The Robert Toigo Foundation

Investment Portfolio Associate-Bay City, MI

Raymond James
May 12, 2021
122 Uptown Drive, Suite 401, Bay City, Michigan
Job Type


About Raymond James

Our "about us" is really about you.
We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most:   You.

About Us 
When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through 8,300 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

Investment Portfolio Associate-Bay City, MI

Essential Duties and Responsibilities:

• Collects fundamental research on related companies as requested by Financial Advisors.

• Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.

• Assists in preparation of written industry and company specific reports

• Assists in development of financial models for revenue and income forecasts.

• Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.

• Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.

• May participate in client meetings to identify client goals and tolerances.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis


• SIE required provided that an exemption or grandfathering cannot be applied.

• Series 7 required.

• Series 63, 65 and/or 66 as required by state.

Interested individuals may view/apply at:


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