Portfolio Analyst

2 weeks ago

Orlando, United States Raymond James Full time

Job Description Description Job Summary: Assist the Portfolio Management Group (PMG) team in managing and expanding on new and existing (PMG) trust relationships. Offers investment management, trust and other (PMG) services, based on the needs of the client. Works within a team environment in supporting the discretionary investment management of those relationships and plays an integral role to the team. Essential Duties and Responsibilities: • Assist in the management of client relationships under the direction of Senior Portfolio Managers. • Assists Trust Administrators & Portfolio Managers in managing client relationships and client retention. • Conducts Investment research and analysis around all aspects of the investment offering utilizing various resources. • Supports the implementation of a holistic investment strategy in conjunction with the PMG team. • Works closely with the prospective client’s advisors, including attorneys, CPA’s, insurance professionals and others as needed. • Is an integral member of the RJT investment department and takes on other duties from time to time to assist with projects and tasks related to the trust company’s investment offering. • Participation on RJT committees or sub-committees may be required. • Performs other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of: • Software necessary for portfolio analysis including Excel, Word, PowerPoint, and Trust accounting software as well as analytics used in the industry. • Investment concepts, practices and procedures used in the industry. • Principles of estate planning, trusts and securities industry operations. • Financial markets and products. Skill in: • 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. Ability to: • 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 from a four-year college or university with three (3) to five (5) years in financial services environment in investment related activities. ~or~ • Any equivalent combination of education, experience and/or training approved by Human Resources. Licenses/Certifications: Anticipation of earning licenses or designations 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 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. Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.New York Stock Exchange SIPC FINRA SIPC Raymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.

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