Senior Investment Portfolio Analyst - New York, NY

Raymond James•City of Lockport, NY

8d•Hybrid

About The Position

Job Summary: Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AM2 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Bachelor’s Degree in a related field and a minimum of four years’ experience in the financial services industry with an emphasis on conducting market research and analysis ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state

Nice To Haves

Certified Financial Analyst preferred

Responsibilities

Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors.
Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests.
Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients.
Collects and compiles fundamental research on related companies in response to client inquiries.
May lead client meetings to identify client goals and tolerances.
Develops and presents individualized client investment strategy
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
Presents or responds to inquiries from Financial Advisors and/or clients to research and resolve issues.
Creates presentations to clients and prospects under the direction of Financial Advisors.
Prepares customized written industry and company specific reports upon request to clients.
Develops financial models to forecast team revenue and income.
Performs research and analytics used in Investment Strategy white papers for financial advisor or client use.
Coordinates preparation of scheduled and ad hoc performance reports.
Collaborates with internal and external product experts to insure proper due diligence of products.
Develops and 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.