- SALARY:NONE
- Saint Petersburg, Florida
Saint Petersburg, Florida
Portfolio Analyst - Raymond James Trust-2401460
Description
Job Summary
Assist the
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 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 BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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
NoEligible for Discretionary BonusYes#LI-TG1