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Raymond James · 1 day ago

Investment Portfolio Associate

Birmingham, MI

Full-time

Onsite

Entry Level

2+ years exp

Raymond James is seeking an Investment Portfolio Associate to assist in analyzing portfolio analytics, asset allocation, and investment holdings. The role involves developing investment recommendations and providing support to Financial Advisors by preparing industry research and financial models.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Investment analysisFinancial modelingMarket researchClient relationship managementPortfolio analysis softwareStrategic planningData gatheringProfessional developmentHigh service levelEffective communicationTeam collaborationTime managementPresentation skillsAdaptability

Required

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, or any equivalent combination of education, experience and/or training approved by Human Resources

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

General Experience - 13 months to 3 years

Preferred

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS) (Required)

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)