2027 Equity Research Associate

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

• Bachelor’s Degree (B.S.) in business-related or data analytics field.

• Demonstrated interest in the financial markets

• 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).

• 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

Location

• Hybrid position

• Minimal travel required, <10%

Raymond James Guiding Behaviors

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.