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About the Role
As a Portfolio Advisory Associate, you will perform a variety of functions working with the Portfolio Advisory team, in cooperation with the broader Private Client Solutions (PCS) group, monitoring holdings within the firm’s model portfolios (Guided Portfolios), answering equity research-related inquiries, and helping translate investment views into actionable portfolio decisions. The candidate's contributions are important to effective model portfolio oversight, advisor-facing portfolio advisory support, and consistent implementation of PCS investment views across portfolios for the benefit of the Financial Advisors and their clients.
Responsibilities
- Monitor Guided Portfolio companies by tracking earnings releases, company announcements, news flow, and relevant research reports
- Support the development of portfolio-focused commentary, advisor-facing materials, and internal analysis that supports ongoing product due diligence requirements, portfolio reviews and investment decision-making
- Help ensure advisor-facing materials are consistent with investment views and cross-asset input from within PCS
- Build relationships with Investment Advisors, demonstrate a high level of customer service, and respond to advisor requests related to portfolio reviews, individual equities, and analyst insights
- Liaise with Institutional Equity Analysts to remain current on their outlooks and top ideas, participate in regular calls to assess evolving views, serve as a point of contact for advisor research inquiries, and support the evaluation of relevant analyst insights into Guided Portfolio discussions and decision-making processes
- Other duties as assigned
Requirements
- 1-3 years of relevant experience in financial services, investment research, or portfolio support
- Strong English writing skills - French fluency is an asset
- Undergraduate or post-graduate degree with a Finance or Economics focus
- Currently enrolled in, or completed, the CFA program
- Strong fundamental and quantitative analysis skills
- Excellent proficiency with MS Office particularly Word, Excel, and PowerPoint
- Experience with Bloomberg or FactSet is an asset
- Experience in programming or managing and analyzing datasets is an asset
- Knowledge of Python is a plus
- Financial modeling, graphing, and data analysis skills
- The ability to work independently as well as in a cooperative team environment
- Excellent oral and written communication skills
- Strong organizational skills
- Superior problem-solving skills
- The ability to work within deadlines in a high-volume, pressure-oriented environment
- The ability to effectively handle confidential information
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Skills
- Financial modeling
- Graphing
- Data analysis
- MS Office
- Word
- Excel
- PowerPoint
- Bloomberg
- FactSet
- Python
Location
- Canada
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Undergraduate or post-graduate degree
- CFA program
Salary/Compensations
- $68,000 - 73,000 annually
- competitive performance bonuses/incentives
Benefits
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
- At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.