Portfolio Research & Analytics Associate

Raymond James; Huntsville (AL); On-site; USD 70,000 - 90,000; Full time

Job summary

Raymond James in Huntsville, AL is seeking a financial analysis professional to support Advisors by researching markets, developing investment reports, and building financial models. The role involves preparing industry and company research, and creating client-focused analyses to aid investment decisions.

The position emphasizes collaboration with Financial Advisors and internal/external clients, with responsibilities ranging from data collection to presenting portfolio insights and assisting

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
• SIE required; Series 7; Series 63/65/66 as required by state
• 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.
• 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.

Job description

Raymond James in Huntsville, AL is seeking a financial analysis professional to support Advisors by researching markets, developing investment reports, and building financial models. The role involves preparing industry and company research, and creating client-focused analyses to aid investment decisions.

The position emphasizes collaboration with Financial Advisors and internal/external clients, with responsibilities ranging from data collection to presenting portfolio insights and assisting