Raymond James
Job Description
Under general direction, uses specialized knowledge and skills obtained through education and experience to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Consult with financial advisors to build a relationship and understand their practice in order to tailor solutions related to the investment management of their FA‑managed portfolios, including education and adoption of firm technology. Develops tactical plans and works independently on assignments that may be broad in nature, with some latitude for unreviewed actions or decisions.
Hybrid Work Model The position follows our hybrid work model; the selected candidate will work 3 days a week at our corporate office in Saint Petersburg, FL.
Essential Duties and Responsibilities
Use analytical tools, software, and methodologies to research investment products, asset allocation, and comparative analysis on portfolios.
Educate advisors on portfolio management and the proprietary technology available to support their practice.
Proactively contact financial advisors to discuss available resources related to investment management.
Maintain market and specific knowledge of AMS products and platforms.
Contribute to team initiatives, such as developing advisor resources, evaluating existing processes, and creating management reporting.
Assist with research and analytics used in white papers for financial advisors or client use.
Maintain specific knowledge of investment research and portfolio construction‑related topics across the firm and external partners.
Perform other duties and responsibilities as assigned.
Knowledge
Principles of banking, finance, and securities industry operations.
Fundamental concepts, principles, and practices of the securities industry and asset management products.
Principles of finance and broker/dealer operations.
Financial markets and products.
Portfolio construction, portfolio management, and practice management related topics.
Skills
Identifying customers' needs through effective questioning and listening techniques.
Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment.
Preparing and delivering clear, convincing and professional presentations to small and large audiences.
Problem‑solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
Analyzing business processes and identifying opportunities for process improvement.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
Abilities
Represent the company in a highly professional manner.
Absorb and effectively communicate knowledge on complex investment offerings.
Organize, prioritize, and manage tasks and projects to complete work efficiently.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
Develop and maintain effective working relationships with team members, internal partners, and external parties.
Assimilate and prioritize strategies into operational guidelines.
Work independently as well as collaboratively within a team environment.
Establish clear directions and priorities and address concerns or challenging questions when they arise.
Effectively market the company and show resilience through the prospecting process.
Identify problems, gather facts, and develop solutions.
Licenses / Certifications
Series 7 and 66 licenses required within one (1) year of hire.
Securities Industry Essentials Exam (SIE) – FINRA.
Travel
Yes, 25 % of the time.
Education Bachelor’s: Accounting, Business Administration, or Finance.
Work Experience General experience 13 months to 3 years.
Employment Type Full‑time, Hybrid.
Seniority Level Entry level.
Equal Opportunity Statement The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Hybrid Work Model The position follows our hybrid work model; the selected candidate will work 3 days a week at our corporate office in Saint Petersburg, FL.
Essential Duties and Responsibilities
Use analytical tools, software, and methodologies to research investment products, asset allocation, and comparative analysis on portfolios.
Educate advisors on portfolio management and the proprietary technology available to support their practice.
Proactively contact financial advisors to discuss available resources related to investment management.
Maintain market and specific knowledge of AMS products and platforms.
Contribute to team initiatives, such as developing advisor resources, evaluating existing processes, and creating management reporting.
Assist with research and analytics used in white papers for financial advisors or client use.
Maintain specific knowledge of investment research and portfolio construction‑related topics across the firm and external partners.
Perform other duties and responsibilities as assigned.
Knowledge
Principles of banking, finance, and securities industry operations.
Fundamental concepts, principles, and practices of the securities industry and asset management products.
Principles of finance and broker/dealer operations.
Financial markets and products.
Portfolio construction, portfolio management, and practice management related topics.
Skills
Identifying customers' needs through effective questioning and listening techniques.
Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment.
Preparing and delivering clear, convincing and professional presentations to small and large audiences.
Problem‑solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
Analyzing business processes and identifying opportunities for process improvement.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
Abilities
Represent the company in a highly professional manner.
Absorb and effectively communicate knowledge on complex investment offerings.
Organize, prioritize, and manage tasks and projects to complete work efficiently.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
Develop and maintain effective working relationships with team members, internal partners, and external parties.
Assimilate and prioritize strategies into operational guidelines.
Work independently as well as collaboratively within a team environment.
Establish clear directions and priorities and address concerns or challenging questions when they arise.
Effectively market the company and show resilience through the prospecting process.
Identify problems, gather facts, and develop solutions.
Licenses / Certifications
Series 7 and 66 licenses required within one (1) year of hire.
Securities Industry Essentials Exam (SIE) – FINRA.
Travel
Yes, 25 % of the time.
Education Bachelor’s: Accounting, Business Administration, or Finance.
Work Experience General experience 13 months to 3 years.
Employment Type Full‑time, Hybrid.
Seniority Level Entry level.
Equal Opportunity Statement The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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