Associate, Mutual Fund & ETF Research

Associate, Mutual Fund & ETF Research

Raymond James

Job Summary

Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience to provide clients with a platform of investment opportunities. Primary functions include conducting quantitative and qualitative due diligence, investment analysis (financial modeling, risk analysis, validating investment merits, etc.), and making recommendations on domestic, international, and global investment strategies. The role encompasses authoring product approval memorandums, making presentations to financial advisors, maintaining contact with fund managers, and supporting advisors with mutual fund & ETF requests.

Essential Duties and Responsibilities

• Demonstrate commitment to client-first core values.
• Analyze investment merits and risks of traditional and alternative strategies.
• Perform quantitative and qualitative due diligence and investment analysis on existing and prospective fund offerings.
• Engage with fund managers, analysts and other contacts to understand strategies.
• Compose and disseminate due diligence and investment updates for recommended funds.
• Play a pivotal role in decisions on fund presentation for inclusion / removal from recommended list.
• Prepare detailed product approval memos and present potential additions to Investment Committee.
• Maintain knowledge of firm's fund offerings and research new funds for inclusion.
• Conduct due diligence on existing and prospective products outside recommended list.

Knowledge, Skills, and Abilities

Educational / Experience Requirements

Licenses & Certifications

Travel

Less than 25%

Work Style

Hybrid

Company Commitment

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 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.

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