$75,000.00 to $100,000.00 base salary; not specifi...
Remote
Portfolio analytics and asset allocation
Investment research and reporting
Financial modeling
Raymond James is seeking a Bilingual Investment Portfolio Associate to support Financial Advisors by conducting market research, analyzing portfolios, and preparing investment-related reports. The ideal candidate should have a background in financial services, be fluent in both English and Spanish, and hold relevant licenses
Job Summary
Assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios and make appropriate recommendations.
Provide professional support to Financial Advisors by preparing research, writing reports, and creating financial models.
Respond to inquiries from Financial Advisors to research and resolve issues and prepare customized reports upon request.
Matching Summary
Match Score: 85
Raymond James is seeking a Bilingual Investment Portfolio Associate to support Financial Advisors by conducting market research, analyzing portfolios, and preparing investment-related reports. The ideal candidate should have a background in financial services, be fluent in both English and Spanish, and hold relevant licenses.
Salary
$75,000.00 to $100,000.00 base salary; Not specified; Not specified