Use investment research and financial modeling to support Raymond James portfolio decisions. Collaborate with analysts and advisors across Private Client Solutions.
This Portfolio Advisory Associate position supports model portfolio oversight and advisor-facing portfolio advisory services. You will assess earnings releases, announcements, news flow, analyst research, and evolving investment views. Your work contributes to consistent implementation across publications, products, and Guided Portfolios.
Key Responsibilities:
- Track earnings, announcements, news flow, and research
- Support portfolio reviews and product due diligence requirements
- Develop internal analysis and portfolio-focused commentary
- Maintain relationships with Investment Advisors and answer inquiries
- Evaluate analyst insights for Guided Portfolio decisions
Requirements:
- One to three years in investment research or portfolio support
- Finance or Economics degree at undergraduate or postgraduate level
- Financial modeling, graphing, and data analysis skills
- Excellent written and oral communication abilities
- Bloomberg, FactSet, programming, or Python experience is an asset
Bring research judgment, data analysis, and clear communication to Raymond James portfolio support and investment decision-making.
Investment Research Associate Portfolio Support in Toronto employer: Raymond James Ltd.
Raymond James Ltd. is an exceptional employer that prioritizes the growth and well-being of its employees, offering a dynamic work environment in the heart of Canada’s financial sector. With a strong commitment to professional development, flexible workstyles, and a comprehensive benefits package, including RRSP matching and tuition reimbursement, the company fosters a culture of collaboration and innovation. Employees are empowered to drive change and contribute to meaningful projects, making it an ideal place for those seeking a rewarding career in wealth management.
