Qureos Mentor

Raymond James

<div>Job Description Summary
Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.
Job Description
Job Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Essential Duties and Responsibilities
<ul><li>Collects fundamental research on related companies as requested by Financial Advisors.
</li><li>Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
</li><li>Assists in preparation of written industry and company specific reports
</li><li>Assists in development of financial models for revenue and income forecasts.
</li><li>Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
</li><li>Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
</li><li>May participate in client meetings to identify client goals and tolerances.
</li><li>Assists with developing individualized client investment strategy for Financial Advisor.
</li><li>Responds to inquiries from Financial Advisors to research and resolve issues.
</li><li>Prepares customized written industry and company specific reports upon request to Financial Advisor.
</li><li>Assists in development of financial models to forecast team revenue and income.
</li><li>Assists with preparation of scheduled and ad hoc performance reports.
</li><li>Maintains checklists for tracking periodic investment managers&rsquo; reviews by third party and independent investment manager searches.
</li><li>Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
</li><li>Interfaces effectively with all levels of staff in managing portfolios.
</li><li>Completes ad hoc projects and reports as assigned.
</li><li>Performs other duties and responsibilities as assigned.
</li></ul>Knowledge of
<ul><li>Software necessary for portfolio analysis.
</li><li>Investment concepts, practices and procedures used in the industry.
</li><li>Principles of estate planning, trusts and securities industry operations.
</li><li>Financial markets and products.
</li><li>Effectively managing client relationships.
</li><li>Strategic planning as part of client retention focus.
</li><li>Gathering and compiling information and data.
</li><li>Preparing and delivering written and oral presentations.
</li><li>Operating standard office equipment and using required software applications.
</li><li>Complete job duties independently, with little supervision.
</li><li>Partner with other functional areas to accomplish objectives.
</li><li>Communicate effectively, both orally and in writing.
</li><li>Provide a high level of service.
</li><li>Establish and maintain effective working relationships at all organizational levels.
</li><li>Participate in professional organizations and activities.
</li><li>Maintain currency in industry services and products.
</li><li>Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
</li></ul>Skill in
<ul><li>Effectively managing client relationships.
</li><li>Strategic planning as part of client retention focus.
</li><li>Gathering and compiling information and data.
</li><li>Preparing and delivering written and oral presentations.
</li><li>Operating standard office equipment and using required software applications.
</li><li>Complete job duties independently, with little supervision.
</li><li>Partner with other functional areas to accomplish objectives.
</li><li>Communicate effectively, both orally and in writing.
</li><li>Provide a high level of service.
</li><li>Establish and maintain effective working relationships at all organizational levels.
</li><li>Participate in professional organizations and activities.
</li><li>Maintain currency in industry services and products.
</li><li>Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
</li></ul>Ability to
<ul><li>Complete job duties independently, with little supervision.
</li><li>Partner with other functional areas to accomplish objectives.
</li><li>Communicate effectively, both orally and in writing.
</li><li>Provide a high level of service.
</li><li>Establish and maintain effective working relationships at all organizational levels.
</li><li>Participate in professional organizations and activities.
</li><li>Maintain currency in industry services and products.
</li><li>Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
</li></ul>Education/Previous Experience
<ul><li>Bachelor&rsquo;s Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.
</li></ul>Licenses/Certifications
<ul><li>SIE required provided that an exemption or grandfathering cannot be applied.
</li><li>Series 7 required.
</li><li>Series 63, 65 and/or 66 as required by state.
</li><li>Additional licenses or designations may be required as needed.
</li></ul>Education
Bachelor&rsquo;s: Accounting, Bachelor&rsquo;s: Business Administration, Bachelor&rsquo;s: Finance, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 
<div>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:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1</div>

Investment Portfolio Associate

<div>Job Description Summary
The Senior Operations Quality Control Analyst plays a critical role in ensuring the accuracy, compliance, and operational integrity of mutual fund account servicing activities. This position is responsible for performing quality control reviews, identifying process gaps, supporting regulatory adherence, and driving continuous improvement initiatives within the Mutual Fund Account Services team. The role requires strong analytical skills, attention to detail, and deep knowledge of financial operations and industry regulations.
Job Description
This position follows our hybrid-friendly schedule, so you get the best of both worlds &ndash; flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.
Responsibilities
<ul><li>Conduct detailed quality control reviews of mutual fund account transactions, including account opening, maintenance, transfers, and distributions
</li><li>Evaluate operational processes to ensure adherence to internal policies, regulatory requirements, and industry standards (e.g., SEC, FINRA)
</li><li>Identify trends, errors, and control weaknesses; recommend and implement corrective actions
</li><li>Develop and maintain quality control procedures, checklists, and documentation
</li><li>Partner with operations teams to provide feedback, coaching, and training based on quality review findings
</li><li>Perform root cause analysis on operational defects and assist in remediation efforts
</li><li>Monitor key performance indicators (KPIs) and quality metrics; prepare reporting for leadership
</li><li>Support internal and external audits by providing documentation and subject matter expertise
</li><li>Participate in process improvement initiatives, including automation and workflow enhancements
</li><li>Serve as a subject matter expert (SME) for mutual fund account servicing processes and controls
</li></ul>Skills
<ul><li>Strong knowledge of mutual fund products, account servicing, and transaction processing
</li><li>Familiarity with regulatory frameworks
</li><li>Exceptional attention to detail and analytical skills
</li><li>Ability to identify patterns, risks, and process inefficiencies
</li><li>Strong communication skills with the ability to influence and collaborate across teams
</li><li>Proficiency in Microsoft Office and operational systems
</li><li>Ability to manage multiple priorities in a fast-paced environment
</li></ul>Licensing
SIE is preferred; Not required
Education
Bachelor&rsquo;s: Accounting, Bachelor&rsquo;s: Business Administration, Bachelor&rsquo;s: Finance, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 
<div>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:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.</div>

Mutual Fund Account Services - Sr. Operations Quality Control Analyst

<div>
 
 Job Description
 
 
 
 Offering comprehensive financial services with a distinctly personal touch, Evans Financial Group takes pride in our concierge level of service. As we grow, we are seeking a Part-Time Administrative Assistant with a strong client-focus to join our team. The ideal candidate is also detail-oriented, loves working in administration, and truly enjoys people. They will share in our vision of equal partnership and ownership of our work. Join us and see where a career at Evans Financial Group can take you!
 
 
 
 Essential Duties And Responsibilities
 
 
 
 <ul>
 <li>
 Services a high volume of daily interactions, including basic inquiries and scheduling of meetings.
 </li>
 <li>
 Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
 </li>
 <li>
 Manage front desk responsibilities, including answering phones and greeting clients and visitors.
 </li>
 <li>
 Meeting preparation, including room set up and assembly, scan, and copy of meeting documents
 </li>
 <li>
 Vendor management
 </li>
 <li>
 Client communication management, including greeting cards and other marketing materials
 </li>
 <li>
 Event planning and logistics
 </li>
 <li>
 Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
 </li>
 <li>
 Prepares various client-specific reporting as needed for review by the financial advisor.
 </li>
 <li>
 Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
 </li>
 <li>
 Performs other duties and responsibilities as assigned.
 
 
 </li>
 </ul>
 
 Knowledge, Skills, And Abilities
 
 
 
 
 Knowledge of
 
 
 
 <ul>
 <li>
 General office practices, procedures, and methods.
 </li>
 <li>
 Managing inbound and outbound calls
 
 
 </li>
 </ul>
 
 Skill in
 
 
 
 <ul>
 <li>
 Microsoft Office Suite, including Word and Excel
 </li>
 <li>
 Effective and professional communication across multiple client interactive platforms (in-person, virtual, phone and mail)
 </li>
 <li>
 Smartsheet experience is a plus
 
 
 </li>
 </ul>
 
 Ability to
 
 
 
 <ul>
 <li>
 Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
 </li>
 <li>
 Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
 </li>
 <li>
 Make customers feel at ease and comfortable in person and over the phone
 </li>
 <li>
 Identify time sensitive items and assess competing priorities.
 </li>
 <li>
 Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
 </li>
 <li>
 Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
 </li>
 <li>
 Work both independently and as part of a cohesive team.
 </li>
 <li>
 Provide a high level of customer service.
 
 
 </li>
 </ul>
 
 Education/Previous Experience
 
 
 
 <ul>
 <li>
 High School Diploma or equivalent and one (1) or more years customer service experience.
 
 
 </li>
 </ul>
 
 Work Experience:
 
 1+ years of experience in administrative roles
 
 
 
 Salary Range:
 
 $20-25/hr
 
 
 
 Travel:
 
 None
 
 
 
 Evans Financial Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term &ldquo;Raymond James&rdquo; includes but is not limited to Raymond James Financial Services, Inc. (&ldquo;RJFS&rdquo;) and Raymond James Financial Services Advisors. Inc. (&ldquo;RJFSA&rdquo;) as affiliates.
 
 
 
 
 PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
 
 
 
 
 Education
 
 
 
 High School (HS) (Required)
 
 
 
 Work Experience
 
 
 
 General Experience - 13 months to 3 years
 
 
 
 Certifications
 
 
 
 
 Salary Range
 
 
 
 $45,000.00-$32,500.00
 
 
 
 Travel
 
 
 
 Less than 25%
 
 
 
 Workstyle
 
 
 
 Resident
 
 
 The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
 
 
 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
 
 
 
 <ul>
 <li>
 Grow professionally and inspire others to do the same
 </li>
 <li>
 Work with and through others to achieve desired outcomes
 </li>
 <li>
 Make prompt, pragmatic choices and act with the client in mind
 </li>
 <li>
 Take ownership and hold themselves and others accountable for delivering results that matter
 </li>
 <li>
 Contribute to the continuous evolution of the firm
 
 
 </li>
 </ul>
 At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
 
 
</div>

Part-Time Administrative Assistant

<div>Job Description Summary
Manages Enterprise Data and Services, Change the Business (CTB) Releases for large and/or multiple projects including Regulatory, Wealth Management, PCG, Data Science and Architecture initiatives with significant impact on business processes and technology used firm wide. Influences strategic direction and develops tactical plans with substantial latitude. Provides comprehensive solutions to complex problems and has extensive contact with internal clients and the business. Manages complex projects from proposal and requirements definition to project planning and implementation, using broad and extensive input from industry and/or business unit subject matter experts.
Job Description
This position follows our hybrid workstyle policy: expected to be in a Raymond James office location three days per week, with at least one of those days being a Monday or a Friday.
Please note: This role is not eligible for Work Visa spon sorship, either currently or in the future. 
 
 
Essential Duties and Responsibilities:
<ul><li>Conducts preliminary investigation for all project requests by reviewing requirements and specifications and testing and by reviewing support and training plans to ensure they are aligned with organizational priorities, business plans and objectives.
</li><li>Provides a proactive interface between project stakeholders and senior management team to ensure complete and accurate definitions of business requirements and delivery of business applications.
</li><li>Identifies, defines and documents complex business and technical requirements, processes and deliverables.
</li><li>Develops, prepares, presents and maintains project plans, including staffing requirements, cost estimates, detailed budgets and work breakdown structures and schedules.
</li><li>Performs project risk assessments, including identifying key risk factors, providing effective mitigation strategies and assigning contingency action plans to both schedules and budgets
</li><li>Delivers systems on appropriate platforms in compliance with established technology standards, including monitoring testing, executing quality assurance checks and ensuring information technology acceptance criteria is met prior to implementation.
</li><li>Manages all aspects of the project budget including creating and maintaining resource allocations and actively tracking costs to the approved budget.
</li><li>A pplies established project methodologies to manage projects: u ses ch ange control templates and processes, manages time and recording activities using defined scheduling tools, monitors budgets, and coordinates resource acquisition and utilization.
</li><li>Partners with other functional areas to accomplish objectives.
</li><li>Proficient in Agile methodologies and can work with TFS (Azure DevOps) to create and manage Sprints, queries and dashboards
</li><li>Capable to handling large cross-functional teams, guide the teams through Agile Sprints, conduct and manage Agile ceremonies
</li></ul>Experience and Skills:
<ul><li>Manages projects and teams, including:
<ul><li>Applying established methodologies
</li><li>Using change control templates and processes
</li><li>Managing time and recording activities using defined scheduling tools
</li><li>Monitoring budgets; coordinating resource acquisition and utilization
</li><li>Maintaining precise documentation/artifacts required as part of PMO and Internal Audit
</li><li>Serving as a liaison with internal customers and external suppliers
</li><li>Communicating regularly with project stakeholders.
</li></ul></li></ul><ul><li>Knowledge of the following:
<ul><li>Application development and project life cycle methodologies and standards.
</li><li>Agile Methodologies
</li><li>Project selection and approvals; budgeting and business case preparation and analysis; and project initiation and planning, including work breakdown structures and forecasting.
</li><li>Experience managing large complex release cycles highly preferred
</li><li>Concepts of risk management, issue tracking, change management and requirements gathering.
</li><li>Information technology support and technical documentation.
</li><li>Principles of banking and finance and securities industry operations.
</li><li>Business planning and analysis.
</li><li>MS Project
</li><li>Azure DevOps (TFS)
</li><li>SmartSheets
</li><li>Project budget interfaces with other accounting systems.
</li></ul></li></ul>Licenses/Certifications:
<ul><li>PMP or equivalent certification highly preferred.
</li><li>CSM or equivalent certification highly preferred
</li></ul>Education
Bachelor&rsquo;s: Business Administration, High School (HS) (Required)
Work Experience
General Experience - 6 to 10 years
Certifications
Other Certification Not Listed - Other
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 
<div>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:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-TC1</div>

Senior Project Manager

Join Raymond James and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Raymond James

About Company

Investment Portfolio Associate

Mutual Fund Account Services - Sr. Operations Quality Control Analyst

Part-Time Administrative Assistant

Senior Project Manager