Raymond James · 1 week ago
Alternative Investments Analyst
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm seeking an Alternative Investments Analyst to provide high net worth clients with non-traditional investment opportunities. The role involves conducting due diligence, investment analysis, and making recommendations on various investment products while collaborating with financial advisors and fund managers.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Analyzing the investment merits and risks of nontraditional investments, including but not limited to hedge funds, private equity funds, and credit funds as well as their associated suitability for RJ clients
Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior management
Conducting onsite due diligence for existing and prospective alternative investment products
Transferring product knowledge and expertise by communicating with and educating other departments within Alternative Investment Group (e.g., operations and marketing) in addition to direct financial advisor communication
Composing and disseminating due diligence and investment updates regarding existing alternative investment funds for use by financial advisors
Job scope includes performing quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products, preparing detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of a complex asset class. The job scope also includes making product recommendations and presentations as appropriate
The Alternative Investments Analyst will play a role in decisions to approve alternative investments for sale to high net worth clients. As part of the process, the Alternative Investments Analyst will decide which funds warrant in depth diligence versus those that do not. The Alternative Investments Analyst will also play a role in decisions to discontinue offering specific products as well as approval decisions of entire asset classes (with associated whitepapers)
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree
Finance, General business, or Economics very strongly preferred
0-3 years of experience in financial services
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 w/in 6 months of hire
CFA w/in 4 years of hire
Knowledge of financial analysis
Knowledge of complex investment products and securities markets in general
Knowledge of MS Office applications
Knowledge of Bloomberg
Skill in excellent written and verbal communication skills
Skill in presentation skills
Skill in Excel
Skill in PowerPoint
Ability to handle multiple priorities
Ability to self-motivate
Ability to meet multiple critical deadlines
Preferred
eVestment or other hedge fund databases are a plus
FactSet/Code Red or similar research management systems are a plus
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase