Use investment research and financial modeling to support Raymond James portfolio decisions. Collaborate with analysts and advisors across Private Client Solutions.
This Portfolio Advisory Associate position supports model portfolio oversight and advisor-facing portfolio advisory services. You will assess earnings releases, announcements, news flow, analyst research, and evolving investment views. Your work contributes to consistent implementation across publications, products, and Guided Portfolios.
Key Responsibilities: Track earnings, announcements, news flow, and research
Support portfolio reviews and product due diligence requirements
Develop internal analysis and portfolio-focused commentary
Maintain relationships with Investment Advisors and answer inquiries




Evaluate analyst insights for Guided Portfolio decisions
Requirements: One to three years in investment research or portfolio support
Finance or Economics degree at undergraduate or postgraduate level
Financial modeling, graphing, and data analysis skills
Excellent written and oral communication abilities
Bloomberg, FactSet, programming, or Python experience is an asset
Bring research judgment, data analysis, and transparent communication to Raymond James portfolio support and investment decision-making.

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📌 Investment Research Associate Portfolio Support (Ontario)
🏢 Raymond James
📍 Ontario