Investment Portfolio Associate - Locust Valley, NY
Raymond James & Associates, Inc., Research Division
About this role
An analyst supporting portfolio analytics, asset allocation, and investment research within a financial services environment, providing professional assistance to Financial Advisors through data collection, research reports, and financial modeling. The role involves preparing investment analyses, client reports, and financial forecasts, while maintaining strong client relationships.
Skills
Qualifications
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
Recent company news
About Raymond James & Associates, Inc., Research Division
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James & Associates, Inc., Research Division.
Salary
$62k – $90k
per year
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