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About the Role

Analyze and interpret equity-related data, conduct research, and provide opinions on investment decisions. Identify and quantify potential risks and rewards, recommending investment strategies. Monitor designated investments and identify trends. The ideal candidate is client-service oriented, detail-oriented, and thrives in a team-driven, fast-paced environment.

Responsibilities

• Develop expertise on industry and related companies to analyze key themes and trends using primary data sources and business intelligence tools.
• Prepare and coordinate 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 investment recommendations.
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Develop own capabilities through assessment and development activities, formal and informal training, and coaching; gain or maintain external professional accreditation 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.

Requirements

• Works with general supervision on analyzing data trends for use in reports to help guide decision making.
• Uses clear and effective verbal communication skills when required for 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.

Skills

• Data analytics/coding skills preferred.

Location

• Resident

Work Type

• Full-time

Experience Level

• 13 months to 3 years

Education Level

• Bachelor’s: Business Administration, Economics, Finance or a related field.
• Bachelor’s (Required)

Salary/Compensations

• $80,000.00-$105,000.00

Benefits

• 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)
• Parental leave

About the Company

• 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.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.