Investment Portfolio Associate (Georgetown, TX)

Raymond James; Georgetown (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Parental leave

Life insurance

Job summary

Raymond James is seeking a detail-oriented investment research professional to assist in analyzing portfolio analytics, asset allocation, and client holdings under supervision. You will support Financial Advisors by compiling industry and company research, building financial models, and preparing reports that inform investment decisions.

The role involves using analytical tools, collaborating with team members, and presenting findings to support strategy for high-net-worth and institutional

Qualifications

• Bachelor’s degree in a related field and three years’ experience in financial services with emphasis on market research.
• Equivalent combination of experience, education and/or training as approved by HR.
• SIE required; Series 7 and Series 63/65/66 as needed by state.

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Uses analytical tools to research investment products, asset allocation and portfolio analysis.
• Assists in development of financial models for revenue and income forecasts.
• Prepares customized written industry and company reports for Advisors.
• Supports client meetings to identify goals and tolerances.

Skills

Analytical skills

Research

Financial modeling

Communication

Team collaboration

Education

Bachelor’s degree in related field

Bachelors: Business Administration/Finance

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 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.

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.

Education/Experience Requirements

• Performs other duties and responsibilities as assigned.
• 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

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.

• 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)
• 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.

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.

We Expect Our Associates At All Levels To

• 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

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