1 raymond james trust company corp Job
SORT BY
R
Portfolio Analyst - Raymond James Trust
$87k-122k (estimate)
Full Time | Securities
Just Posted
Raymond James Financial is Hiring a Portfolio Analyst - Raymond James Trust Near Saint Petersburg, FL
Portfolio Analyst - Raymond James Trust-2401460
Description
Job Summary:
Job Summary:
Assist the Portfolio Management Group (PMG) team in managing and expanding on new and existing (PMG) trust relationships. Offers investment management, trust and other (PMG) services, based on the needs of the client. Works within a team environment in supporting the discretionary investment management of those relationships and plays an integral role to the team.
Essential Duties and Responsibilities:
- Assist in the management of client relationships under the direction of Senior Portfolio Managers.
- Assists Trust Administrators & Portfolio Managers in managing client relationships and client retention.
- Conducts Investment research and analysis around all aspects of the investment offering utilizing various resources.
- Supports the implementation of a holistic investment strategy in conjunction with the PMG team.
- Prepares performance reports & investment reviews.
- Works closely with the prospective client’s advisors, including attorneys, CPA’s, insurance professionals and others as needed.
- Is an integral member of the RJT investment department and takes on other duties from time to time to assist with projects and tasks related to the trust company’s investment offering.
- Participation on RJT committees or sub-committees may be required.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge, Skills, and Abilities:
Knowledge of:
- Software necessary for portfolio analysis including Excel, Word, PowerPoint, and Trust accounting software as well as analytics used in the industry.
- Investment concepts, practices and procedures used in the industry.
- Principles of estate planning, trusts and securities industry operations.
- Financial markets and products.
Skill in:
- Effectively managing client relationships.
- Strategic planning as part of client retention focus.
- Gathering and compiling information and data.
- Preparing and delivering written and oral presentations.
- Operating standard office equipment and using required software applications.
Ability to:
- Complete job duties independently, with little supervision.
- Partner with other functional areas to accomplish objectives.
- Communicate effectively, both orally and in writing.
- Provide a high level of service
- Establish and maintain effective working relationships at all organizational levels.
- Participate in professional organizations and activities.
- Maintain currency in industry services and products.
- Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in related field from a four-year college or university with three (3) to five (5) years in financial services environment in investment related activities.
~or~
- Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
- Series 7 preferred.
Anticipation of earning licenses or designations may be required as needed.
Raymond James Guiding Behaviors
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.
Job Trust Services
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Raymond James Trust Company Corp
Schedule Full-time
Shift Day Job
Travel No
Eligible for Discretionary Bonus Yes
#LI-TG1
Job Summary
JOB TYPE
Full Time
INDUSTRY
Securities
SALARY
$87k-122k (estimate)
POST DATE
04/28/2024
EXPIRATION DATE
06/27/2024
WEBSITE
raymondjames.com
HEADQUARTERS
SAINT PETERSBURG, FL
SIZE
7,500 - 15,000
FOUNDED
1962
TYPE
Public
CEO
PAUL C REILLY
REVENUE
$5B - $10B
INDUSTRY
Securities
Related Companies
About Raymond James Financial
Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
