Investment Portfolio Associate (Maite, Guam)

Job Description Summary Under direct supervision, 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. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Job Description 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 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 be

applied Series

7 Series 63, 65

and/or 66 as required by state Additional licenses

or designations may be required as

needed. Education High School (HS) Work Experience General Experience - 0 to 3 months, Manager Experience - None Certifications 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.