Raymond James

Associate Client Portfolio Analyst, Clark Capital

PA - Philadelphia - 1650 Market Street Floor 53, United States of America

Sponsorship not specifiedDetected 10 hours ago

SalesExcelResearchAdaptabilityMicrosoft Office

About the role

Job Description Clark Capital is seeking an Associate Client Portfolio Analyst who will engage with Clark Capital's Investment Team to understand and effectively represent the firm's investment philosophy and process.
When associates bring their best authentic selves, our organization, clients, and communities thrive.

Manage client assets, prepare risk analyses, and generate financial reports.
Monitor asset performance, develop strategies to increase ROI and minimize risk, research market trends, and collaborate with the asset management team, analysts, and senior executives.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Experience or aptitude for working with FactSet, Bloomberg, Morningstar, Excel, PowerPoint and Adobe and the ability to learn and master internal technologies and programs
This is combined with an ability to analyze client portfolios and make determinations about how a Clark Capital portfolio could add value.
Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance

Direct relevant input to various analysis software to determine weaknesses and strengths
Examine analysis reports and synthesize into incisive commentary
Convey updates and insights about Clark Capital investments to the sales team in an ongoing and timely manner
Engage with advisors and/or clients to address investment concerns or questions
Due diligence questionnaire/RFP assistance
Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
Perform other duties as required
Organizational proficiency in order to manage a high volume of opportunities and tasks

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.