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Portfolio Analytics & Research Associate
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-08-15
Listing for:
Raymond James
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
Raymond James in Naples, FL seeks a Research Associate to support Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings. You will prepare industry and company research, collect data, and build financial models for client portfolios.
Under supervision, you will generate reports, assist with client meetings, and contribute to investment strategy work and presentations for high net worth and institutional clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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