Raymond James · 1 day ago
Investment Portfolio Associate - Locust Valley, NY
Locust Valley, NY
Full-time
Onsite
Entry Level
$60K/yr - $90K/yr
2+ years expRaymond James is a financial services firm seeking an Investment Portfolio Associate to assist in analyzing portfolio analytics and making recommendations. The role involves supporting Financial Advisors with research, data organization, and financial modeling, while maintaining regular contact with clients and internal teams.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
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
Knowledge of software necessary for portfolio analysis
Knowledge of investment concepts, practices and procedures used in the industry
Knowledge of principles of estate planning, trusts and securities industry operations
Knowledge of financial markets and products
Knowledge of effectively managing client relationships
Knowledge of strategic planning as part of client retention focus
Knowledge of gathering and compiling information and data
Knowledge of preparing and delivering written and oral presentations
Knowledge of operating standard office equipment and using required software applications
Ability to complete job duties independently, with little supervision
Ability to partner with other functional areas to accomplish objectives
Ability to communicate effectively, both orally and in writing
Ability to provide a high level of service
Ability to establish and maintain effective working relationships at all organizational levels
Ability to participate in professional organizations and activities
Ability to maintain currency in industry services and products
Ability to manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment
Benefits
Annual discretionary bonus
Monthly performance payout
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase