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Investment Portfolio Analyst — Memphis
Job in
Memphis, Shelby County, Tennessee, 37544, USA
Listed on 2026-07-30
Listing for:
Fwainvest
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Raymond James Memphis office is seeking an Investment Portfolio Associate to assist in portfolio analytics, asset allocation, and investment research for client portfolios. You will prepare research reports and financial models while supporting Financial Advisors with portfolio analyses and client meetings.
The role requires a Bachelor’s degree in a related field, 3+ years in financial services, and active FINRA licenses (SIE, Series 7, 63/65/66 as required).
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