Portfolio Analysis & Client Strategy 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

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.