- Company: Raymondjames
- Location: Multiple locations
- Full Time
- Multiple locations
- Apply on company site
Raymondjames at a glance
raymondjames.com- Founded 1962
- Ticker RJF
- Revenue (FY2025) $15.91B
- Net income $2.13B
Investor research: Yahoo Finance · SEC filings
Source: Wikipedia
Join Raymondjames as an Investment Portfolio Associate in Locust Valley, NY, where you'll support the management and growth of client investment portfolios. This full-time position offers the opportunity to develop your expertise in financial advisory while contributing to client success in a dynamic financial services environment.
Position Summary
The Investment Portfolio Associate plays a vital role in supporting portfolio managers and financial advisors in delivering exceptional client outcomes. You'll assist with portfolio oversight, conduct financial analysis, and help maintain strong client relationships through regular communication and thorough documentation. This position provides a foundation for building a career in investment management at one of the nation's leading independent financial services firms.
What You'll Do
- Support portfolio managers in monitoring and managing client investment accounts
- Perform financial research and analysis to inform investment recommendations
- Prepare performance reports and portfolio summaries for client review
- Assist with client communications and provide timely account updates
- Maintain compliance with regulatory requirements and company policies
- Organize and maintain client account documentation and records
- Support the execution of trades and coordinate portfolio adjustments
Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Strong analytical and quantitative skills
- Proficiency with financial software and spreadsheet applications
- Excellent written and verbal communication abilities
- Attention to detail and commitment to accuracy in financial work
- Knowledge of investment products and financial markets preferred
- Willingness to pursue professional certifications such as Series 65 or Series 7
More About Raymondjames
Raymondjames is a leading independent financial services firm known for integrity, client-focused service, and investment expertise. We're dedicated to supporting employee development and fostering a collaborative workplace where financial professionals advance their careers.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit raymondjames.wd1.myworkdayjobs.com.
Explore Raymondjames online
What people say about Raymondjames
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Recent news
- Raymond James Maintains a Strong Buy on Coherent Corp. (COHR) - Yahoo Finance
- Raymond James Sets Wall Street's Highest Price Target on SpaceX Stock at $800. Here's the Math Behind the 425% Upside Call. - The Motley Fool
- Weyerhaeuser raised to Strong Buy at Raymond James after 'overreaction' to Q2 update (WY:NYSE) - Seeking Alpha
- Global Wealth Solutions Group and Lisa Detanna Bring Financial Literacy to Local Youth During Raymond James Cares Month - Morningstar
- Concurrent enters Maryland, sees expanding definition of ‘breakaway’ advisor - InvestmentNews
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Multiple locations
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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