Raymond James
This role involves analyzing portfolio analytics, asset allocation, and investment holdings to provide recommendations and support Financial Advisors. The position requires preparing industry and company research, creating financial models, and assisting with client presentations and investment strategies. Regular interaction with internal and external customers is essential to gather and provide information.
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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