Banking consultant Jobs in St Petersburg, FL

Job Opportunity At Raymond James

Gather data through research, conduct analyses using risk management models, and produce risk assessment reports.

Job Summary : Under general supervision with a high level of autonomy, uses knowledge and skills obtained through education, training and experience to assist a business unit or department in making credit decisions and monitoring a portfolio of corporate loans. Verifies credit information and analyzes both publicly reported and privately disclosed financial information. Guidance from individual Manager and assigned Corporate Bankers is provided to perform work that is complex, requiring a certain degree of evaluation, originality and ingenuity to make various credit related decisions. Provides support to Corporate Bankers overseeing a portfolio of syndicated corporate loans, with a predominant focus on leveraged loans and specialized finance. Results are evaluated for achieving goals and objectives.

Essential Duties and Responsibilities :

• Provides support to Corporate Bankers in regards to portfolio and risk management of complex corporate loans to ensure proper reserve requirements are applied.
• Analyzes both publicly filed and private financial statements, interprets findings and prepares various reports and models.
• Prepares quarterly and annual reviews of existing corporate borrowers and respective loan participations.
• Works closely with a team of Corporate Bankers to underwrite and present loan investments to an Executive Loan Committee on an ad hoc basis.
• Prepares spreadsheets, reports, summaries and opinions, including analyses of individual corporate loans and portfolio based overviews of credit metrics.
• Maintains documentation files and monitors compliance with terms of loans.
• Performs other duties and responsibilities as assigned.

Knowledge of :

Skill in :

Ability to :

Education :

Work Experience : General Experience - 3 to 6 years

Certifications :

Travel : Less than 25%

Workstyle : Resident

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 mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James 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.