Investment Research Consultant

Raymond James

Not specified; not specified; not specified
Hybrid
Portfolio analytics and asset allocation analysis
Investment product research and comparative analysis
Client portfolio management and advisory support
The role involves analyzing portfolio analytics and asset allocation to provide tailored investment solutions for financial advisors

Job Summary

  • The role involves analyzing portfolio analytics and asset allocation to provide tailored investment solutions for financial advisors.
  • Candidates will educate advisors on portfolio management and proprietary firm technologies while supporting senior leaders in business development.
  • The position requires maintaining deep knowledge of complex investment research topics and leading team initiatives to improve operational processes.

Matching Summary

The role involves analyzing portfolio analytics and asset allocation to provide tailored investment solutions for financial advisors.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Portfolio analytics and asset allocation analysis
  • Investment product research and comparative analysis
  • Client portfolio management and advisory support
  • Proprietary technology adoption and training
  • Market knowledge of AMS products and platforms

Nice-to-have

  • Business development and prospecting skills
  • Team leadership and mentoring capabilities
  • Process improvement and strategic planning
  • White paper creation and complex reporting
  • Resilience in fast-paced environments

Key Requirements

  • Bachelor's degree in Business Administration, Finance, or related discipline
  • Minimum 3 years of financial services industry experience
  • Series 7 and Series 66 licenses required within one year of hire
  • Knowledge of advanced banking, finance, and securities operations
  • Ability to travel 25% of the time

Work Rights

Not specified

Tailored Resume

Cover Letter