Senior Manager, Asset Liability Management

Job Description

Job Summary

With a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to support Raymond James as it builds its Corporate Treasury capabilities in preparation for continued growth and additional regulatory requirements associated with firms in excess of $100 billion. The role’s focus is on asset liability management and monitoring.  Strategic partnership with internal business units, senior management, and external consultants will be required. Typically deals with complex issues with substantial impact, anticipates challenges and resolves or recommends comprehensive solutions to escalated problems. Interacts with regulators for on-site examinations.

Essential Duties and Responsibilities

• Assists Finance leadership with planning and executing strategic initiatives, with a focus on enhancing asset liability management capabilities, including but not limited to balance sheet forecasting, interest rate risk shock scenarios, implementation of an asset liability management system, back-testing, and sensitivity testing.
• As asset liability management initiatives are achieved, oversees business as usual and produces quality deliverables in a timely manner.
• Prepares analyses and reports for the RJF Board of Directors and management committees.

• Analyzes complex problems, researches and organizes solutions, and effectively presents conclusions and recommendations via written and verbal presentations to varied levels within the organization.

• Possesses strong project management and interpersonal skills, makes sound decisions, and exhibits initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model.

• Stays abreast of evolving regulatory requirements.

• Assists in planning and implementing any major change initiatives.
• Interfaces with regulators and other key constituents.

• May be responsible for the oversight and management of direct reports.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Advanced concepts, practices and procedures related to planning and project management.

• Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services.

• Financial analysis concepts, practices, and procedures.

• Fundamental concepts of financial markets.

• Financial risk management and mitigation strategies to support sound financial planning

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, across all organizational levels,
• Operate independently with little direct supervision.

• Prioritize and manage multiple projects in a fast-paced, dynamic environment.

• Partner with other functional areas to accomplish objectives.

• Proactively address issues and develop solutions.

• Reengineer existing processes and implement process improvement initiatives.

Education/Previous Experience

• Bachelor’s Degree, preferably with a major in Finance or a related field. Minimum of eight (8) years of experience

• Experience with Bank Holding Company requirements preferred.

• ~or~

• Any equivalent combination of experience, education and/or training approved by Human Resources.

Licenses/Certifications

• None Required

***CPA not required***

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience – 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our 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. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in min