Job Description Summary
Using a combination of quantitative modelling and qualitative research, assist with the management of US equity strategies. The successful candidate will have opportunity for exposure to each facet of the investment process: stock selection, portfolio construction, and trading. They will also be responsible for researching improvements to these quantitative tools and qualitative processes. Lastly, this individual will also collaborate with other members of the investment team to assist with sales and/or client service efforts at the firm.Job Description
Job Summary:
Using a combination of quantitative modelling and qualitative research, assist with the management of US equity strategies. The successful candidate will have opportunity for exposure to each facet of the investment process: stock selection, portfolio construction, and trading. They will also be responsible for researching improvements to these quantitative tools and qualitative processes. Lastly, this individual will also collaborate with other members of the investment team to assist with sales and/or client service efforts at the firm.
Responsibilities:
Research, implement, utilize, and troubleshoot quantitative models and tools.
Evaluate potential trades.
Document rationale behind trade decisions.
Monitor portfolios and global markets at a stock and thematic level.
Write and/or proofread monthly or quarterly sales/market/client service materials.
Assist other members of investment team in creating and checking trades
Perform other duties and responsibilities as assigned.
Knowledge of:
• Python, SQL, and SAS
• Financial databases/tools such as Bloomberg, Factset, IBES, Worldscope, and QADirect.
• Advanced concepts, practices and procedures of non-US and Global equity investing.
Skill in:
Building models and tools to support investment process, especially for US equities.
• Utilizing portfolio construction tools such as Axioma or Barra.
• Doing in-depth company and/or industry analysis.
• Preparing and delivering clear, effective, and professional presentations.
• Using software applications to produce documents such as reports and spreadsheets.
Ability to:
• Multi-task and work collaboratively in a fast-paced, team-oriented environment
• Identify relationships, draw logical conclusions and interpret results for use in decision-making.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise.
• Establish and maintain effective working relationships at all levels of the organization.
• Be proactive and demonstrate readiness and ability to initiate action.
• Project positive, professional image both internal and with external business contacts.
• Implement changes to standard procedures when required by specific situations and circumstances.
Educational/Previous Experience Requirements:
• Bachelors Degree (Masters or higher preferred) in a quantitative or financial discipline, and two to three (2-3) years of experience in the investment industry preferred.
~or~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range
$100,000.00-$115,000.00Travel
Workstyle
HybridAt 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.
Top 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.
