Pricing Analyst - RJ Bank

Raymond James; Saint Petersburg (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Benefits package

Job summary

Raymond James in Saint Petersburg, FL, seeks an experienced professional to support the Loan Pricing Desk by coordinating loan discount setups and communicating with senior management. You will ensure accuracy across SBL and Margin operations while guiding colleagues and improving processes.

Hybrid work flexibility is offered. The role requires a Bachelor’s degree in Accounting, Business Administration, or Finance, and 4–6 months of general experience.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• 4–6 months general experience.
• Hybrid work arrangement.
• Knowledge of loan discounts and FA compensation concepts.
• Ability to coordinate with senior management and prepare reports.

Responsibilities

• Serve as liaison to ensure accuracy of SBL, Margin, and Structured Loan discount setups.
• Coordinate within and across work groups for efficient workflow.
• Handle escalated issues related to loan discounts and assist others in resolution.
• Interpret and apply organizational policies and procedures.
• Prepare internal reports for senior management and tracking of progress.
• Mentor or train employees; may serve as team lead.
• Other duties as assigned.

Skills

Organizational skills

Time management

Interpersonal communication

Coaching others

Customer service

Written communication

Meeting deadlines

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

Tools

Office software

Job description

Job Description Summary

Under general supervision, utilizes knowledge and skills gained through experience or training to provide advanced support of a function within a unit or department. Serves as the liaison between senior management and the RJ Bank in coordinating loan pricing approvals for the Loan Pricing Desk. Guidance is provided to perform varied work that is difficult in nature and that requires some evaluation, originality and ingenuity to make moderately complex decisions. Maintains extensive contact with internal and external customers to identify, research and resolve problems. Adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to others in the resolution of complex problems and issues.

Job Description

Essential Duties and Responsibilities

• Serves as the liaison between various groups to ensure accuracy of Securities Based Lending (SBL), Margin, and Structured Loan discount setups.
• Ensures effective coordination occurs within assigned work group and with other work groups.
• Handles escalated issues, and supports others to resolve complex problems primarily related to loan discounts.
• Interprets and applies organizational policies and procedures.
• Reviews, evaluates and implements process improvements, as appropriate.
• Reviews and evaluates suggestions for additional controls to improve current processes.
• Coordinates with senior management on the presentation and preparation of internal reports that can be quickly reviewed by management.
• Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.
• Schedules, reports, and tracks information for the department.
• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.
• Assists in orienting, training and coaching employees.
• May be designated to serve in a team lead function.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Basic mathematical calculations.
• Key internal and/or external contacts to request assistance from or utilize expertise.
• Concepts, principles and practices of loan discounts and FA compensation.
• Investment concepts, practices and procedures used in the securities industry.
• Principles of banking and finance operations.
• Financial markets and products.

Skill in

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
• Interpreting and applying policies and procedures.
• Implementing processes and procedures for efficient and timely work flow.
• Promoting effective coordination between work groups.

Ability to

• Build solid, effective working relationships with others.
• Coach others to develop their skills.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Partner with other functional areas to accomplish objectives.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
• Plan, organize, and coordinate work assignments.
• Promote team cohesiveness, cooperation, and effectiveness.
• Work independently with minimal supervision.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - 4 to 6 months

Travel

Less than 25%

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.