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RA
Raymond James

Transition Asset Manager

LocationUnknown
Work modeon-site
Typefull-time
SeniorityEntry
Experience1–3 yrs
EquityIncluded
Company size10,000+ people
PostedSep 11, 2026 · 1mo ago
Verified live14h ago
At a glanceSummarised by Seekless from the posting.
Bachelor's Degree (B.A.) in business, finance, accounting or related field
General Experience - 13 months to 3 years
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Communicate effectively in both oral and written formats
With some guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
Provide accurate and high quality work product in a timely manner
Proactively demonstrate readiness and ability to initiate action
With some guidance/supervision, work independently as well as collaboratively within a positive team environment
Compile data from multiple sources, review, and accurately input data into various spreadsheets or database
With some guidance/supervision, identify required tasks, develop timelines and execute
Project a positive, professional image both internal and with external business contacts
Convey information clearly and effectively through both formal and informal documents
Identify relationships, draw logical conclusions and interpret results for use in decision making
None required (Licenses/Certifications)
Fundamental concepts, principles and practices of the real estate industry or investment analysis are beneficial but not required
Experience in reviewing standard real estate documentation including financial projections, loan documents, various legal memorandums, draw requests, rent rolls, property financial statements, and certificates of occupancy/building permits is beneficial but not required
Experience in real estate financial projections is beneficial but not required
Skills
spreadsheets
database
office equipment
required software application
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off
Parental leave
Job Description Summary
Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training, and education to conduct real estate investment analysis and due diligence for multifamily developments within the low income housing tax credit (LIHTC) program for Raymond James Affordable Housing Investments (RJAHI). Substantial training and guidance is provided related to the LIHTC and real estate underwriting. Individual will perform varied work requiring analysis, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.
Job Description
Essential Duties and Responsibilities
•
Reviews standard real estate documentation for consistency with RJAHI’s requirements and
•
property specific investment criteria.
•
Reviews and updates financial projections to reflect actual property performance.
•
Reviews property financial statements, tax returns, cost certifications and low income housing tax credit (LIHTC) specific documentation.
•
Reviews legal documents/memorandums and performs other “due diligence” procedures in connection with the property.
•
Reviews, approves, and processes requests for capital contributions to property specific partnerships.
•
Performs other duties and responsibilities as assigned.
Knowledge of
•
Fundamental concepts, principles and practices of the real estate industry or investment analysis are beneficial but not required. Substantial training will be provided in real estate investment analysis, underwriting, and LIHTC requirements.
Skill in
Nice to have
•
Experience in reviewing standard real estate documentation including financial projections, loan documents, various legal memorandums, draw requests, rent rolls, property financial statements, and certificates of occupancy/building permits is beneficial but not required. Substantial training will be provided
•
Reading and understanding standard real estate and LIHTC specific documentation.
•
Experience in real estate financial projections is beneficial but not required.
•
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
•
Communicate effectively in both oral and written formats.
•
With some guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.
•
Provide accurate and high quality work product in a timely manner.
•
Proactively demonstrate readiness and ability to initiate action.
•
With some guidance/supervision, work independently as well as collaboratively within a positive team environment.
•
Compile data from multiple sources, review, and accurately input data into various spreadsheets or database
•
With some guidance/supervision, identify required tasks, develop timelines and execute.
•
Project a positive, professional image both internal and with external business contacts.
•
Convey information clearly and effectively through both formal and informal documents.
•
Identify relationships, draw logical conclusions and interpret results for use in decision making.
Educational/Previous Experience Requirements
•
Bachelor’s Degree (B.A.) in business, finance, accounting or related field.
•
OR ~
•
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
•
None required.
Travel Required: Yes, 10 % of the Time
Education
Bachelor’s (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Resident
Benefits
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.
About the company
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.
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