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Raymond James is seeking an Alternative Investments Operations Analyst to provide operational support for alternative investment products, ensuring efficient servicing and resolution of issues for Financial Advisors. The role involves process improvement and requires expertise in various operational areas, along with effective communication and project management skills.
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Job Summary
Lead and be solely responsible for the operational support for a specific set of alternative investment products throughout their entire life cycle.
Utilizes knowledge and skills gained through experience or training to lead and be solely responsible for the operational support for a specific set of alternative investment products throughout their entire life cycle.
Will employ knowledge to conceptualize, plan, and execute a variety of process improvement initiatives that often will involve several areas of the firm outside of PCG Investment Products.
Matching Summary
Match Score: 75
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Raymond James is seeking an Alternative Investments Operations Analyst to provide operational support for alternative investment products, ensuring efficient servicing and resolution of issues for Financial Advisors. The role involves process improvement and requires expertise in various operational areas, along with effective communication and project management skills.
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Skills & Requirements
Must-have
Alternative investment product operations
Financial Advisor support
Process improvement initiatives
Operational due diligence
Client suitability reviews
Nice-to-have
Develop deep subject matter expertise
Collaborate with IT professionals
Build solid working relationships
Continuous evolution of the firm
Key Requirements
Minimum 3 years of experience
Bachelor's Degree or equivalent
SIE required
Series 7 and Series 99 or ability to obtain within one year