Senior Investment/portfolio Analyst - Locust Valley, Ny

Raymond James

Locust Valley, NY, US
Base: $100,000.00 to $150,000.00; bonus/equity: no...
Portfolio analytics expertise
Client relationship management
Investment research skills
The role involves providing professional support to Financial Advisors by preparing industry and company research

Job Summary

  • The role involves providing professional support to Financial Advisors by preparing industry and company research.
  • You will develop and present individualized client investment strategies and coordinate data gathering efforts.
  • Raymond James promotes a people-first culture that values the uniqueness and backgrounds of all associates.

Matching Summary

The role involves providing professional support to Financial Advisors by preparing industry and company research.

Salary

Base: $100,000.00 to $150,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Portfolio analytics expertise
  • Client relationship management
  • Investment research skills

Nice-to-have

  • Effective communication skills
  • Ability to work independently
  • Proactive problem-solving attitude

Key Requirements

  • Bachelor’s Degree in Finance, Accounting or Business
  • Minimum of three years of experience in the financial industry
  • SIE, Series 7, and Series 63, 65 or 66 certifications required

Work Rights

Not specified

Tailored Resume

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