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 benefits life insurance and disability benefits retirement savings plan paid time off including vacation, holidays, sick leave parental leave discretionary bonuses or compensation components Collect fundamental research on related companies as requested by Financial Advisors Use analytical tools and methodologies to research investments, asset allocation, and portfolio comparisons Prepare written industry and company-specific reports Develop financial models for revenue and income forecasts Support Investment Strategy white papers and advisor-facing materials Assist in preparing presentations and portfolio/equity analyses for HNW and institutional clients Participate in client meetings to understand goals and tolerances Contribute to individualized client investment strategies Respond to advisor inquiries to resolve issues Produce customized reports on industry and company dynamics Create and maintain performance and review reports Maintain checklists for third‑party and independent manager reviews Generate periodic investment analyses and peer benchmarks Interface with staff at all levels to manage portfolios Complete ad hoc projects and reports as assigned Bachelor's degree in a related field and 3 years' experience in financial services with emphasis on market research and analysis Series 7 and/or 63/65/66 as required by state FINRA certifications (S6, S7, SIE) as applicable Travel up to 25% Experience in financial modeling and research reporting Proven ability to collaborate with advisors and teams #J-18808-Ljbffr