Investment Portfolio & Research Analyst
Listed on 2026-10-17
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant, Wealth Management
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.
For the Investment Portfolio & Research Analyst position at Raymond James Financial, Inc., we are reviewing applications now.
All applications are reviewed carefully by our team.
The position is based in Naples, FL, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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