Investment Portfolio Analyst — Memphis

Fwainvest; Memphis (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James Memphis office is seeking an Investment Portfolio Associate to assist in portfolio analytics, asset allocation, and investment research for client portfolios. You will prepare research reports and financial models while supporting Financial Advisors with portfolio analyses and client meetings.

The role requires a Bachelor’s degree in a related field, 3+ years in financial services, and active FINRA licenses (SIE, Series 7, 63/65/66 as required).

Qualifications

• Bachelor’s degree in a related field with 3+ years in financial services
• SIE license required; exemption not applicable
• Series 7, 63, 65 and/or 66 required by state
• Additional licenses may be required as needed
• Experience in market research and portfolio analysis

Responsibilities

• Research investment products and asset allocation for portfolios
• Prepare industry and company specific research reports
• Develop financial models for revenue and income forecasts
• Assist in client presentations and proposals
• Support Financial Advisors with portfolio analysis
• Help with performance reports and investment manager searches

Skills

Market research

Financial analysis

Financial modeling

Report writing

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Job description

Raymond James Memphis office is seeking an Investment Portfolio Associate to assist in portfolio analytics, asset allocation, and investment research for client portfolios. You will prepare research reports and financial models while supporting Financial Advisors with portfolio analyses and client meetings.

The role requires a Bachelor’s degree in a related field, 3+ years in financial services, and active FINRA licenses (SIE, Series 7, 63/65/66 as required).