Hiring: Investment Portfolio Associate-Memphis, TN Company: Raymond James Location: Memphis, TN Job Posted Time: 2026-09-10 13:44:26 Target Skills & Keywords : Series 7 About the job Experience: •General Experience - 13 months to 3 years •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 •Interface directly with and through others to achieve desired outcomes •Make prompt, pragmatic choices and act with the client in mind Required Skills: •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. Qualifications: •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 •An equivalent combination of experience, education and/or training as approved by Human Resources •SIE required provided that an exemption or grandfathering cannot be applied •Series 63, 65 and/or 66 as required by state •Additional licenses or designations may be required as needed. •Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required) Compensation: •Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!