Investment Portfolio Associate (Georgetown, TX)Raymond James Financial, Inc.

Responsibilities

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.

Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.

Assists with preparation of presentations, portfolio/equity analyses, and proposals for 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.

Prepares customized written industry and company specific reports upon request to Financial Advisor.

Assists in development of financial models to forecast team revenue and income.

Assists with preparation of scheduled and ad hoc performance reports.

Maintains checklists for tracking periodic investment managers reviews by third party and independent investment manager searches.

Generates periodic reports on investment analyses and peer group comparisons with 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

Bachelors 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 be applied

Series 7

Series 63, 65 and/or 66 as required by state

Additional licenses or designations may be required as needed.