Analyst, Market Insights

About the role

Provide insights, make recommendations, create awareness, and educate financial advisors or external clients on the various products and services offered on financial product solutions. Typically the first point of contact for product offerings for clients.

Responsibilities

• Use established systems to analyze customer needs and define and deliver financial products.
• Monitor specific aspects of a product life cycle, including long- and short-term development and marketing.
• Perform analyses on specific aspects to stay abreast of trends in the marketplace and ensure the product's competitive position.
• Contribute to the preparation of various data and analytics reports.
• Collate and analyze data using preset tools, methods, and formats.
• Determine and analyze trends from collected data to assist in compiling reports that support decision-making.
• Manage and develop all aspects of a product or service to ensure it achieves its full impact and value in the market.
• Analyze and research client and market conditions to develop a comprehensive understanding of the client and its market for maximum returns.

Requirements

• Bachelor’s degree (Required).
• 7 to 12 months of general work experience.
• Travel less than 25%.
• Resident workstyle.

Skills

Ability to work independently and analyze data to identify trends and support decision-making.

Benefits

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings plan.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Pay

The total compensation for this position includes base salary or wages and may include additional components such as cash or equity incentives, discretionary bonuses, or commissions.

About the company

At Raymond James, 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. The company honors, values, and respects the uniqueness, experiences, and backgrounds of all associates, fostering a people-first culture where everyone can bring their best authentic selves.