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About the Role

Under direct supervision, uses specialized knowledge and skills to assist in analyzing client portfolios, asset allocation, and investment holdings, making recommendations when warranted. Provides professional support to Financial Advisors by preparing research, writing reports, and creating financial models. Requires regular contact with internal and external customers.

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.

Requirements

• Bachelor’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 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 required.
• Series 63, 65 and/or 66 as required by state.
• Additional licenses or designations may be required as needed.

Skills

• Market research
• Analysis
• Financial modeling
• Investment research
• Portfolio analysis
• Asset allocation
• Client relations

Location

• Resident

Work Type

• Full-time

Experience Level

• 3 to 6 years

Education Level

• Bachelor’s: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance

Salary/Compensations

• $62,353.20-$0.00

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

About the Company

• 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.
• 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.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
• 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.