Monitor Guided Portfolios at Raymond James using investment research and quantitative analysis. Support advisor-facing decisions across securities, sectors, and geographies.

As a Portfolio Advisory Associate, you will support the Portfolio Advisory team within Private Client Solutions. You will track portfolio holdings, answer equity research inquiries, and translate investment views into actionable decisions. The work includes portfolio oversight, product due diligence, and advisor support.

Key Responsibilities:

- Monitor Guided Portfolio companies and relevant research reports
- Prepare portfolio commentary, advisor materials, and internal analysis
- Align advisor-facing materials with cross-asset investment views




- Respond to advisor requests about portfolios and equities
- Coordinate with analysts on outlooks and investment ideas

Requirements:

- One to three years of relevant financial services experience
- Finance or Economics undergraduate or postgraduate degree
- Solid fundamental, quantitative, and financial modeling skills
- Current or completed CFA program enrollment
- Excellent English communication and MS Office proficiency

Apply portfolio monitoring, research communication, and analytical skills to support Guided Portfolios and Raymond James advisors.

📌 Portfolio Advisory Associate Guided Portfolios (Canada)
🏢 Raymond James
📍 Canada