Investment Portfolio Associate

Raymond James; Locust Valley (NY); On-site; USD 31,280 - 42,500; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Job summary

Raymond James in Locust Valley, NY seeks a finance professional to support senior advisors by analyzing portfolios, researching markets, and preparing investment recommendations. You will compile data, build models, and deliver clear presentations to clients and internal partners.

The role requires a Bachelor’s degree or two years in financial services, SIE and Series 7 (63/65/66 as required). You’ll manage multiple tasks in a fast-paced environment while maintaining high-quality client service.

Qualifications

• Bachelor’s degree OR minimum of two years in financial services with customer-service focus.
• Knowledge of financial markets and products.
• SIE and Series 7 required; Series 63/65/66 as required by state.

Responsibilities

• Provide senior client support to high-net-worth clients.
• Assist with basic operations and trade processing as needed.
• Prepare presentations, portfolio analyses, and client proposals.
• Participate in client meetings to identify goals and tolerances.
• Develop individualized client investment strategies with the advisor.
• Generate periodic investment analyses reports.

Skills

Financial markets

Client relationships

Data gathering

Excel

Communication

Time management

Education

Bachelor’s degree OR 2+ years experience

Job description

Job Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Essential Duties And Responsibilities

• Provide senior client support to high-net-worth clients
• Basic operations and trade processing as needed
• Assists with preparation of presentations, portfolio/equity analyses, and proposals for clients and prospects
• May participate in client meetings to identify client goals and tolerances
• Assists with developing individualized client investment strategy for Financial Advisor
• Generates periodic reports on investment analyses
• Performs other duties and responsibilities as assigned

Knowledge, Skills, And Abilities

• Knowledge of financial markets and products
• Effectively managing client relationships
• Gathering and compiling information and data
• Intermediate Excel experience required
• Skill in effectively managing client relationships
• Strategic planning as part of client retention focus
• Preparing and delivering written and oral presentations
• Complete job duties independently, with little supervision
• Communicate effectively, both orally and in writingProvide a high level of service
• Manage multiple tasks with changing priorities to meet deadlines and goals in a fast-paced environment
• Bachelor’s Degree OR minimum of two (2) years of experience in financial services environment with customer-service focus
• SIE required
• Series 7 required
• Series 63, 65 and/or 66 as required by state

This is the pay range that Magnit reasonably expects to pay for this position: $31.88/hour - $42.50/hour

Benefits: Medical, Dental, Vision, 401K