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About the Role

We are seeking an Investment Operations Analyst to join our CIO Office. This role is crucial for supporting the delivery of high-quality investment solutions and services. The CIO Office collaborates across Raymond James Wealth Management to achieve positive client outcomes through investment research, market insights, portfolio management, and asset management. The team provides operational support, governance oversight, and process improvement initiatives to investment professionals.

Responsibilities

Manage end-to-end operational processes, including client onboarding, suitability review administration, fiduciary reporting, third-party platform oversight, and holdings reconciliations.
Support the day-to-day activities of the Investment Operations team, identifying opportunities to improve processes, controls, and operational efficiency.
Maintain and rebalance model portfolios across multiple third-party platforms, ensuring accuracy, timeliness, and adherence to controls.
Produce monthly and quarterly investment factsheets with accurate, consistent information delivered on schedule.
Build strong relationships with colleagues and stakeholders to identify ways operational support can add value.
Collaborate with internal teams to ensure accurate and efficient transaction processing, recording, and reporting.
Support the production of regular and ad hoc reporting, including valuation, holdings, and performance data.
Help maintain robust governance, compliance, and risk management standards across all operational activities.
Ensure operational procedures and documentation are accurate, up-to-date, and aligned with regulatory requirements.
Maintain clear and accurate records in accordance with company policies and regulatory obligations.
Explore opportunities to leverage automation, technology, and AI solutions to enhance operational effectiveness and improve the colleague and client experience.

Requirements

Experience within investment operations, client administration, or investment support in a regulated financial services environment.
A minimum of two years' relevant professional experience.
A-Level qualifications or equivalent experience.
Good working knowledge of Microsoft Excel, including data analysis and management.
A track record of delivering accurate, high-quality work in a deadline-driven environment.

Skills

Strong communication and relationship-building skills.
Ability to work effectively with a range of stakeholders.
Knowledge of investment products, asset classes, and investment administration processes.
Understanding of performance measurement and reporting principles.
Ability to analyze, interpret, and manage data from multiple sources.
Strong organizational skills.
Ability to manage competing priorities.
Continuous improvement mindset.
Confidence to suggest new ideas and challenge existing processes constructively.
Awareness of governance, risk, and regulatory requirements within financial services.
Interest in financial markets.
Desire to continue developing investment knowledge.
Proactive, adaptable, and collaborative approach to work.
Experience using Bloomberg (advantageous, not essential).

Location

Remote

Work Type

Full-time

Experience Level

Minimum of two years' relevant professional experience

Education Level

A-Level qualifications or equivalent experience
Progress towards the Investment Operations Certificate (IOC) or an equivalent qualification would be beneficial

About the Company

Raymond James Wealth Management partners across the business to help deliver positive client outcomes through investment research, market insights, portfolio management expertise and asset management capabilities.