Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Investment Portfolio Associate - Burlington, VT
Job
Raymond James Financial, Inc.
Burlington, VT (In Person)
$66,755 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
73
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
at Raymond James Financial, Inc. in Burlington, Vermont, United States Job Description Responsibilities + Collects fundamental research on related companies as requested by FinancialAdvisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios. + Assists in preparation of written industry and company specificreports + Assists in development of financial models for revenue and incomeforecasts. + AssistswithresearchandanalyticsusedinInvestmentStrategywhitepapersforFinancial Advisors. + Assistswithpreparationofpresentations,portfolio/equityanalyses,andproposalsforHigh Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals andtolerances. + Assists with developing individualized client investment strategy for FinancialAdvisor. + Responds to inquiries from Financial Advisors to research and resolveissues. + Preparescustomizedwrittenindustryandcompanyspecificreportsuponrequestto FinancialAdvisor. + Assists in development of financial models to forecast team revenue andincome. + Assists with preparation of scheduled and ad hoc performancereports. + Maintainschecklistsfortrackingperiodicinvestmentmanagers'reviewsbythirdpartyand independent investment managersearches. + Generatesperiodicreportsoninvestmentanalysesandpeergroupcomparisonswith relevant investment benchmarks forclients. + Interfaces effectively with all levels of staff in managingportfolios. + Completes ad hoc projects and reports asassigned. + Performs other duties and responsibilities asassigned. Education/Experience Requirements + Bachelor's 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 beapplied + Series7 + Series 63, 65and/or 66 as required by state + Additional licensesor designations may be required asneeded. Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $60,000.00 to $70,000.00 base salary." To view full details and how to apply, please login or create a Job Seeker account