Investment Portfolio Associate - Bilingual - English/Spanish
Raymond James Financial, Inc., New York, NY, United States
Responsibilities
Collects fundamental research on related companies as requested by FinancialAdvisors.
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios.
Assists in preparation of written industry and company specificreports
Assists in development of financial models for revenue and incomeforecasts.
AssistswithresearchandanalyticsusedinInvestmentStrategywhitepapersforFinancial Advisors.
Assistswithpreparationofpresentations,portfolio/equityanalyses,andproposalsforHigh Net Worth and institutional clients and prospects.
May participate in client meetings to identify client goals andtolerances.
Assists with developing individualized client investment strategy for FinancialAdvisor.
Responds to inquiries from Financial Advisors to research and resolveissues.
Preparescustomizedwrittenindustryandcompanyspecificreportsuponrequestto FinancialAdvisor.
Assists in development of financial models to forecast team revenue andincome.
Assists with preparation of scheduled and ad hoc performancereports.
Maintainschecklistsfortrackingperiodicinvestmentmanagers’reviewsbythirdpartyand independent investment managersearches.
Generatesperiodicreportsoninvestmentanalysesandpeergroupcomparisonswith relevant investment benchmarks forclients.
Interfaces effectively with all levels of staff in managingportfolios.
Completes ad hoc projects and reports asassigned.
Performs other duties and responsibilities asassigned.
Skills
Software necessary for portfolio analysis.
Investment concepts, practices and procedures used in the industry.
Principles of estate planning, trusts and securities industry operations.
Financial markets and products.
Effectively managing client relationships.
Strategic planning as part of client retention focus.
Gathering and compiling information and data.
Preparing and delivering written and oral presentations.
Operating standard office equipment and using required software applications.
Complete job duties independently, with little supervision.
Partner with other functional areas to accomplish objectives.
Communicate effectively, both orally and in writing.
Provide a high level of service.
Establish and maintain effective working relationships at all organizational levels.
Participate in professional organizations and activities.
Maintain currency in industry services and products.
Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
Fluent in English/Spanish, Verbal & Written Education/Experience 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
Licenses
SIE required provided that an exemption or grandfathering cannot beapplied
Series7
Series 63, 65and/or 66 as required by state
Additional licensesor designations may be required asneeded.
Compensation Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $75,000.00 to $100,000.00 base salary. May be eligible for discretionary compensation in the form of revenue share.
#J-18808-Ljbffr
Collects fundamental research on related companies as requested by FinancialAdvisors.
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios.
Assists in preparation of written industry and company specificreports
Assists in development of financial models for revenue and incomeforecasts.
AssistswithresearchandanalyticsusedinInvestmentStrategywhitepapersforFinancial Advisors.
Assistswithpreparationofpresentations,portfolio/equityanalyses,andproposalsforHigh Net Worth and institutional clients and prospects.
May participate in client meetings to identify client goals andtolerances.
Assists with developing individualized client investment strategy for FinancialAdvisor.
Responds to inquiries from Financial Advisors to research and resolveissues.
Preparescustomizedwrittenindustryandcompanyspecificreportsuponrequestto FinancialAdvisor.
Assists in development of financial models to forecast team revenue andincome.
Assists with preparation of scheduled and ad hoc performancereports.
Maintainschecklistsfortrackingperiodicinvestmentmanagers’reviewsbythirdpartyand independent investment managersearches.
Generatesperiodicreportsoninvestmentanalysesandpeergroupcomparisonswith relevant investment benchmarks forclients.
Interfaces effectively with all levels of staff in managingportfolios.
Completes ad hoc projects and reports asassigned.
Performs other duties and responsibilities asassigned.
Skills
Software necessary for portfolio analysis.
Investment concepts, practices and procedures used in the industry.
Principles of estate planning, trusts and securities industry operations.
Financial markets and products.
Effectively managing client relationships.
Strategic planning as part of client retention focus.
Gathering and compiling information and data.
Preparing and delivering written and oral presentations.
Operating standard office equipment and using required software applications.
Complete job duties independently, with little supervision.
Partner with other functional areas to accomplish objectives.
Communicate effectively, both orally and in writing.
Provide a high level of service.
Establish and maintain effective working relationships at all organizational levels.
Participate in professional organizations and activities.
Maintain currency in industry services and products.
Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
Fluent in English/Spanish, Verbal & Written Education/Experience 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
Licenses
SIE required provided that an exemption or grandfathering cannot beapplied
Series7
Series 63, 65and/or 66 as required by state
Additional licensesor designations may be required asneeded.
Compensation Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $75,000.00 to $100,000.00 base salary. May be eligible for discretionary compensation in the form of revenue share.
#J-18808-Ljbffr