Job Description Summary
Under general supervision of a Senior Equity Analyst, analyze and interpret equity-related data, conduct research and provide opinion on issues which may impact an investment decision. Conduct research studies of existing and potential investments in selected sectors and develop investment theses. Analysis may focus on an individual security, sector, or theme. 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. The ideal candidate is client-service oriented, detail-oriented, and one who thrives in a team-driven and fast-paced environment.Job Description
Responsibilities:
- Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools.
- Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
- Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, an investment recommendation.
- Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
- Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
- Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.
Skills:
- Works with general supervision on analyzing data trends for use in reports to help guide decision making.
- Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations.
- Communicates with internal and external clients in a clear, concise and compelling manner.
- Creates relevant, lucid and effective investment reports.
- Sufficient understanding of accounting and financial statement analysis.
- Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.
- Data analytics/coding skills preferred.
Certifications
- Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain within your first year.
Education
- Bachelor’s: Business Administration, Economics, Finance or a related field.
Work Experience
- General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain after your first year.
Education
Bachelor’s (Required)Work Experience
General Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range
$80,000.00-$105,000.00Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
#LI-RE1Skills Required
- Bachelor's degree in Business Administration, Economics, Finance, or a related field
- 13 months to 3 years of general work experience
- Securities Industry Essentials Exam (SIE) certification or ability to obtain within the first year
- FINRA Series 63 certification or ability to obtain within the first year
- FINRA Series 86 and 87 Research Analyst certifications or ability to obtain within the first year
- Understanding of accounting and financial statement analysis
- Data analytics or coding skills
- Client-service orientation and effective verbal and written communication skills
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing 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. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
