Non-brokered Private Placement Specialist

2 weeks ago

Vancouver, Canada Raymond James Financial Full time

**Non-Brokered Private Placement Specialist**
- 2300951

**Job Summary**

**Essential Duties and Responsibilities**
- Manage the NBPP mailbox for new requests, change requests and general inquiries;
- Assist with the gathering of NBPP materials and information from the FAs and their assistants;
- Review NBPP documentation to ensure policies and minimum criteria are satisfied;
- Manage NBPP files, which will include maintaining detailed records of each request, handling inquires, providing status updates and conducting preliminary assessments as required;
- Research and analyze financial statements, interpret findings, and prepare due diligence reports;
- Provide the FA(s) and their assistants with review comments based on your analysis;
- Respond to FA enquiries relating to NBPP procedures and timing of the NBPP transactions;
- Assist with NBPP transaction reporting obligations;
- On occasion, assist with the researching and gathering of due diligence material as it relates to other transaction types;
- Use superior analytical and problem solving skills to make sound decisions;
- Develop strong relationships with our advisory channel, demonstrate a high level of client service; and
- Other duties as assigned.

**Knowledge, Skills, and Abilities**

**Knowledge of**
- Private placement concepts, practices and procedures;
- Principles of finance and the capital markets;
- Finance and/or accounting principles and procedures;
- Programming languages such as Java, Python, VBA, etc. and experience in using them;
- Excel, Word and Power Point at an advanced level; and
- Financial softwares including Factset, Morningstar, Refinitiv, Bloomberg, etc. and experience in using them.

**Skill in**
- Very strong written and verbal communication skills;
- Researching, interpreting and analyzing financial data;
- Quantitative and analytical processes; and
- Strong interpersonal skill with a proven ability to work as part of a team.

**Ability to**
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Work independently as well as collaboratively within a team environment;
- Can manipulate large data sets and communicate key findings;
- Thinks logically, critically and quickly; and
- Can distill difficult concepts into easy-to-understand language.

**Educational/Previous Experience Requirements**
- An undergraduate/postgraduate degree in Business, Economics, or Engineering; and
- Prior experience in a research role is considered an asset.

**Depending on eligibility, we offer**:

- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles

**Job** Private Clients Solutions

**Primary Location** CA-BC-Vancouver-Vancouver

**Organization** PCG Solutions

**Schedule** Full-time

**Status** Permanent Full-Time

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