Investment Portfolio Associate-Memphis, TN
Job in
Memphis, Shelby County, Tennessee, 38111, USA
Listed on 2026-08-05
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
* + Collects fundamental research on related companies as requested by Financial Advisors.
+ Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
+ Assists in preparation of written industry and company specific reports
+ Assists in development of financial models for revenue and income forecasts.
+ Assistswithresearchandanalyticsusedin Investment Strategywhitepapersfor Financial Advisors.
+ Assistswithpreparationofpresentations,portfolio/equity analyses,andproposalsfor
High Net Worth and institutional clients and prospects.
+ May participate in client meetings to identify client goals and tolerances.
+ Assists with developing individualized client investment strategy for Financial Advisor.
+ Responds to inquiries from Financial Advisors to research and resolve issues.
+ Preparescustomizedwrittenindustryandcompanyspecificreportsuponrequestto Financial Advisor.
+ Assists in development of financial models to forecast team revenue andincome.
+ Assists with preparation of scheduled and ad hoc performance reports.
+ Maintainschecklistsfortrackingperiodicinvestmentmanagers'reviewsbythirdpartyand independent investment manager searches.
+ Generatesperiodicreportsoninvestmentanalysesandpeergroupcomparisonswith relevant investment benchmarks for clients.
+ Interfaces effectively with all levels of staff in managing portfolios.
+ Completes ad hoc projects and reports as assigned.
+ Performs other duties and responsibilities as assigned.
** Education/Experience Requirements*
* + Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis
~or~
+ An equivalent combination of experience, education and/or training as approved by Human Resources
** Licenses*
* + SIE required provided that an exemption or grandfathering cannot beapplied
+ Series7
+ Series 63, 65and/or 66 as required by state
+ Additional licensesor designations may be required asneeded.
Position Requirements
10+ Years
work experience
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