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Investment Portfolio & Research Analyst

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Raymond James Financial, Inc. Naples, FL seeks an Investment Portfolio Associate to assist in analyzing portfolio analytics, asset allocation and investment holdings within client portfolios.

You will prepare industry research, maintain financial models and provide recommendations to Financial Advisors. The role involves collaborating with advisors, developing client-specific investment strategies, and supporting presentations for high-net-worth and institutional clients.

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