National Accounts Due Diligence and Reporting Analyst

255 Clark Capital Management Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Retirement plan

Paid time off

Job summary

Raymond James in the United States is seeking a detail-oriented National Accounts Data and Reporting Analyst to support DDQ/RFP lifecycle, coordinate responses, and ensure timely submissions.

You will collaborate with Portfolio, Product, HR and Compliance to gather product data, investment philosophies, and metrics, tailor responses for wealth-management clients, and maintain our centralized proposal content library under regulatory review.

Qualifications

• 3–5 years of experience in financial services, investment management, or asset management preferred.
• Strong written and verbal communication skills with a client-service mindset.
• Proficiency with Microsoft Office and comfort learning specialized software.
• Fundamental understanding of financial markets and investment vehicles.

Responsibilities

• Support the end-to-end DDQ/RFP lifecycle, tracking deadlines and ensuring all intermediary responses are submitted on time.
• Interface with Portfolio, Product, Human Resources, and Compliance to gather updated product data and metrics.
• Tailor standard proposal responses to address the platform requirements of wealth-management clients.
• Maintain and update the centralized proposal content library with refreshed statistics and narratives.
• Route all drafted responses through legal and compliance review to adhere to SEC and FINRA guidelines.
• Assist broader teams with special projects and audits as needed.

Skills

Attention to detail

Organization

Communication skills

Customer service mindset

Education

Bachelor's in Finance

Bachelor's in Business Administration

Bachelor's in Economics

Tools

MS Excel

CRM (Salesforce)

RFP automation tools

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.

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

Certifications / Travel / Workstyle / Hybrid

Certifications Travel Workstyle Hybrid

Compensation and Benefits

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.

Guiding Behaviors

• 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

Company Overview

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.

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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people‑first culture is outlined in our Culture Blueprint.