About the role
Job Description Summary
Clark Capital is seeking a Client Portfolio Analyst who will engage with Clark Capital's Investment Team to understand and effectively represent the firm's investment philosophy and process. This is combined with an ability to analyze client portfolios and make determinations about how a Clark Capital portfolio could add value. The ideal candidate demonstrates adaptability and creativity in order to help shape an evolving and dynamic endeavor.Job Description
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: FinanceWork Experience
General Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)Travel
Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
Aplyr's read
Raymond James is a diversified financial services firm known for its robust compliance culture and personalized client service, attracting professionals in finance, compliance, and technology.
What's promising
- •Raymond James offers a strong compliance framework, appealing to professionals focused on regulatory adherence.
- •The firm provides diverse career opportunities across finance, technology, and operations.
- •Raymond James emphasizes personalized client service, enhancing client satisfaction and employee engagement.
What to watch
- •The financial services industry faces high regulatory scrutiny, impacting operations.
- •Competition from larger firms may limit growth opportunities.
- •Economic downturns can affect investment banking and asset management revenues.
Why Raymond James
- •Raymond James is known for its conservative financial management and stability.
- •The firm maintains a strong regional presence, particularly in the Southeast U.S.
- •Raymond James emphasizes a client-first approach, differentiating it from larger competitors.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Raymond James
Raymond James Financial, Inc. is a diversified financial services company that provides investment banking, asset management, and financial planning services.
