National Accounts Due Diligence and Reporting Analyst

raymondjames; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Bonuses/Commissions eligible

Parental leave

Job summary

Raymond James is seeking a detail-oriented National Accounts Data and Reporting Analyst to support the growth of the intermediary business, internal platforms, broker dealers, and financial advisors. You will coordinate and draft responses to DDQs, RFPs, and RFIs, ensuring accuracy and timeliness.

This hybrid role requires 3–5 years in financial services, strong data skills, and proficiency with Word, Excel, and CRM tools.

Qualifications

• Bachelor's degree in business/finance related field preferred.
• 3–5 years of experience in financial services, investment management or asset management.
• Strong written and verbal communication with a customer-service mindset.
• Proficiency in Microsoft Office; ability to learn RFP tools and CRM platforms.

Responsibilities

• Support end-to-end DDQ/RFP lifecycle, track deadlines and ensure timely submissions.
• Collaborate with Portfolio, Product, HR, and Compliance to gather updated product data and metrics.
• Tailor standard proposal responses to client platform requirements.
• Maintain and update centralized proposal content library with refreshed data.
• Route responses through legal/compliance review to meet SEC and FINRA guidelines.
• Assist internal teams with special projects and audits as needed.

Skills

Written communication

Verbal communication

Time management

Microsoft Office

Education

Bachelor's: Business Administration

Bachelor's: Economics

Bachelor's: Finance

Tools

Excel

Word

RFP automation tools

Salesforce CRM

Job description

Job Description Summary

Analyze data to draw insights, patterns and conclusions that will enable the business to improve their products, services, processes or to develop new strategies. Must be adept at handling large, complex datasets and developing and applying robust analytical processes including data cleaning, data interpretation models, forecasting, pattern identification and trend analysis. As well as studying product and process-related data, may also be involved in studying environmental conditions in which the firm operates, competitor behavior, or other data sources. Requires knowledge of tools and methods including statistics, artificial intelligence and machine learning.

Job Description

Position Summary

We are seeking a detail-oriented, highly organized National Accounts Data and Reporting Analyst to join our team. This role is critical for supporting the growth of the intermediary business, internal platforms, broker dealers, and financial advisors by coordinating and drafting responses to Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and Requests for Information (RFIs).

Key Responsibilities

• Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, and ensuring all intermediary platform questionnaires are submitted accurately and on time.
• Interface with various internal teams including Portfolio, Product, Human Resources, and Compliance to gather updated product data, investment philosophies, and organizational metrics.
• Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.
• Maintain, and systematically update our centralized proposal content library with refreshed product statistics and narrative updates.
• Route all drafted responses through formal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.
• Assist the broader internal teams with special projects and audits as needed.

Qualifications & Skills

• Bachelor's degree in finance, Economics, Marketing, Communications, or a related business field is preferred.
• Three to five years of experience within financial services, investment management, or asset management are highly preferred.
• Fundamental understanding of financial markets and investment vehicles is preferred.
• High proficiency with Microsoft Office (specifically Word and Excel). Comfort learning specialized software, such as RFP automation tools or CRM platforms such as Salesforce.
• Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
• Exceptional time management skills, with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.

Education

• Bachelor's: Business Administration
• Bachelor's: Economics
• Bachelor's: Finance

Work Experience

• General Experience - 3 to 6 years

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.