About the role

Aplyr's Quick Take

This role is for an Acquisitions Analyst focused on analyzing and forecasting market developments in affordable housing investments. You'll work independently to develop investment recommendations and assess risks, primarily using quantitative models and existing processes.

Good fit

Ideal candidates are recent graduates with a degree in Accounting, Business Administration, or Finance, and have 7-12 months of relevant experience. A detail-oriented, analytical mindset and the ability to work independently are essential.

Worth noting

The position requires passing the Securities Industry Essentials Exam, which may be a hurdle for some applicants. Additionally, the company emphasizes a people-first culture, which could be a positive for those seeking a supportive work environment.

Job Description Summary

Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.

Job Description

Responsibilities

Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Support the investment team on more-complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents.
Support the analysis and assessment of risks to determine whether they are within the agreed risk appetite.
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Skills

Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
Identify, assess, prioritize and manage risks.
Analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders.

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

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.

Aplyr's read

Raymond James is a diversified financial services firm known for its robust compliance culture and personalized client service, attracting professionals in finance, compliance, and technology.
Synthesized from recent postings & public sources

What's promising

•Raymond James offers a strong compliance framework, appealing to professionals focused on regulatory adherence.
•The firm provides diverse career opportunities across finance, technology, and operations.
•Raymond James emphasizes personalized client service, enhancing client satisfaction and employee engagement.

What to watch

•The financial services industry faces high regulatory scrutiny, impacting operations.
•Competition from larger firms may limit growth opportunities.
•Economic downturns can affect investment banking and asset management revenues.

Why Raymond James

•Raymond James is known for its conservative financial management and stability.
•The firm maintains a strong regional presence, particularly in the Southeast U.S.
•Raymond James emphasizes a client-first approach, differentiating it from larger competitors.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Raymond James

Raymond James

raymondjames.com

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Raymond James Financial, Inc. is a diversified financial services company that provides investment banking, asset management, and financial planning services.