Portfolio Analytics & Research Associate

Raymond James; Naples (FL); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James in Naples, FL seeks a Research Associate to support Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings. You will prepare industry and company research, collect data, and build financial models for client portfolios.

Under supervision, you will generate reports, assist with client meetings, and contribute to investment strategy work and presentations for high net worth and institutional clients.

Qualifications

• Bachelor’s degree in related field with three years of experience in financial services (market research/analysis).
• Experience collecting data, preparing industry and company research, and creating financial models.

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Uses analytical tools and methodologies to research investment products, asset allocation, and portfolio comparisons.
• Assists in preparation of written industry and company reports.
• Develops financial models for revenue and income forecasts.
• Supports Investment Strategy white papers with research and analytics.
• Prepares presentations, portfolio analyses, and proposals for High Net Worth and institutional clients.

Skills

Financial analysis

Portfolio analytics

Research

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

Job description

Raymond James in Naples, FL seeks a Research Associate to support Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings. You will prepare industry and company research, collect data, and build financial models for client portfolios.

Under supervision, you will generate reports, assist with client meetings, and contribute to investment strategy work and presentations for high net worth and institutional clients.