About this role
Investment Portfolio Associate- Locust Valley, NY at Raymondjames. Location: Locust Valley, New York, United States. Role: analyzing portfolios, preparing reports, developing models Requirements: Bachelor's degree and ~3 years financial services experience; conduct market research, analyze portfolios, prepare reports and financial models; SIE and FINRA series licenses required/ preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: sie, s7, s63, s65, s66 Commitment: Full Time Workplace: Onsite Languages: English