Junior Strategist

Essential Duties and Responsibilities

• Provides training and/or assistance in the Fixed Income business unit.
• Creates information and ideas that are relevant to our clients and to clients/brokers.
• Develops and implements processes and procedures to ensure efficient and timely workflow.
• Develops balance sheet and investment strategies for Bank, Credit Union & Municipalities.
• Determine the right technology platforms for use in quantitative analytics.
• Uses analytical tools and methodologies to provide solutions for Clients.
• Construct and implement appropriate fixed income investment strategies for each client while ensuring compliance with all applicable internal and external policies of regulations.
• Assists with the retention of existing accounts through periodic meetings with clients.
• Collaborates with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.

• Fixed Income analytics
• Bank, Credit Union and Municipality regulations.
• Company’s working structure, policies, mission and strategies.
• Financial markets and products.
• Basic concepts, principles and practices used in the portfolio analysis used for selecting fixed income products.
• Basic use of portfolio analytical tools
• Broker/dealer operations.

• Interpreting and applying policies and procedures.
• Preparing reports.
• Helping to identify trends in the financial institution industry.
• Follow-up to ensure resolution and completion of tasks.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with RJ employees and external clients.
• Construct portfolios using the latest risk management and portfolio construction tools and methodologies.
• Attend to detail while maintaining a big picture orientation.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Work independently, making routine decisions and resolving less complex problems.
• Demonstrate uncompromising adherence to ethical principles.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing 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.
• Provide a high level of customer service.

• Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0-2 years of related experience.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• Ability to obtain SIE required within one (1) year of hire. Provided that an exemption or grandfathering cannot be applied.
• Ability to obtain the FINRA Series 7 and 63 License within one (1) year of hire.