Job Description Summary

Analyze and interpret equity-related data, do research and give advice on economic issues which impact on the business. Conduct research studies of existing and potential investments in selected areas and develop recommendations. Depending on the research approach, analysis may focus on an individual security, sector, or country. Identify and investigate pertinent factors influencing investment decisions. Quantify and interpret potential risks and rewards. Recommend acquiring, holding, or disposing of investments. Monitor designated investments to identify trends and conditions. Assist in the development of policy guidelines. Monitor the market for anomaly switches to take advantage of these.

Job Description

Raymond James Overview

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Summary

Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to support Equity Analyst in preparing industry and company research by collecting, organizing, and analyzing data, writing investment-related research reports, and creating/ maintaining financial models. Responsible for assembling and analyzing data on select growth companies. Help to identify and formulate new investment ideas in targeted industry groups to support the generation of new business activity. The ideal candidate is client-service oriented, detail-oriented, and can thrive in a team-driven and fast-paced environment.

Essential Duties and Responsibilities

• Develops expertise on industry and related companies in order to assess the relevance of news and other data.
• Performs quantitative and qualitative analysis of macroeconomic variables that impact assigned industry.
• Maintains databases and spreadsheets pertaining to their industry and related companies.
• Develops financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
• Prepares internal and external written reports and presentations to communicate research findings, news events, and investment ideas resulting from security analyses.
• Works with Senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Company’s working structure, policies, mission, and strategies.
• Advanced concepts, practices, and procedures of Equity Research.
• Principles of banking and finance and securities industry operations.
• Financial markets and products.

Skill in

• Identifying relationships, drawing logical conclusions, interpreting results, and communicating findings both orally and in writing.
• Quantitative and analytical analysis sufficient to assist in the development of corporate financial projections and equity valuation metrics.
• Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products.
• Accounting and financial statement analysis.
• Building accurate computer-generated financial models.
• Microsoft Office suite, with an intermediate/advanced knowledge of Excel
• Data analytics/Coding skills strongly preferred

Ability to

• Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both verbally and in writing with all organizational levels.
• Attend to detail while maintaining a big picture orientation.
• Interpret and apply policies and identify and recommend changes as appropriate .
• Work independently as well as collaboratively within a team environment.
• Establish and maintain effective working relationships at all levels of the organization; including negotiating resources.
• Project a positive, professional image both internal and with external business contacts.
• Convey information clearly and effectively through both formal and informal documents.

Educational/ Previous Experience Requirements

•Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD)
• Bachelor’s Degree (B.S.) in business-related or data analytics field.
• Demonstrated interest in the financial markets

OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied, or the ability to obtain within three (3) months of hire.
• FINRA Series 86/87 licenses or the ability to obtain within one (1) year of hire.
• FINRA Series 63 may be required , depending on domicile

Education

Bachelor’s: Accounting, Bachelor’s: Applied Mathematics, Bachelor’s: Business Administration

Work Experience

General Experience - None

Workstyle

Resident

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.
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Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF