Senior Investment/Portfolio Analyst at Raymond James… · Cottonwoo…

Senior Investment/Portfolio Analyst Location: Cottonwood Heights, Utah - United States Job Description Summary Under limited supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolios, asset allocations and other investment holdings with client portfolios and make appropriate recommendations. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects. Job Description Responsibilities Serves as relationship manager for a subset of existing clients, at discretion of lead FinancialAdvisors. Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients andprospects. CoordinateseffortstogatherdatatoassistFinancialAdvisorsinpreparingresponsesto client or prospect requests. Createsportfolio/equitysnapshots,researchesinvestmentsandprovidesfundreports upon request toclients. Collectsandcompilesfundamentalresearchonrelatedcompaniesinresponsetoclient inquiries. Mayleadclientmeetingstoidentifyclientgoalsandtolerances. Developsandpresentsindividualizedclientinvestmentstrategy Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios. PresentsorrespondstoinquiriesfromFinancialAdvisorsand/orclientstoresearchand resolveissues. Creates presentations to clients and prospects under the direction of FinancialAdvisors. Prepares customized written industry and company specific reports upon request to clients. Develops financial models to forecast team revenue andincome. PerformsresearchandanalyticsusedinInvestmentStrategywhitepapersforfinancial advisor or clientuse. Coordinates preparation of scheduled and ad hoc performancereports. Collaborateswithinternalandexternalproductexpertstoinsureproperduediligenceof products. Developsandmaintainschecklistsfortrackingperiodicinvestmentmanagers’reviewsby third party and independent investment managersearches. Generatesperiodicreportsoninvestmentanalysesandpeergroupcomparisonswith relevant investment benchmarks forclients. Interfaces effectively with all levels of staff in managingportfolios. Completes ad hoc projects and reports as assigned. Performs other duties and responsibilities asassigned. Education/Experience Requirements Bachelor’s Degree in a related field and a minimum of four 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 Required SIE required provided that an exemption or grandfatheringcannot beapplied Series7 Series 63, 65and/or 66 as required by state CertifiedFinancial Analystpreferred Education Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required) Work Experience General Experience - 3 to 6 years Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: •  Grow professionally and inspire others to do the same •  Work with and through others to achieve desired outcomes •  Make prompt, pragmatic choices and act with the client in mind •  Take ownership and hold themselves and others accountable for delivering results that matter •  Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.