Job Information
Raymond James Financial, Inc. Investment Research Analyst in San Diego, California
Job Description
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.
Qualifications - External
Knowledge, Skills, and Abilities:
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 non-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.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Economics
Work Experience
General Experience - 6 to 10 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$100,000.00-$110000.00
Travel
Less than 25%
Workstyle
Hybrid
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.
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Raymond James Financial, Inc.
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