Offshore Mutual Fund Product Analyst in St. Petersburg, FL at honor foundations

Job Requirements

Knowledge, Skills, and Abilities
Knowledge of
Investment products and securities markets in general and offshore mutual funds in particular.
Operational infrastructure of the firm, including how offshore mutual funds and other packaged products function within the existing infrastructure.
Investment concepts, practices and procedures used in the securities industry regarding applicable legislation, compliance standards, policies, and procedures within assigned business area.
Concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment.
Principles of banking %26amp finance and securities industry operations including finance, accounting, budgeting, and cost control procedures.
Fundamental concepts, principles, and practices of strategic sourcing and contract management.
Regulatory guidelines.

Skill in
Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Critical thinking, excellent verbal %26amp written communication skills, collaborative spirit, and leadership by words, and more important, actions.
Cultivating and maintaining effective working relationships at all levels of the organization and in the industry.
Critical thinking and problem solving with limited supervisory guidance.
Implementing strategies and tactical plans across organizational lines.
Proven strong negotiation and relationship management skills.
Forward thinking with an ability to successfully develop and implement strategic plans calling for substantial asset growth.
Developing business development strategies.

Excel, including pivot tables, Vlookup functions, conditional formatting and other excel formulas.
Gathering and compiling information and data.
Basic database and technology concepts.
Identifying the needs of customers through effective questioning and listening techniques.
Investigating and responding to customer and vendor complaints.
Managing agreement pipeline in an organized and efficient manner.
Preparing and delivering clear, convincing and professional sales presentations.
Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
Analyzing business processes and identifying process improvement opportunities.
Refining and implementing contract management methodologies, tools and practices.
Designing and developing management reports.
Product planning, product development or product management.
Analytics, strategic thinking and client empathy a must.
Teaching, sufficient to explain multiple products and strategies.
Interpreting and conveying comments and questions of others.

Ability to
Demonstrate uncompromising adherence to ethical principles.
Represent the company in a highly professional manner.
Establish clear directions and priorities.
Multi-task, work in teams, self-motivate/take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines.
Develop and maintain effective working relationships with team members, internal partners, and external parties.
Provide a high level of customer service.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Partner with other functional areas to accomplish objectives.
Gather information, identify linkages and trends and apply findings to assignments.
Balance conflicting resource and priority demands.
Demonstrate a level of competence with well-respected industry fund partners.
Read and interpret complex legal documents such as prospectus documents and selling agreements.
Organize, prioritize, and manage tasks and projects to complete work efficiently.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
Assimilate and prioritize strategies into operational guidelines.
Handle stressful situations, a heavy diverse case load and provide a high level of customer service in a calm and professional manner.
Attend to detail while maintaining a big picture orientation.
Resolve complex analytical challenges, independently analyze information and make recommendations based on financial analysis.
Prepare strategies and negotiate complex business transactions to favorable conclusions.
Read, interpret, analyze and apply legal, technical, and regulatory information.
Maintain timely and orderly communication and organization of agreement process and timeline.
Prioritize, manage, and lead multiple streams of work with the proven ability to influence partners and drive execution through high level organization and project management skills.
Have hands-on/team-player attitude towards tactical as well as strategic work. Proven ability to deliver on-time product and project results.

Educational/Previous Experience Requirements
Education/Previous Experience
Bachelor%26rsquos Degree in business (e.g. finance, accounting, etc.) and three (3) to five (5) years of experience in the financial services industry.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied. SIE and Series 7 preferred, but not required
Series 7 strongly preferred

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: