Investment Portfolio Associate- Locust Valley, NY

Overview Under direct supervision, the role utilizes specialized knowledge and skills obtained through education and experience to analyze portfolio analytics, asset allocation, and investment holdings with client portfolios and provide appropriate recommendations when warranted. The incumbent provides professional support to Financial Advisors by preparing industry and company research, collecting and organizing data, writing investment-related research reports, and creating and maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. 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 strategies for the Financial Advisor. Responds to inquiries from Financial Advisors to research and resolve issues. Prepares customized written industry and company specific reports upon request. 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 manager reviews by third‑party and independent investment manager searches. Generates periodic reports on investment analyses and peer group comparisons with relevant 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 Education/Experience Requirements: Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis, or an equivalent combination of experience, education and/or training as approved by Human Resources. Licenses: SIE required (exemption or grandfathering not applicable). Series 7, Series 63, 65 and/or 66 as required by state. Additional licenses or designations may be required as needed. Certifications: S66 – Uniform Combined State Law Examination; S7 – General Securities Representative Examination; Securities Industry Essentials Exam (SIE). Compensation & Benefits Salary Range: $62,353.20 – $0.00. Total compensation may include base salary or wages, additional compensation (cash or equity), discretionary bonuses, or commissions. The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary by position and employment status. Workstyle: Resident. Travel: Yes. Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.