Monitor Guided Portfolios at Raymond James using investment research and quantitative analysis. Support advisor-facing decisions across securities, sectors, and geographies.
As a Portfolio Advisory Associate, you will support the Portfolio Advisory team within Private Client Solutions. You will track portfolio holdings, answer equity research inquiries, and translate investment views into actionable decisions. The work includes portfolio oversight, product due diligence, and advisor support.
Key Responsibilities:
- Monitor Guided Portfolio companies and relevant research reports
- Prepare portfolio commentary, advisor materials, and internal analysis
- Align advisor-facing materials with cross-asset investment views
- Respond to advisor requests about portfolios and equities
- Coordinate with analysts on outlooks and investment ideas
Requirements:
- One to three years of relevant financial services experience
- Finance or Economics undergraduate or postgraduate degree
- Strong fundamental, quantitative, and financial modeling skills
- Current or completed CFA program enrollment
- Excellent English communication and MS Office proficiency
Apply portfolio monitoring, research communication, and analytical skills to support Guided Portfolios and Raymond James advisors.
Portfolio Advisory Associate Guided Portfolios 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.
