Investment Portfolio Associate
Raymond James & Associates, Inc., Research Division(6 months ago)
About this role
An entry-level investment research role within a wealth management team that supports portfolio and client-facing activities. The position provides exposure to quantitative modeling and market analysis in a client-focused financial services firm and reports to senior investment staff.
Required Skills
- Financial Modeling
- Market Research
- Portfolio Analysis
- Asset Allocation
- Data Analysis
- Presentation
- Client Relations
- Excel
- Communication
Qualifications
- Bachelor's Degree Finance
- Bachelor's Degree Accounting
- Bachelor's Degree Business Administration
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 65
- Series 66
- FINRA AG
+2 more
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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