CrawlJobs Logo

Securities Pricing & Data Specialist

raymondjames.com Logo

Raymond James

Location Icon

Location:
United States , Southfield

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Monitor and reconcile security product pricing & data. Follow operational processes to accurately update any security features deemed necessary. Ensure all securities in the operational system are correctly set up.

Job Responsibility:

  • Monitor Security Pricing & Data Feeds: Oversee the integration of security data into operational systems, promptly identifying and resolving any errors or discrepancies
  • Pricing & Data Reconciliation: Regularly review and reconcile security pricing & data to ensure accuracy and consistency across systems
  • Technology Systems Understanding: Develop quality knowledge and understanding of how operations technology systems function and support business processes
  • Enhance Pricing & Data Coverage: Continuously seek opportunities to improve the depth of security data coverage
  • Policy & Compliance Knowledge: Develop a strong understanding of organizational policies, procedures, and applicable regulatory requirements
  • Operational Execution: Perform operational tasks by adhering to established processes and contributing to the development of new procedures to meet performance standards
  • Pricing Team & Data Team Support: Provide direct support to the operations pricing & data teams, including gaining familiarity with pricing policies and procedures
  • Client Communication: Deliver client support via email and phone, ensuring responses meet departmental service level standards
  • Cross-Department Collaboration: Work closely with internal departments on security pricing & data initiatives, technological enhancements, and process improvement projects
  • Vendor Relationship Management: Build in-depth knowledge of the department’s security pricing & data vendors and their data feed processes

Requirements:

  • Willingness to Learn: Demonstrated ability to quickly grasp operational tasks, policies, and procedures
  • Critical Thinking: Strong analytical skills to diagnose issues and implement effective solutions
  • Interpersonal Skills: Ability to provide excellent client support and collaborate effectively with team members and cross-functional departments
  • Technological Proficiency: Intermediate-level skills in using operational technology systems and related tools
  • Organizational Skills: Capable of managing multiple tasks efficiently while maintaining attention to detail
  • Time Management: Proven ability to prioritize responsibilities and meet deadlines in a dynamic environment
  • Risk Awareness: Understanding of operational risks and the ability to identify and mitigate potential issues proactively
  • High School Diploma/GED - Required
  • Bachelor’s Degree - Highly preferred
  • Any equivalent combination of experience, education, and/or training approved by Human Resources
  • General Experience - 7 to 12 months

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Raymond James - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Securities Pricing & Data Specialist

Senior Contracting Specialist

We are in search of a highly motivated candidate who possesses a decade of prove...
Location
Location
United States , San Diego
Salary
Salary:
80000.00 - 125000.00 USD / Year
tecolote.com Logo
Tecolote Research
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10 years of demonstrated experience in DoD Program Management contracting processes throughout the entire lifecycle
  • Experience executing DoDD 5000.01, DoDI 5000.02, SECNAVINST 5000.2 series governing acquisition programs in the DoD Components, and other acquisition management policies addressed in DoD 5000 series
  • Experience with executing statutory and policy procurement-related requirements (FAR, DFARS, NMCARS, DoD 5000 series)
  • Experience developing contract strategies to incentivize industry performance
  • conduct market research
  • acquisition planning
  • cost and price analysis, solicitation and selection of sources
  • and perform all phases of contract administration
  • Must be able to work autonomously and within a team collaborative environment
  • Experience developing contract documents, e.g. Request for Proposals, Statements of Work, Contract Data Requirements Lists (CDRL), Contract Line Item Numbers (CLIN), DD-254’s, Acquisition Plans, Source Selection Plans, Justifications, Approvals, Determinations and Findings
Job Responsibility
Job Responsibility
  • Provide methods, processes, and tools to strive for cost, schedule, and performance efficiencies as related to procurement strategies
  • Identify and correct problems and make recommendations as they relate to programmatic contract management
  • Develop and update documentation to support the above such as briefs, training packages, Standard Operating Procedures (SOP), policy updates, and guidebooks
  • Provide administrative and advisory support as required during Government
  • Provide overarching assistance with programmatic contract related matters
  • Advise the Government on areas such as PWS development, CLIN structure, evaluation criteria
  • Interpret and provide expert advice on contracting policy, regulation and statute when requested
  • Support contract strategies, planning, coordinating, developing, analyzing, and issue resolution
  • Develop, collect, analyze, and prepare metrics data for wide contract planning and actions
  • Assist the Government in maintaining a conformed contract, including exhibits, appendices, award fee payments, security requirements and any other changes due to contract modifications
What we offer
What we offer
  • Company Paid Major Medical Insurance for employees and family members
  • Dental Insurance for employees and family members
  • Vision Insurance for employees (employee-paid for family members)
  • Group Life Insurance
  • Accidental Death and Dismemberment Insurance
  • Travel Accident Insurance
  • Long-Term Disability
  • Voluntary Short-Term Disability
  • Supplemental Life Insurance
  • Flexible Spending Account (pre-tax deferrals for health care expenses)
  • Fulltime
Read More
Arrow Right
New

Sales Support Specialists

The person we’re looking for is a self starting, data savvy sales performance sp...
Location
Location
South Korea , Gwangmyeong-Si, Gyeonggido
Salary
Salary:
Not provided
https://www.ikea.com Logo
IKEA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Self starting, data savvy sales performance specialist
  • Ability to operate as a team of one turning insights into action with pace
  • Analytical storyteller with deep fluency in IKEA tools, processes, and cycles
  • Build clean data pipelines with the Digital Hub in China
  • Translate data into clear pricing, supply forecasting, and sales activation decisions
  • Equally at home in spreadsheets and on the shop floor
  • Hardwire performance rhythms (dashboards, KPI follow up, A/B tests) across our omnichannel reality
  • Spot deviations early and mobilize Business Leaders to course correct
  • Handle necessary administration (range dimensioning, sales steering tools, comms proofing)
  • Push for higher conversion, cross sell, and add on opportunities
Job Responsibility
Job Responsibility
  • Work closely together with the digital hub to make sure the right data lands at the right place
  • Coordinate setting prices and supply forecasting across the Home Furnishing Business area
  • Ensure pricing and supply forecasting support achieving the target financial frame
  • Perform selling administrative tasks including range dimensioning, activity-related administration, range management, proof reading e.g., of commercial communication, updating sales steering tools, reporting, and sales monitoring in order to support Business Leaders
  • Monitor sales and gross margin performance, identify deviations, and activate the business via Business Leaders
  • Actively cooperate with all key stakeholders within commercial and beyond to secure integration, common focus and to maximize impact (for example Digital, CFF, Communications, Sustainability, BNOF, People & Culture)
  • Fulltime
Read More
Arrow Right

Senior Security Technology Sales Specialist

The Senior Security Technology Sales Specialist at NTT DATA will leverage their ...
Location
Location
Switzerland , Zurich
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • German or French proficiency at C1/C2 level
  • Advanced sales experience in a technology or services environment, particularly selling Security solutions
  • Experience in selling Managed Services to large multinationals
  • Advanced experience of IT Managed Services environment
  • Advanced demonstrable experience of solution-based selling with a proven track record of sales over-achievement
  • Advanced experience in selling complex security solutions and services to C-Level clients
  • Advanced experience in resolving a wide range of issues in creative ways to meet targets and objectives
  • Advanced understanding of security principles, concepts, and technologies, including knowledge of cybersecurity infrastructure solutions, threat management, network security, service design, SecOps, AIOps, DATA security/privacy and best practices in securing DATA and IT infrastructure
  • Advanced understanding of the technical concepts of Security solutions and display the ability to provide technical consultation and guidance to customers
  • Advanced proficiency in developing and encouraging meaningful customer relationships up to C-level
Job Responsibility
Job Responsibility
  • Owns and drives pipeline to achieve allocated security budget numbers
  • Drives positive brand recognition on security business in-country
  • Maintains subject matter expertise in the Security technology domain or solutions set
  • Supports the closure of sales based on Security technology domain knowledge
  • Addresses the technology conceptual challenges during the sales process
  • Maintains a comprehensive level of relevant product and service knowledge to have meaningful conversations with potential and existing clients
  • Maintains awareness of the competitive landscape, market pricing, and strategy and how to penetrate a new market
  • Contributes to the knowledge base of the company's solutions and services within a practice area or service area by sharing best practices with internal teams, as well as client teams
  • Works with relevant technology vendors and ensures a deep understanding of their solutions and how they can contribute to our own solutions set
  • Articulates the Security solution/deliverables that the client requires, as opposed to the products that they need to buy
What we offer
What we offer
  • Workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive
  • Fulltime
Read More
Arrow Right

Direct Buyer Specialist

We are looking for an experienced Direct Buyer Specialist to join our team in Ch...
Location
Location
United States , Chula Vista
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in procurement or purchasing roles, preferably in production environments
  • Strong proficiency in Microsoft Excel and PowerPoint for reporting and analysis
  • Familiarity with ERP systems and their application in procurement processes
  • Excellent negotiation skills to secure optimal pricing and delivery terms
  • Ability to analyze complex data and make informed decisions
  • Knowledge of commodities, pricing strategies, and financial practices
  • Effective communication skills to collaborate across departments
  • Detail-oriented with a strong focus on compliance and operational efficiency
Job Responsibility
Job Responsibility
  • Coordinate procurement activities to meet production schedules and operational needs
  • Analyze supplier performance to ensure compliance and maintain quality standards
  • Develop and execute purchase orders while adhering to company policies and financial practices
  • Conduct detailed pricing and cost analysis to support budget objectives
  • Collaborate with engineering and operations teams to align procurement goals with production requirements
  • Monitor and report on commodity trends to optimize purchasing strategies
  • Utilize ERP systems to streamline procurement processes and data management
  • Negotiate contracts with suppliers to secure favorable terms and delivery schedules
  • Prepare and present metric reports to evaluate procurement efficiency
  • Ensure timely delivery of materials and maintain strong supplier relationships
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Sf - Cpq Tech Lead

We are currently seeking a SF - CPQ Tech Lead to join our team in Pune, Mahārāsh...
Location
Location
India , Pune
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 6+ years' experience in SFDC CPQ
  • Minimum of 5 Salesforce Certifications
  • Minimum 6 years Salesforce consulting experience w/min. 8+ years in I.T.
  • Minimum of 5 E2E project in the CPQ space
  • Minimum 6+ years of operational experience with complex price books, discount and contracted pricing, contract, and renewal management
  • Minimum 6+ years' experience with developing quote output templates, price, and product rules
  • Experience with product and pricing data migration using Data Loader
  • Experience in Custom Objects, Custom Tabs, Custom Fields, Validation Rules, Workflow Rules, Page Layouts, Record Types, Lookup Relationship, Master-detail Relationships
  • Salesforce CPQ Specialist Certification
  • Sales Cloud Certification
Job Responsibility
Job Responsibility
  • CPQ Tech Lead with experience in Salesforce Partnership Management, Pricebook set-up, Product configuration Quote Management, Data Migration and Sales Cloud
  • Experience/Exposure to Salesforce Revenue Cloud
  • Develop OOB solutions using Salesforce CPQ functionality & receive guidance & direction from the CPQ Solution Architect
  • Translate simple to complex user stories into functional and actionable CPQ features within the Salesforce environment (consulting with CPQ SA)
  • Participate in daily stand ups, team status meetings, bug reviews and triaging and contribute information to status, risk, and issue reports
  • Ensure functionality is delivered per the SOW, identifying deviations and communicate to project leadership
  • Follow all project standard operating procedures (SOP) related to time reporting, DevOps, reporting status, updating PM/ticketing system for assignments, bugs, events, incidents, requests, changes, problems, etc.
  • Implement new enhancements including creation of custom objects, workflows, email alerts, templates, and price rules
  • Fulltime
Read More
Arrow Right
New

Revenue Systems Administrator

As a Revenue Systems Administrator, you will be the technical driver behind our ...
Location
Location
United States
Salary
Salary:
104000.00 - 143000.00 USD / Year
wiz.io Logo
Wiz
Expiration Date
May 31, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of Salesforce Administration experience, with at least 2 years specifically focused on Salesforce CPQ or Agentforce Revenue Management (ARM) in a high-growth SaaS environment
  • Proven hands-on experience with the core CPQ toolkit: Bundles, Product Rules, Price Rules, Quote Templates, and Advanced Approvals
  • Advanced proficiency in Salesforce Flow
  • ability to build complex, high-performing automations while maintaining a clicks-not-code first approach
  • A security-first and data integrity mindset
  • An uncompromising focus on data accuracy, particularly regarding financial records, products, and transaction history
  • The ability to work independently to trace data discrepancies back to the root cause in a Price Rule or Flow and implement a permanent fix
  • Familiarity with Agile/Scrum ceremonies and tools (e.g., Jira) to manage work intake and iterative delivery
  • Ability to translate complex financial requirements into technical configurations and explain technical limitations to non-technical stakeholders
  • Salesforce Certified Administrator and Salesforce Certified CPQ Specialist (Preferred)
Job Responsibility
Job Responsibility
  • Contribute to the day-to-day administration of Salesforce CPQ, balancing strategic project work with functional support to ensure the continuous health of our revenue systems
  • Design, build, and test complex Price Rules and Product Rules to enforce pricing guardrails and ensure data fidelity
  • Utilize Salesforce Flow to automate Quote-to-Cash processes, reducing manual overhead and ensuring consistency across the Salesforce platform
  • Maintain and refine the Advanced Approvals framework to provide leadership with clear visibility into discounting and non-standard deal terms
  • Manage Order Form templates and conditional logic to ensure legal language and quote terms are accurate and seamless for the Sales team
  • Act as the primary technical support for Sales Ops and Finance, resolving complex issues related to quoting, renewal and amendment generation, and contracting
  • Participate in the full application lifecycle, from sandbox development to production, using Gearset Pipelines to adhere to our CI/CD protocols
What we offer
What we offer
  • Medical, dental and vision insurance
  • Home Office Setup reimbursement
  • Flexible Spending Accounts
  • Monthly Connectivity reimbursement
  • Employee Assistance Program (EAP)
  • Short- and Long-term Disability Insurance
  • Life & Accident Insurance
  • 401(k) Retirement Savings Plan (with employer match)
  • Flexible paid time off + 11 paid holidays
  • Paid leave programs, including parental, pregnancy health, medical and bereavement leave
  • Fulltime
Read More
Arrow Right
New

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...
Location
Location
United States , Atlanta
Salary
Salary:
75000.00 - 100000.00 USD / Year
Voya Financial
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
  • Strong fixed income knowledge required and fixed income experience a plus
  • Expect pursuit of CFA Investment Foundations designation
  • Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
  • Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
  • Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
  • Strong interpersonal skills with ability to engage with many individuals throughout the organization
  • Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
  • Background in CPA or CFA preferred
  • Ability to multi-task and work in a high-paced, team-oriented environment
Job Responsibility
Job Responsibility
  • Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
  • Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
  • Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
  • Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
  • Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
  • Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
  • Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
  • Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
  • Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
  • Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines
What we offer
What we offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
  • Paid volunteer time — 40 hours per calendar year
  • Fulltime
Read More
Arrow Right

Salesforce CPQ Technical Lead

The Salesforce CPQ Technical Lead role at NTT DATA requires a minimum of 6 years...
Location
Location
India , Noida
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 6+ years experience in SFDC CPQ
  • Minimum of 5 Salesforce Certifications
  • Minimum 6 years Salesforce consulting experience w/min. 8+ years in I.T.
  • Minimum of 5 E2E project in the CPQ space
  • Minimum 6+ years of operational experience with complex price books, discount and contracted pricing, contract, and renewal management
  • Minimum 6+ years experience with developing quote output templates, price, and product rules
  • Experience with product and pricing data migration using Data Loader
  • Experience in Custom Objects, Custom Tabs, Custom Fields, Validation Rules, Workflow Rules, Page Layouts, Record Types, Lookup Relationship, Master-detail Relationships
  • Salesforce CPQ Specialist Certification
  • Sales Cloud Certification
Job Responsibility
Job Responsibility
  • Develop OOB solutions using Salesforce CPQ functionality & receive guidance & direction from the CPQ Solution Architect
  • Translate simple to complex user stories into functional and actionable CPQ features within the Salesforce environment (consulting with CPQ SA)
  • Participate in daily stand ups, team status meetings, bug reviews and triaging and contribute information to status, risk, and issue reports
  • Ensure functionality is delivered per the SOW, identifying deviations and communicate to project leadership
  • Follow all project standard operating procedures (SOP) related to time reporting, DevOps, reporting status, updating PM/ticketing system for assignments, bugs, events, incidents, requests, changes, problems, etc.
  • Implement new enhancements including creation of custom objects, workflows, email alerts, templates, and price rules
Read More
Arrow Right