Raymond James Financial
Associate Client Portfolio Manager -RJIM / San Diego, CA
Raymond James Financial, San Diego, California, United States, 92189
Job 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.QualificationsKnowledge, 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 inInterpreting 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 toCommunicate 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 BehaviorsAt 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.
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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.QualificationsKnowledge, 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 inInterpreting 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 toCommunicate 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 BehaviorsAt 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.
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