Senior Analyst, Liquidity Management

Job Description

Supports the Firm in building its Liquidity capabilities in preparation for continued growth and additional regulatory requirements associated with firms in excess of $100 billion. The role focuses on the buildout of the liquidity stress testing for the parent company and material subsidiaries, liquidity forecasting, and collateral and intraday monitoring.

Essential Duties And Responsibilities

• Supports the build, ongoing maintenance, and running of liquidity stress testing, financial statement projections, and various FP&A analyses for capital and liquidity.
• Supports Finance leadership with planning and executing strategic initiatives, with a focus on enhancing liquidity capabilities.
• Prepares analyses and reports for the RJF Board of Directors and management committees.
• Assists with requests from Risk Management, Internal Audit, and regulators.
• Collaborates with associates and management at all levels of the firm.
• Builds and maintains key relationships with stakeholders demonstrating a culture of engagement and assistance.
• Stays abreast of evolving capital and liquidity regulatory requirements. Recommends process improvements to mitigate risk and increase efficiency.

Knowledge

• The firm’s working structure, policies, mission, and strategies.
• Financial modeling and analysis concepts, practices, and procedures.
• Fundamental concepts of financial markets.
• Financial modeling, and risk management.

Ability

• To gather and analyze financial information to identify key trends, risks, and insights.
• Analyze issues, evaluate alternatives, develop proposals, and present recommendations.
• Use Excel for financial modeling, data manipulation, and creating financial forecasts.
• Communicate effectively, both orally and in writing, with all organizational levels, including senior leaders.
• Prioritize and meet critical deadlines.
• Organize, manage, and track multiple tasks with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work.
• Attend to detail, with a focus on accuracy and precision.
• Partner with other functional areas to accomplish objectives.
• Convey information clearly and effectively through both formal and informal documents.

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Business Administration, preferably with a major in Finance or a related field.
• Minimum of three (3) years of relevant experience.
• Any equivalent combination of experience, education and/or training approved by Human Resources.
• Experience with Empyrean, QRM, or other balance sheet modeling software is a plus.
• Experience with R, Python, or other statistical modeling program is a plus.

Licenses/Certifications

• No SIE Required.

Workstyle

Hybrid

Total Compensation

• Base salary or wages.
• Additional compensation (cash or equity).
• Discretionary bonuses.
• Commissions.

Benefits Package

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

Company Culture

• Five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve).
• Core values of client-first, integrity, independence, and a conservative, long-term view.
• Expectations for associates to grow professionally and inspire others to do the same.
• Grow professionally and inspire others to do the same.
• 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.
• Partners with other functional areas to accomplish objectives.
• Convey information clearly and effectively through both formal and informal documents.

EEO Statement

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.