Investment/Portfolio Associate - Miami, FL

Raymond James & Associates • Coral Gables, FL

309d

About The Position

The Investment/Portfolio Associate position at Raymond James involves supporting Financial Advisors by conducting fundamental research on companies, utilizing analytical tools for investment product analysis, and assisting in the preparation of reports and financial models. The role includes developing client investment strategies, preparing presentations, and maintaining communication with clients to ensure their investment goals are met. The associate will also be responsible for generating periodic investment analyses and reports, managing multiple tasks in a fast-paced environment, and completing ad hoc projects as assigned.

Requirements

• Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis.
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.
• Additional licenses or designations may be required as needed.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree