ph3Job Description Summary /h3pUnder 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. /ph3Job Description /h3pResponsibilities /pulliCollects fundamental research on related companies as requested by Financial Advisors. /liliUses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. /liliAssists in preparation of written industry and company specific reports /liliAssists in development of financial models for revenue and income forecasts. /liliAssists with research and analytics used in Investment Strategy white papers for Financial Advisors. /liliAssists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. /liliMay participate in client meetings to identify client goals and tolerances. /liliAssists with developing individualized client investment strategy for Financial Advisor. /liliResponds to inquiries from Financial Advisors to research and resolve issues. /liliPrepares customized written industry and company specific reports upon request to Financial Advisor. /liliAssists in development of financial models to forecast team revenue and income. /liliAssists with preparation of scheduled and ad hoc performance reports.



/liliMaintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. /liliGenerates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients. /liliInterfaces effectively with all levels of staff in managing portfolios. /liliCompletes ad hoc projects and reports as assigned. /liliPerforms other duties and responsibilities as assigned. /li /ulpEducation/Experience Requirements /pulliBachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis ~or~ /liliAn equivalent combination of experience, education and/or training as approved by Human Resources /li /ulh3Licenses /h3ulliSIE required provided that an exemption or grandfathering cannot be applied /liliSeries 7 /liliSeries 63, 65 and/or 66 as required by state /liliAdditional licenses or designations may be required as needed. /li /ulh3Education /h3pBachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance /ph3Work Experience /h3pGeneral Experience - 13 months to 3 years /ph3Certifications /h3ps6 - Investment Company Products/Variable Contracts Representative Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)



/ph3Travel /h3pLess than 25% /ph3Workstyle /h3pResident /ppThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. /ppThis position is eligible for a benefits package that may include: /pullimedical, dental, and vision; /lililife insurance; /lilicritical illness insurance and accident insurance; /lilidisability benefits; /liliretirement savings; /lilipaid time off (including vacation, holidays, and sick leave); /liliand parental leave. /li /ulpEligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. /ph3Company Culture /h3pAt 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. /ph3Core values and expectations /h3ulliGrow professionally and inspire others to do the same /liliWork with and through others to achieve desired outcomes /liliMake prompt, pragmatic choices and act with the client in mind /liliTake ownership and hold themselves and others accountable for delivering results that matter /liliContribute to the continuous evolution of the firm /li /ulpAt 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. /pp#LI-AS1 /p /p #J-18808-Ljbffr

📌 Investment Portfolio Associate (Naples, FL) (Napoli)
🏢 raymondjames
📍 Napoli