Investment Portfolio Analyst & Research Specialist

Raymond James, Inc.; Huntsville (AL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Savings

Paid Time Off

Parental Leave

Job summary

Raymond James in Huntsville, AL, is seeking an Investment Portfolio Associate to assist in analyzing portfolio analytics, asset allocation, and investment holdings. You will prepare industry and company research, build financial models, and support Financial Advisors with investment recommendations.

You will contribute to client meetings and help develop customized investment strategies while maintaining strong communication with internal and external stakeholders.

Qualifications

• Bachelor’s degree in a related field and three years’ experience in the financial services industry with emphasis on conducting market research and analysis.
• SIE required; Series 7; Series 63, 65 and/or 66 as required by state; additional licenses may be required as needed.
• Education: Bachelor’s in Accounting, Business Administration or Finance; work experience in financial services and research.

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
• Assists in preparation of written industry and company specific reports.
• Assists in development of financial models for revenue and income forecasts.
• Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
• Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
• May participate in client meetings to identify client goals and tolerances.
• Assists with developing individualized client investment strategy for Financial Advisor.
• Responds to inquiries from Financial Advisors to research and resolve issues.

Skills

Financial analysis

Portfolio research

Industry research

Financial Modeling

Client support

Data collection

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Job description

Raymond James in Huntsville, AL, is seeking an Investment Portfolio Associate to assist in analyzing portfolio analytics, asset allocation, and investment holdings. You will prepare industry and company research, build financial models, and support Financial Advisors with investment recommendations.

You will contribute to client meetings and help develop customized investment strategies while maintaining strong communication with internal and external stakeholders.