Raymond James Financial, Inc.
Associate Client Portfolio Manager -RJIM / San Diego, CA
Raymond James Financial, Inc., San Diego, California, United States, 92189
Associate Client Portfolio Manager -RJIM / San Diego, CA
-
2403000
DescriptionJob SummaryUnder administrative direction, uses extensive knowledge and skills obtained through education and experience to function as a liaison between ClariVest Asset Management and various departments at RJIM. The individual will act as a subject-matter expert on ClariVest’s products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. The individual will work closely with the ClariVest investment team (located in San Diego, CA) and collaborate across multiple RJIM teams (located in St. Petersburg, FL) including intermediary sales, client service, marketing, compliance, reporting, and operations.
Essential Duties and Responsibilities
Serves as a point of contact for inbound questions and data requests from across RJIM related to ClariVest
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 and RFPs as needed
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
Qualifications
Knowledge, Skills, and AbilitiesKnowledge of
RJ and RJIM working structure, policies, mission, and strategies
Fundamental concepts, principles, and practices used in the securities industry
Fundamental concepts, principles, and practices of relationship management
Financial markets and products, specifically fixed income
Fundamental understanding of return attribution analysis
Skill in
Interpreting and applying policies and procedures
Preparing management reports
Identifying trends and implementing appropriate corrective action
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
Organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions
Balance conflicting resource and priority demands
Partner with other functional areas to accomplish objectives
Work independently as well as collaboratively within a team environment
Establish and maintain effective working relationships at all levels of the organization
Educational/Previous Experience RequirementsEducation/Previous Experience
Bachelor’s Degree (B.A.) in Finance or related field and a minimum of three (3) to five (5) years of experience in the financial services industry
OR
Any equivalent combination of experience, education, and/or training approved by Human Resources
Licenses/Certifications
Chartered Financial Analyst (CFA) preferable or ability to obtain within three years of hire
Series 7 license (current or ability to obtain within three months of hire)
Raymond James Guiding Behaviors
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.We expect our associates at all levels to:
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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal-opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Investment Management
Primary Location
US-CA-San Diego-San Diego
Organization
Raymond James Investment Management
Schedule
Full-time
Shift
Day Job
Travel
Yes, 25 % of the Time
Eligible for Discretionary Bonus
Yes
#J-18808-Ljbffr
-
2403000
DescriptionJob SummaryUnder administrative direction, uses extensive knowledge and skills obtained through education and experience to function as a liaison between ClariVest Asset Management and various departments at RJIM. The individual will act as a subject-matter expert on ClariVest’s products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. The individual will work closely with the ClariVest investment team (located in San Diego, CA) and collaborate across multiple RJIM teams (located in St. Petersburg, FL) including intermediary sales, client service, marketing, compliance, reporting, and operations.
Essential Duties and Responsibilities
Serves as a point of contact for inbound questions and data requests from across RJIM related to ClariVest
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 and RFPs as needed
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
Qualifications
Knowledge, Skills, and AbilitiesKnowledge of
RJ and RJIM working structure, policies, mission, and strategies
Fundamental concepts, principles, and practices used in the securities industry
Fundamental concepts, principles, and practices of relationship management
Financial markets and products, specifically fixed income
Fundamental understanding of return attribution analysis
Skill in
Interpreting and applying policies and procedures
Preparing management reports
Identifying trends and implementing appropriate corrective action
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
Organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions
Balance conflicting resource and priority demands
Partner with other functional areas to accomplish objectives
Work independently as well as collaboratively within a team environment
Establish and maintain effective working relationships at all levels of the organization
Educational/Previous Experience RequirementsEducation/Previous Experience
Bachelor’s Degree (B.A.) in Finance or related field and a minimum of three (3) to five (5) years of experience in the financial services industry
OR
Any equivalent combination of experience, education, and/or training approved by Human Resources
Licenses/Certifications
Chartered Financial Analyst (CFA) preferable or ability to obtain within three years of hire
Series 7 license (current or ability to obtain within three months of hire)
Raymond James Guiding Behaviors
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.We expect our associates at all levels to:
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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal-opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Investment Management
Primary Location
US-CA-San Diego-San Diego
Organization
Raymond James Investment Management
Schedule
Full-time
Shift
Day Job
Travel
Yes, 25 % of the Time
Eligible for Discretionary Bonus
Yes
#J-18808-Ljbffr