DescriptionJob SummaryUnder limited direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to function as the primary business development advocate for ClariVest Asset Management. This will entail serving as a liaison between ClariVest and various departments at RJIM, acting as a subject-matter expert on their products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed decisions or recommendations. Extensive contact is required with internal and external clients, as well as senior management, to identify, research, and resolve issues and provide comprehensive solutions to complex problems or needs. Ideally this position will be based in San Diego, CA.Essential Duties and Responsibilities
Acts as a primary external contact for all levels (low to premier tier) of clients, researching and answering requests and questions
Proactively works across distribution channels and independently to develop new business opportunities
Develops narratives product positioning bullet points for marketing and/or sales
Assists in the creation of presentations, reports, and databases as needed
Coordinates the involvement of the investment team, as needed, to meeting requests
Participates in broad initiatives related to overall strategy, product positioning, and marketing campaigns
Assists client service with reporting
Maintains familiarity with peers in each product category, contrasting different investment approaches, portfolio biases, and historical return patterns
Performs other duties and responsibilities as assigned
QualificationsKnowledge, Skills, and Abilities:Knowledge of:
RJ and RJIM working structure, policies, mission, and strategies
Fundamental concepts, principles, and practices used in the securities industry
Fundamental concepts, principles, and practices of relationship management
Financial markets and products, specifically fixed income
Fundamental understanding of return attribution analysis
Skill in
Interpreting and applying policies and procedures
Preparing management reports
Identifying trends and implementing appropriate corrective action
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
Communicate effectively, both orally and in writing, with all organizational levels including senior management
Organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions
Balance conflicting resource and priority demands
Partner with other functional areas to accomplish objectives
Work independently as well as collaboratively within a team environment
Establish and maintain effective working relationships at all levels of the organization
Educational/Previous Experience RequirementsEducation/Previous Experience
Bachelor’s Degree (B.A.) in Finance or related field and a minimum of seven (7) years of experience in the financial services industry
OR
Any equivalent combination of experience, education, and/or training approved by Human Resources
Licenses/Certifications
Chartered Financial Analyst (CFA) preferable or ability to obtain within three years of hire
Series 7 license (current or ability to obtain within three months of hire)
TravelTravel Required:
Domestic travel required, up to 50% of the time
Job: Investment ManagementPrimary Location: US-CA-San DiegoOther Locations: US-FL-St. Petersburg-Saint PetersburgOrganization Raymond James Investment ManagementSchedule Full-timeJob Shift Day JobTravel Yes, 50 % of the TimeReq ID: 2403044