Portfolio Research & Strategy Analyst

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

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.