Raymond James
Investment Research Analyst - Hybrid - San Diego Only
Raymond James, San Diego, California, United States, 92189
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Investment Research Analyst - Hybrid - San Diego Only
role at
Raymond James
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.
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.
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.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Education
Bachelor’s: Accounting
Bachelor’s: Business Administration
Bachelor’s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range $100,000.00-$115,000.00
Workstyle Hybrid
Seniority level
Entry level
Employment type
Full-time
Job function
Research, Analyst, and Information Technology
Referrals increase your chances of interviewing at Raymond James by 2x
Get notified about new Investment Research Analyst jobs in
San Diego, CA .
IM Entry Level Analyst Program: Investment Platform Services We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Investment Research Analyst - Hybrid - San Diego Only
role at
Raymond James
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.
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.
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.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Education
Bachelor’s: Accounting
Bachelor’s: Business Administration
Bachelor’s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range $100,000.00-$115,000.00
Workstyle Hybrid
Seniority level
Entry level
Employment type
Full-time
Job function
Research, Analyst, and Information Technology
Referrals increase your chances of interviewing at Raymond James by 2x
Get notified about new Investment Research Analyst jobs in
San Diego, CA .
IM Entry Level Analyst Program: Investment Platform Services We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr