Senior Investment/Portfolio Analyst - Locust Valley, NY
Raymond James & Associates, Inc., Research Division(5 months ago)
About this role
An Investment Analyst at Raymond James provides analytical and research support to Financial Advisors, focusing on portfolio analytics, asset allocation, and investment holdings. The role prepares industry and company research, financial models, and client-facing presentations to support high-net-worth and institutional clients. It operates under direct supervision and contributes to investment strategy materials and team revenue forecasting.
Required Skills
- Portfolio Analysis
- Asset Allocation
- Financial Modeling
- Investment Research
- Equity Analysis
- Client Relations
- Presentations
- Performance Reporting
- Due Diligence
- Financial Planning
+1 more
Qualifications
- Bachelor's in Finance
- Bachelor's in Accounting
- Bachelor's in Business Administration
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
- CFA (preferred)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
View more jobs at Raymond James & Associates, Inc., Research Division →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Raymond James & Associates, Inc., Research Division
Complex Administrative Manager- St. Petersburg, FL
Raymond James & Associates, Inc., Research Division(5 days ago)
Lead Analyst, Trading Technology
Raymond James & Associates, Inc., Research Division(5 days ago)
Registered Client Service Associate, Salaried
Raymond James & Associates, Inc., Research Division(6 days ago)
Financial Advisor Trainee-Chattanooga, TN
Raymond James & Associates, Inc., Research Division(6 days ago)
Similar Jobs
Portfolio Manager - Private Asset Management
TIAA(1 month ago)
Portfolio Manager (Private Asset Management)
TIAA(29 days ago)
Investment Strategist
Neuberger Berman(13 days ago)
Portfolio Manager - Private Asset Management
TIAA(1 month ago)
Investment Associate, Natural Resources
Fidelity(15 days ago)
Senior, Investment Strategist
SEI (13 days ago)