Investment Portfolio Analyst: Research & Strategy
Fwainvest
Raymond James Locust Valley, NY is seeking an Investment Portfolio Associate to support Financial Advisors by researching investments, building financial models, and preparing reports for client portfolios. The role involves data collection, analysis, and producing industry and company-specific insights to inform asset allocation decisions. The position emphasizes developing individualized client investment strategies, supporting meetings, and delivering accurate research to drive senior advisor #J-18808-Ljbffr Fwainvest
Vacancy posted 2 days ago
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