Current jobs related to Investment Portfolio Associate- Birmingham, MI - Birmingham - Raymond James Financial Incorporated
-
Client Service Associate
4 weeks ago
Birmingham, United States Oppenheimer & Co. Full timeWho We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
-
Client Service Associate
2 months ago
Birmingham, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
-
Client Service Associate
2 months ago
Birmingham, United States Oppenheimer & Co. Inc. Full timeJob DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...
-
Corporate Attorney
2 weeks ago
Birmingham, United States Clark Hill Full timeClark Hill PLC is seeking an attorney with 5+ years of experience for its Corporate practice group in Birmingham, MI or Detroit, MI. This associate attorney will be responsible for preparation and negotiation of corporate and transactional documents of all kinds including entity formation and governance documents, operating documents, supply agreements,...
-
Sales Associate, Part-Time
4 weeks ago
Birmingham, United States Warby Parker Full timeBack to jobs. New. Sales Associate, Part-Time - Downtown Birmingham. Birmingham, MI - Apply. Job Status: Part-Time Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our cu Sales Associate, Part-Time, Sales, Associate, Healthcare
-
Investment Banking Summer Associate
2 days ago
Birmingham, Michigan, United States Piper Sandler Companies Full timeAbout Piper Sandler CompaniesPiper Sandler Companies is a leading investment bank that connects capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills, and experiences yield more innovative solutions. Our mission is to recruit, develop, retain, and engage a diverse, high-performing team.Our Investment...
-
Birmingham, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Are you a dedicated and experienced Board Certified Behavior Analyst (BCBA) ready to make a significant impact on the lives of students with autism and developmental challenges? We have an exciting opportunity for a BCBA to join our team in the dynamic Birmingham, MI area....
-
Birmingham, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Are you a dedicated and experienced Board Certified Behavior Analyst (BCBA) ready to make a significant impact on the lives of students with autism and developmental challenges? We have an exciting opportunity for a BCBA to join our team in the dynamic Birmingham, MI area....
-
Birmingham, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Investment Banking Summer Associate
4 days ago
Birmingham, Michigan, United States Piper Sandler Companies Full timeAbout Piper Sandler CompaniesPiper Sandler Companies is a leading investment bank that connects capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills, and experiences yield more innovative solutions.Our MissionOur mission is to recruit, develop, retain, and engage a diverse, high-performing team. We...
-
Birmingham, Michigan, United States Direct Jobs Full timeGasow Veterinary Hospital: A Thriving Veterinary Care ProviderWe are seeking an experienced surgeon or associate veterinarian to join our team at Gasow Veterinary Hospital, a multi-doctor practice with a dedicated and skilled support staff. Our hospital has provided veterinary care to the local community since 1934 and is committed to delivering the best...
-
Crossing Safety Supervisor
3 weeks ago
Birmingham, Michigan, United States City of Birmingham, Michigan Full timePosition Overview: School Safety OfficerThe City of Birmingham, MI is in search of dependable individuals to assume the role of School Safety Officer. This position entails supervising a designated school crossing for a duration of 30 minutes, either during morning or afternoon hours.The City of Birmingham is dedicated to fostering an inclusive environment...
-
Traffic Safety Monitor
3 weeks ago
Birmingham, Michigan, United States City of Birmingham, Michigan Full timePosition Overview: School Safety OfficerThe City of Birmingham, MI (EOE) is in search of dependable individuals to take on the role of School Safety Officer. This position entails supervising a designated school crossing for a duration of 30 minutes, either during morning or afternoon hours.The City of Birmingham is dedicated to fostering an inclusive...
-
Elementary School Psychologist
9 hours ago
Birmingham, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.Elementary School Psychologist - Near Birmingham, MISunbelt Staffing is seeking a skilled and compassionate School Psychologist to enhance our student support services. The successful candidate will hold a valid Michigan School Psychologist License and be experienced in...
-
Elementary School Psychologist
10 hours ago
Birmingham, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.Elementary School Psychologist - Near Birmingham, MISunbelt Staffing is seeking a skilled and compassionate School Psychologist to enhance our student support services. The successful candidate will hold a valid Michigan School Psychologist License and be experienced in...
-
School Occupational Therapist
8 hours ago
Birmingham, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years occupational therapy experience required.Sunbelt has contract openings for Occupational Therapists and COTAswith guaranteed hours & benefitsatschool district near Birmingham, MIfor immediate start. Job description: K-5th School Manage Caseloads Mild-Moderate Diagnosis Work Hours: Full-Time (40hrs/week) Part-Time...
-
Housekeeper / Cleaner - Team Member
6 days ago
Birmingham, Michigan, United States The Maids of Birmingham MI Full timeJob OverviewThe Maids of Birmingham MI is seeking a highly motivated and detail-oriented Housekeeper / Cleaner to join our team. As a key member of our cleaning services team, you will be responsible for delivering exceptional cleaning services to our clients.ResponsibilitiesDeliver high-quality cleaning services to residential clients, adhering to our...
-
Vice President of US Investments
3 weeks ago
Birmingham, Alabama, United States Resource Management Service, LLC Full timeCompany OverviewResource Management Service, LLC. (RMS) stands as a premier global investment manager, specializing in sustainable forestland investments. Established and operated by forestry experts, RMS is employee-owned and headquartered in Birmingham, Alabama, with additional offices throughout the Southern United States and Brazil. Currently, RMS...
-
Housekeeper / Cleaner - Team Member
2 weeks ago
Birmingham, Michigan, United States The Maids of Birmingham MI Full timeJob OverviewThe Maids of Birmingham MI is seeking a highly motivated and detail-oriented Housekeeper / Cleaner to join our team. As a key member of our cleaning services team, you will be responsible for delivering exceptional cleaning services to our clients.ResponsibilitiesDeliver high-quality cleaning services to residential clients, adhering to our...
-
Retail Part-Time Store Associate, Fabletics
4 months ago
Birmingham, United States JustFab Full timeRetail Part-Time Store Associate, Fabletics (The Summit Birmingham - Birmingham, AL) page is loaded **Retail Part-Time Store Associate, Fabletics (The Summit Birmingham - Birmingham, AL)** **Retail Part-Time Store Associate, Fabletics (The Summit Birmingham - Birmingham, AL)** locationsBirmingham, AL time typePart time posted onPosted 30+ Days Ago job...
Investment Portfolio Associate- Birmingham, MI
4 months ago
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.
Essential Duties and 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 report
•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.
Qualifications:
Qualifications:
•Software necessary for portfolio analysis.
•Investment concepts, practices and procedures used in the industry.
•Principles of estate planning, trusts and securities industry operations.
•Financial markets and products.
•Effectively managing client relationships.
•Strategic planning as part of client retention focus.
•Gathering and compiling information and data.
•Preparing and delivering written and oral presentations.
•Operating standard office equipment and using required software applications.
•Complete job duties independently, with little supervision.
•Partner with other functional areas to accomplish objectives.
•Communicate effectively, both orally and in writing.
•Provide a high level of service.
•Establish and maintain effective working relationships at all organizational levels.
•Participate in professional organizations and activities.
•Maintain currency in industry services and products.
•Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
Educational/Previous Experience Requirements:
•Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis.
~or~
•Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
•SIE required provided that an exemption or grandfathering cannot be applied.
•Series 7 required.
•Series 63, 65 and/or 66 as required by state.
•Additional licenses or desigations may be required as needed.
Raymond James Guiding Behaviors
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 outcome
•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
