Investment Portfolio Associate (Georgetown, TX)

100 Raymond James & Associates, Inc.; Georgetown (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement savings plan

Paid time off and holidays

Job summary

Raymond James is seeking a qualified analyst to support Financial Advisors by researching portfolios, assets, and investment products. You will build financial models, prepare industry reports, and contribute to strategy papers for high net worth and institutional clients.

As part of a collaborative team, you will develop client-focused investment strategies, participate in meetings, and deliver analytical insights to support portfolio decisions and revenue forecasts.

Qualifications

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

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 portfolio analyses.
• Assists in preparation of written industry and company reports.
• Develops financial models for revenue and income forecasts.
• Contributes to Investment Strategy white papers for Financial Advisors.
• Prepares presentations, portfolio analyses, and proposals for High Net Worth and institutional clients.
• May participate in client meetings to identify goals and tolerances.
• Develops individualized client investment strategies with Financial Advisors.
• Responds to inquiries to research and resolve issues.
• Produces customized industry and company-specific reports upon request.
• Develops financial models to forecast team revenue and income.
• Prepares scheduled and ad hoc performance reports.
• Maintains checklists for monitoring reviews and searches.

Skills

Analytical thinking

Financial analysis

Research

Financial modeling

Education

Bachelor’s: Business Administration

Bachelor’s: Finance

Bachelor’s (Required)

Bachelor’s degree in related field

Job description

Job Description 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.

Job Description 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.
• Prepares customized written industry and company specific reports upon request to Financial Advisor.
• Assists in development of financial models to forecast team revenue and income.
• Assists with preparation of scheduled and ad hoc performance reports.
• Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
• Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
• Interfaces effectively with all levels of staff in managing portfolios.
• Completes ad hoc projects and reports as assigned.
• Performs other duties and responsibilities as assigned.

Education/Experience Requirements

Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

SIE required provided that an exemption or grandfathering cannot be applied Series 7 Series 63, 65 and/or 66 as required by state Additional licenses or designations may be required as needed.

Education

• Bachelor’s: Business Administration
• Bachelor’s: Finance
• Bachelor’s (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

• s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
• s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

Total Compensation

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.

Benefits Package

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.

Guiding Behaviors

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.

Key Expectations

• 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

People-First Culture

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.

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Company Values

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.