Portfolio Analytics Specialist

Raymond James Financial, Inc.; Georgetown, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Raymond James Financial, Inc. seeks an Investment Portfolio Associate in Georgetown, TX to support Financial Advisors with portfolio analytics, asset allocation, and investment research. You will prepare industry and company research, maintain financial models, and assist in client presentations and proposals.

Regular interaction with clients and staff is required. The role emphasizes collaboration, data analysis, and contributing to investment strategy papers for advisor teams.

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.
• An equivalent combination of experience, education and/or training as approved by Human Resources.

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Research investment products, asset allocation and portfolio comparisons using analytical tools and software.
• Develops financial models for revenue and income forecasts.
• Prepare industry and company specific reports for Financial Advisors.
• Assist with presentations and portfolio analyses for High Net Worth and institutional clients.

Skills

Portfolio analysis

Financial research

Financial modeling

Client communication

Market research

Education

Bachelor's degree

Job description

Raymond James Financial, Inc. seeks an Investment Portfolio Associate in Georgetown, TX to support Financial Advisors with portfolio analytics, asset allocation, and investment research. You will prepare industry and company research, maintain financial models, and assist in client presentations and proposals.

Regular interaction with clients and staff is required. The role emphasizes collaboration, data analysis, and contributing to investment strategy papers for advisor teams.