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.

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