Investment Portfolio Associate- Coral Gables, Fl (bilingual Requirement)

Raymond James

Coral Gables, Florida, US
Remote
Portfolio analytics and asset allocation
Investment holdings analysis
Financial modeling and forecasting
Raymond James is seeking a bilingual Investment Portfolio Associate in Coral Gables, Florida, to support Financial Advisors with portfolio analytics, research, and client interactions. The ideal candidate should have a bachelor's degree and relevant experience in financial services, particularly in market research and analysis

Job Summary

  • Assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios and make appropriate recommendations when warranted.
  • Provide professional support to Financial Advisors by preparing industry and company research, writing investment-related research reports, and creating/maintaining financial models.
  • The position requires Spanish language proficiency and may involve client meetings to identify client goals and tolerances.

Matching Summary

Match Score: 85

Raymond James is seeking a bilingual Investment Portfolio Associate in Coral Gables, Florida, to support Financial Advisors with portfolio analytics, research, and client interactions. The ideal candidate should have a bachelor's degree and relevant experience in financial services, particularly in market research and analysis.

Skills & Requirements

Must-have

  • Portfolio analytics and asset allocation
  • Investment holdings analysis
  • Financial modeling and forecasting
  • Client portfolio preparation
  • Spanish language proficiency

Nice-to-have

  • Client goal identification
  • Independent investment manager searches
  • Peer group comparisons

Key Requirements

  • Bachelor's degree in Finance, Business Administration, or Accounting
  • 3 years of experience in financial services
  • SIE, Series 7, Series 63, 65/66 licenses
  • Bilingual Spanish required

Work Rights

Not specified

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