Investment Strategy Associate

2 months ago

Toronto, Canada Raymond James Financial, Inc. Full time

**Investment Strategy Associate**
- 2403245

***_At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**_ Investment Strategy Associate_**

**How Does The Role Impact The Organization?**

**How does the role impact the organization?**

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**What will your role be responsible for?**
- Support the Investment Strategy team to formulate investment strategies, develop macro and micro forecasts, and communicate asset allocation/regional recommendations for the Canadian, US and select international markets;
- Produce written strategy reports, commentary, and decks/chart books on a weekly, monthly, and quarterly basis, as well as develop and maintain macro-economic models and forecasting tools to support the team's recommendations;
- Develop strong relationships with our advisory channel, demonstrate a high level of customer service, and respond to requests for specific information about broad market trends and strategies;
- Work with team members to ensure publications, products and portfolio positioning reflects the broad strategy communicated to the advisory channel; and
- Other duties as assigned.

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

**What do we expect from you?**

**_ To qualify for this opportunity, you possess:_**
- Strong English writing skills - French fluency is an asset;
- Excellent understanding of macroeconomic principles;
- Excellent proficiency with MS Office particularly Word, Excel, and PowerPoint;
- Experience with Bloomberg or Factset is an asset;
- Experience in programming or managing and analyzing datasets is an asset;
- Advanced Financial modeling, graphing, and data analysis;
- Ability to work in a team environment and demonstrate a professional and friendly manner
- Strong organizational skills;
- Superior problem solving skills;
- The ability to work within deadlines in a high-volume, pressure-oriented environment; and
- The ability to effectively handle confidential information.

**We encourage 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; and
- Contribute to the continuous evolution of the firm.

At Raymond James - we honour, value, and respect the unique experiences and backgrounds of all our associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Job** Private Clients Solutions

**Primary Location** CA-ON-ON-Toronto

**Organization** PCG Solutions

**Schedule** Full-time

**Status** Permanent Full-Time

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