Raymond James & Associates, Inc., Research Division

Investment Portfolio Associate - Newtown, PA

Raymond James & Associates, Inc., Research Division(19 days ago)

Newtown, PA, United StatesOnsiteFull TimeJunior$0 - $0Finance/Wealth Management
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About this role

A Junior Financial Analyst at Raymond James provides support to financial advisors by conducting market research, developing financial models, and preparing reports. The role involves analyzing investment portfolios, assisting in strategizing client investments, and supporting the creation of investment strategies and white papers.

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Required Skills

  • Financial Modeling
  • Market Research
  • Analytics
  • Investment Analysis
  • Financial Reports
  • Data Collection
  • Portfolio Management
  • Excel
  • Research Reports
  • Client Communication

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