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Investment Portfolio Analyst

  • ... Posted on: Mar 12, 2026
  • ... Raymond James
  • ... Locust Valley, New York
  • ... Salary: Not Available
  • ... Full-time

Investment Portfolio Analyst   

Job Title :

Investment Portfolio Analyst

Job Type :

Full-time

Job Location :

Locust Valley New York United States

Remote :

No

Jobcon Logo Job Description :

A leading financial services firm in Locust Valley is looking for an Associate to support Financial Advisors by conducting portfolio analytics, preparing industry research, and developing financial models. The ideal candidate will have a Bachelor’s degree and at least two years of experience in financial services. Key responsibilities include assisting with client meetings, preparing reports, and providing research insights to enhance client investment strategies. The role offers potential for annual bonuses and performance payouts. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 12, 2026

Reference Number:

14660_DD643AFAB87499B81F0B464DA4195D5F

Employment:

Full-time

Salary:

Not Available

City:

Locust Valley

Job Origin:

APPCAST_CPC

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A leading financial services firm in Locust Valley is looking for an Associate to support Financial Advisors by conducting portfolio analytics, preparing industry research, and developing financial models. The ideal candidate will have a Bachelor’s degree and at least two years of experience in financial services. Key responsibilities include assisting with client meetings, preparing reports, and providing research insights to enhance client investment strategies. The role offers potential for annual bonuses and performance payouts. #J-18808-Ljbffr

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