Investment Portfolio Associate

Raymond James

Quantitative models for market analysis
Client portfolio management support
Financial modeling and forecasting
The role involves developing investment recommendations for portfolio managers

Job Summary

  • The role involves developing investment recommendations for portfolio managers.
  • Regular interaction with Financial Advisors is essential for preparing research reports.
  • The company values a people-first culture and promotes professional growth.

Matching Summary

The role involves developing investment recommendations for portfolio managers.

Skills & Requirements

Must-have

  • Quantitative models for market analysis
  • Client portfolio management support
  • Financial modeling and forecasting

Nice-to-have

  • Effective client relationship management
  • Strong communication skills
  • Ability to manage multiple tasks

Key Requirements

  • Bachelor's Degree in related field
  • Minimum two years experience in financial services
  • SIE and Series 7 required

Work Rights

Not specified

Tailored Resume

Cover Letter