Investment Portfolio Associate - New York, New York
Raymond James & Associates, Inc., Research Division
About this role
Under direct supervision, this role provides analytical and research support to Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings. The position prepares industry and company research, writes investment-related reports, and helps create and maintain financial models to support client recommendations. Regular contact with internal and external clients is required to gather information and support advisor needs.
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
$60k – $85k
per year
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