Senior Investment/Portfolio Analyst - Locust Valley, NY
Raymond James
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.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
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.
Salary
$60k – $150k
per year
More jobs at Raymond James
Similar Jobs
Associate Investment Analyst, GSIS Portfolio Management
GuideStone Financial Resources
Portfolio Manager - Private Asset Management
TIAA
Portfolio Manager - Investment Management
Associated Bank, NA
Private Wealth Associate
AllianceBernstein
Investment Strategist
Neuberger Berman
Portfolio Manager -Private Asset Management (Fairfax, VA or Washington, DC)
TIAA