Experience:
1-3 years of experience
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Employment Type:
Full time
Posted:
8/25/2017
Job Category:
Finance
Investment Portfolio Analyst (Alex Brown)
(This job is no longer available)
Raymond James | Boston, MA
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Job Description

Job Summary:
Under direct supervision, uses specialized knowledge and skills
obtained through education and experience, to assist in analyzing
portfolio analytics, asset allocation and investment holdings with
client portfolios and make appropriate recommendations when
warranted. Provides professional support to Financial Advisors by
preparing industry and company research by collecting, organizing
data, writing investment-related research reports, and creating/
maintaining financial models. Regular contact with internal and
external customers is required to obtain, clarify, or provide facts
or information.
Essential Duties and Responsibilities:

Collects fundamental research on related companies as requested
by Financial Advisors.
Uses analytical tools, software and methodologies to research
investment products, asset allocation and comparative analysis on
portfolios.
Assists in preparation of written industry and company specific
reports
Assists in development of financial models for revenue and
income forecasts.
Assists with research and analytics used in Investment Strategy
white papers for Financial Advisors.
Assists with preparation of presentations, portfolio/equity
analyses, and proposals for High Net Worth and institutional
clients and prospects.
May participate in client meetings to identify client goals and
tolerances.
Assists with developing individualized client investment
strategy for Financial Advisor.
Responds to inquiries from Financial Advisors to research and
resolve issues.
Prepares customized written industry and company specific
reports upon request to Financial Advisor.
Assists in development of financial models to forecast team
revenue and income.
Assists with preparation of scheduled and ad hoc performance
reports.
Maintains checklists for tracking periodic investment managers'
reviews by third party and independent investment manager
searches.
Generates periodic reports on investment analyses and peer
group comparisons with relevant investment benchmarks for
clients.
Interfaces effectively with all levels of staff in managing
portfolios.
Completes ad hoc projects and reports as assigned.
Performs other duties and responsibilities as assigned.
Qualifications:
Software necessary for portfolio analysis.
Investment concepts, practices and procedures used in the
industry.
Principles of estate planning, trusts and securities industry
operations.
Financial markets and products.
Effectively managing client relationships.
Strategic planning as part of client retention focus.
Gathering and compiling information and data.
Preparing and delivering written and oral presentations.
Operating standard office equipment and using required software
applications.
Complete job duties independently, with little
supervision.
Partner with other functional areas to accomplish
objectives.
Communicate effectively, both orally and in writing.
Provide a high level of service.
Establish and maintain effective working relationships at all
organizational levels.
Participate in professional organizations and activities.
Maintain currency in industry services and products.
Manage multiple tasks with changing priorities to meet
deadlines and goals in a fast paced environment.
Educational/Previous Experience
Requirements:
Bachelor's Degree (B.A.) in related field; Minimum two (2)
years' experience in financial services environment with an
emphasis on conducting market research and analysis.
~or~
Any equivalent combination of education, experience and/or
training approved by Human Resources.
Licenses/Certifications:
Series 7 and 66.
Anticipation of earning licenses or designations may be
required as needed.

Qualifications

Applicants must be eligible to work in the specified location

About Raymond James

Raymond James Financial, Inc. (RJF) is a holding company whose subsidiaries are engaged in various financial services businesses predominantly in the United States of America and Canada. Its principal subsidiaries include Raymond James & Associates, Inc. (RJA), Raymond James Financial Services, Inc. (RJFS), Raymond James Ltd. (RJ Ltd.), Eagle Asset Management, Inc. (Eagle), Heritage Asset Management, Inc. (Heritage) and Raymond James Bank, FSB (RJBank). All of these subsidiaries are wholly owned by RJF. The Company has eight business segments: Private Client Group, Capital Markets, Asset Management, RJBank, Emerging Markets, Stock Loan/Borrow, Proprietary Capital and certain corporate activities combined in the Other segment. (Source: 10-K)