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Raymond James · 2 days ago

Senior Investment/Portfolio Analyst - Locust Valley, NY

Locust Valley, NY

Full-time

Onsite

Mid, Senior Level

$100K/yr - $150K/yr

3+ years exp

Raymond James is a financial services firm, and they are seeking a Senior Investment/Portfolio Analyst to assist in analyzing portfolio analytics and asset allocation. The role involves providing professional support to Financial Advisors, preparing research reports, and maintaining financial models while managing client relationships.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Investment analysisFinancial modelingClient relations managementSIE certificationSeries 7 certificationMarket researchFinancial planning softwareSeries 63/65/66 certificationMulti-taskingPresentation skillsInterpersonal communicationSelf-motivation

Required

Bachelor's Degree in Finance, Accounting or Business and a minimum of three years of experience in the financial industry 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

Preferred

Certified Financial Analyst preferred

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)