Investment Portfolio Associate (Naples, FL)

In this role you support Financial Advisors by conducting portfolio and market research, building financial models, and preparing investment analyses for high-net-worth and institutional clients. You will produce industry and company research, develop forecasts, and assist with client-facing presentations and proposals. You work closely with cross-functional teams to clarify information and help shape investment strategies. This is a hands‑on role in a client‑first, data‑driven environment that emphasizes rigorous analysis and actionable insights.medical, dental, and vision benefitslife insurance and disability benefitsretirement savings planpaid time off including vacation, holidays, sick leaveparental leavediscretionary bonuses or compensation componentsCollect fundamental research on related companies as requested by Financial AdvisorsUse analytical tools and methodologies to research investments, asset allocation, and portfolio comparisonsPrepare written industry and company-specific reportsDevelop financial models for revenue and income forecastsSupport Investment Strategy white papers and advisor-facing materialsAssist in preparing presentations and portfolio/equity analyses for HNW and institutional clientsParticipate in client meetings to understand goals and tolerancesContribute to individualized client investment strategiesRespond to advisor inquiries to resolve issuesProduce customized reports on industry and company dynamicsCreate and maintain performance and review reportsMaintain checklists for third‑party and independent manager reviewsGenerate periodic investment analyses and peer benchmarksInterface with staff at all levels to manage portfoliosComplete ad hoc projects and reports as assignedBachelor's degree in a related field and 3 years' experience in financial services with emphasis on market research and analysisSeries 7 and/or 63/65/66 as required by stateFINRA certifications (S6, S7, SIE) as applicableTravel up to 25%Experience in financial modeling and research reportingProven ability to collaborate with advisors and teams #J-18808-Ljbffr