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Job Analysis:
The Research Liaison - AMS role at Raymond James Financial is fundamentally about ensuring that third-party investment managers meet the standards required for inclusion on the AMS platform while providing extensive support to the AMS Manager Research & Due Diligence Team. This position requires a candidate who is adept at managing complex data, coordinating research efforts, and acting as a primary contact for external investment managers. The successful candidate will organize and maintain various data systems and reports, responding to queries and ensuring accuracy in performance monitoring. Key responsibilities include creating spreadsheets, facilitating the RFI process, and scrutinizing performance data. The challenges here revolve around managing multiple responsibilities across various teams and maintaining effective communication with external stakeholders, demonstrating judgment and critical analysis on performance metrics. Success will look like streamlined processes, timely data production, and thorough due diligence documentation that enhances the firm’s offerings in investment services.
Company Analysis:
Raymond James Financial is a well-established player in the financial services industry, recognized for its commitment to independence, customer service, and community engagement. Its market position as a diversified holding company with significant assets under management suggests a stable yet growth-oriented environment. The hybrid work model and emphasis on community support reflect a progressive workplace culture that values work-life balance and employee well-being. In this context, the Research Liaison will navigate a potentially fast-paced environment where collaboration with cross-functional teams and understanding of broad investment concepts is crucial. The orientation towards delivering superior client service aligns with the core values of integrity and a long-term focus. Thus, the role is strategic as it helps sustain the firm's competitive edge while fostering confidence among financial advisors and clients. As an important link between outside managers and internal teams, this position carries implications for the firm’s reputation and operational efficiency.