Full-Time

Client Portfolio Manager

Posted on 1/15/2025

Raymond James Financial

Raymond James Financial

Compensation Overview

$130k - $150kAnnually

Expert

St. Petersburg, FL, USA

Hybrid position requiring in-office presence.

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Marketing
Fixed Income Securities
Data Analysis
Requirements
  • Knowledge of RJ and RJIM working structure, policies, mission, and strategies
  • Knowledge of fundamental concepts, principles, and practices used in the securities industry
  • Knowledge of fundamental concepts, principles, and practices of relationship management
  • Knowledge of financial markets and products, specifically fixed income
  • Knowledge of fundamental understanding of return attribution analysis
  • Skill in interpreting and applying policies and procedures
  • Skill in preparing management reports
  • Skill in identifying trends and implementing appropriate corrective action
  • Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
  • Ability to communicate effectively, both orally and in writing, with all organizational levels including senior management
  • Ability to organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions
  • Ability to balance conflicting resource and priority demands
  • Ability to partner with other functional areas to accomplish objectives
  • Ability to work independently as well as collaboratively within a team environment
  • Ability to establish and maintain effective working relationships at all levels of the organization
Responsibilities
  • Acts as a primary external contact for all levels (low to premier tier) of clients, researching and answering requests and questions
  • Proactively works across distribution channels and independently to develop new business opportunities
  • Develops narratives product positioning bullet points for marketing and/or sales
  • Assists in the creation of presentations, reports, and databases as needed
  • Coordinates the involvement of the investment team, as needed, to meeting requests
  • Participates in broad initiatives related to overall strategy, product positioning, and marketing campaigns
  • Assists client service with reporting
  • Maintains familiarity with peers in each product category, contrasting different investment approaches, portfolio biases, and historical return patterns
  • Performs other duties and responsibilities as assigned
Raymond James Financial

Raymond James Financial

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Company Stage

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Total Funding

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Headquarters

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Founded

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