Portfolio Specialist, Raymond James Investment Management Job at Raymond James Financial
Under administrative direction, uses extensive knowledge and skills obtained through education and experience to act as a primary or secondary contact for institutional clients, monitoring portfolio performance and operational activities while maintaining strong relationships with clients. Works independently or as a team on assignments that are broad in nature requiring some originality and ingenuity with appreciable latitude for un-reviewed decisions or recommendations. Extensive contact is required with internal and external clients, as well as senior management, to identify, research, and resolve complex issues.
Essential Duties and Responsibilities:
- Serves as a contact for clients, researching and answering requests and questions.
- Performs quarterly/annual visits for client reviews to discuss portfolio strategy and activities.
- In conjunction with Client Portfolio Manager, monitors client portfolio performance for under or out-performance and/or dispersion.
- Develops story line for marketing and presentations
- Travels extensively with Eagle Retail, Institutional, National accounts and RIA salesforce as a product specialist.
- Participates in initiatives within the department related to strategy, direction and service offerings.
- Assists in marketing products to retail and institutional constituencies as needed.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Company’s working structure, policies, mission and strategies.
- Fundamental concepts, principles and practices used in the securities industry.
- Fundamental concepts, principles and practices of relationship management.
- Investment product management and investment consulting experience.
- Financial markets and products.
Skill in:
Interpreting and applying policies and procedures.
- Preparing management reports.
- Identifying trends and implementing appropriate corrective action.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
- Balance conflicting resource and priority demands.
- Partner with other functional areas to accomplish objectives.
- Work independently as well as collaboratively within a team environment.
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
Educational/Previous Experience Recommendations:
Bachelor’s Degree (B.A.) in Finance or related field and a minimum of three (3) to five (5) years of experience in the financial services industry.
~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
Chartered Financial Analyst (CFA) preferable or ability to obtain within three years of hire.
Raymond James Guiding Behaviors
We expect our associates at all levels to:
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
Job Product Management
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Raymond James Investment Management
Schedule Full-time
Shift Day Job
Travel Yes, 50 % of the Time
Eligible for Discretionary Bonus Yes
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