Raymond James
The Associate Client Portfolio Analyst will work with Clark Capital's Investment Team to analyze client portfolios, prepare risk analyses, and generate financial reports. The role involves monitoring asset performance, developing strategies to increase ROI, and communicating investment insights to sales teams and clients.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
19% above the average for this role