Position Summary: Support Equity Analyst in preparing industry and company research by collecting, organizing and analyzing data, writing investment-related equity research reports and creating/maintaining financial models.
Essential Duties and Responsibilities: •Develops expertise in the sector industry and related companies, in order to assess the relevance of news and other data; •Conducts primary research on assigned industries and select companies; •Performs quantitative analysis of macroeconomic variables, and competitive landscape dynamics that impact the industry; •Maintains computer databases covering industry and related companies; •Assists in preparation of written industry and company specific reports and establishes an investment thesis on select stocks; •Assists in development of financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections; •Performs other duties and responsibilities as assigned
Required Experience: •PC skills sufficient to create documents, detailed spreadsheets, presentations and email; •Communication skills sufficient to effectively summarize, explain and field questions about specific industry-, company- and market-related developments; •Writing skills to efficiently produce reports in a concise and timely manner; •Organizational skills sufficient to perform duties with frequent interruptions and changes in response to company announcements and/or market conditions; •Quantitative and analytical skills sufficient to assist in developing corporate financial projections and equity valuation metrics.
Education: 3.5+ GPA, Bachelor’s Degree in Finance, Accounting, Business or Economics
Licenses and Certificates: NASD SIE or ability to obtain it within 6 months of hire. NASD Series 86/87 license or ability to obtain it within 12 months of hire. Series 63 license or ability to obtain it within 12 months of hire.
Hours: 40+ (Additional time may be required).
Additional Salary Information: plus annual bonus
About Raymond James and Associates
For more than 50 years, Raymond James has combined deep expertise, global reach and sophisticated strategies to serve the needs of growth companies and their investors. At the core of our equity capital markets offering are the equity research and investment banking divisions. Our analysts and bankers are highly specialized by industry focus and transactional expertise. Working alongside our dedicated professionals provides an opportunity to gain experience in the markets and interact with corporate clients.