Investment Portfolio Associate (Naples, FL)

100 Raymond James & Associates, Inc.; Naples (FL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Parental leave

Retirement savings

Job summary

Raymond James & Associates, Inc. seeks an analytical professional to support Financial Advisors by researching industries and companies, building financial models, and preparing investment analyses for client portfolios.

The role involves developing research reports, assisting with strategy papers, and generating presentations for high net worth and institutional clients, with licensing requirements to be met as needed.

Qualifications

• Bachelor’s degree in a related field and three years’ experience in financial services with market research and analysis.
• SIE required; Series 7/63/65/66 licenses may be required by state.
• Related certifications or designations may be required as needed.

Responsibilities

• Collect fundamental research on related companies for Financial Advisors.
• Use analytical tools to research investment products, asset allocation and portfolio comparisons.
• Prepare written industry and company reports and develop financial models.
• Assist with research for Investment Strategy white papers and client proposals.
• Support meetings with High Net Worth and institutional clients; respond to inquiries.

Skills

Market research

Financial analysis

Portfolio analytics

Financial modeling

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Tools

FINRA exams

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: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

s6 - Investment Company Products/Variable Contracts Representative 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.

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.

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.

#LI-AS1

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.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you.

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. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James - and why they stay.