Top 4949 Equity portfolio manager Jobs

Investment Portfolio Associate (Maite, Guam)
Raymond James Financial, Inc. —Maite, GU
- Full-time
- Writing skills
- No experience needed
- Mid-level
- Paid holidays
- Health insurance
Branch Manager
First National Bank of Michigan —Holland, MI
- From $70,000 a year
- Full-time
- Ability to walk for extended periods
- English
- Residential
- Health savings account
- Health insurance
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Director, Corporate Development
BioUrja Advisors, LLC —Houston, TX
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Paid holidays
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Real Estate Asset Manager
Campus Realty Advisors —Atlanta, GA
- Full-time
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- Office
- 3 years
- Health savings account
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5d
Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Commercial Lender III
Heartland Bank and Trust Company —Chapin, IL
- $87,177 - $148,664 a year
- Full-time
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- 2 years
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Senior Accountant
Magnus Capital Partners —Grand Rapids, MI
- Up to $75,000 a year
- Full-time
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- 5 years
- Disability insurance
- Health insurance
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Treasury Modeling Analyst III
Wings Credit Union —Apple Valley, MN
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Profit sharing
- Paid parental leave
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3d
Investment Specialist
SkyCrest Financial Group —Columbus, OH
- $70,000 - $85,000 a year
- Full-time
- Background check
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- Office
- Health savings account
- Health insurance
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12d
Chief Financial Officer
BioUrja Advisors, LLC —Houston, TX
- Full-time
- Management
- CPA
- 11+ years
- Health savings account
- Paid holidays
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10d
Treasury Modeling Analyst III
Wings Credit Union —Colorado Springs, CO
- $49 - $57 an hour
- Full-time
- Office
- 3 years
- Finance
- Profit sharing
- Paid parental leave
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5d
Financial Analyst
Exxir Capital —Dallas, TX
- $70,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
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9d
Special Assets and Lending Workout Officer
ConnectOne Bank —Englewood Cliffs, NJ
- $110,000 - $125,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Conflict management
- Organizational skills
- Health insurance
- Dental insurance
Senior Portfolio Analyst – US Equity Large Cap Value
T. Rowe Price —Baltimore, MD
- $100,000 - $160,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Master's degree
- Paid time off
- Adoption assistance
Project Manager/ Project Mgr II/ Sr. Project Mgr, Electric Grid
New York State Energy Research —Albany, NY
- $78,333 - $145,682 a year
- Full-time
- 5 years
- Microsoft Office
- Master's degree
Tax Manager
Demetree Global —Winter Park, FL
- Full-time
- Background check
- 7 years
- CPA
- Health savings account
- Health insurance
Quick Apply
5d
Finance Director
Farnsworth Group —Springfield, IL
- $175,000 - $215,000 a year
- Online Application
- Oracle
- Office
- 3 years
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- Disability insurance
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Finance Director
Farnsworth Group —Lisle, IL
- $175,000 - $215,000 a year
- Online Application
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- 3 years
- Health savings account
- Disability insurance
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Finance Director
Farnsworth Group —Normal, IL
- $175,000 - $215,000 a year
- Online Application
- Oracle
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- 3 years
- Health savings account
- Disability insurance
Quick Apply
Director, Project Accounting
Farnsworth Group —Champaign, IL
- $150,000 - $220,000 a year
- Online Application
- Microsoft Outlook
- CPA
- Office
- Health savings account
- Disability insurance
Quick Apply

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Investment Portfolio Associate (Maite, Guam)

Raymond James Financial, Inc. -
Maite, GU

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Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Financial market research
Series 7
Securities Industry Essentials
Market analysis reporting
Experience practicing in the securities industry

Full Job Description

Job Description Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Job Description

Responsibilities

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.
Responds to inquiries from Financial Advisors to research and resolve issues.
Prepares customized written industry and company specific reports upon request to Financial Advisor.
Assists in development of financial models to forecast team revenue and income.
Assists with preparation of scheduled and ad hoc performance reports.
Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
Interfaces effectively with all levels of staff in managing portfolios.
Completes ad hoc projects and reports as assigned.
Performs other duties and responsibilities as assigned.

Education/Experience Requirements

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

~or~

An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state
Additional licenses or designations may be required as needed.

Education

High School (HS)

Work Experience

General Experience - 0 to 3 months, Manager Experience - None

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.

#LI-DW

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Refine Your Search

equity portfolio manager jobs

Investment Portfolio Associate (Maite, Guam)

Branch Manager

Director, Corporate Development

Real Estate Asset Manager

Registered Wealth Management Advisor

Commercial Lender III

Senior Accountant

Treasury Modeling Analyst III

Investment Specialist

Chief Financial Officer

Treasury Modeling Analyst III

Financial Analyst

Special Assets and Lending Workout Officer

Senior Portfolio Analyst – US Equity Large Cap Value

Project Manager/ Project Mgr II/ Sr. Project Mgr, Electric Grid

Tax Manager

Finance Director

Finance Director

Finance Director

Director, Project Accounting

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