Raymond James · 3 months ago
Investment Research Analyst - Hybrid - San Diego Only
San Diego, California - United States
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $115K/yr
2+ years expRaymond James is a financial services firm that focuses on investment management. The Investment Research Analyst will assist with the management of US equity strategies through quantitative modeling and qualitative research, while collaborating with the investment team on various processes and client service efforts.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
Bachelors Degree in a quantitative or financial discipline
Two to three (2-3) years of experience in the investment industry
Knowledge of Python, SQL, and SAS
Knowledge of financial databases/tools such as Bloomberg, Factset, IBES, Worldscope, and QADirect
Knowledge of 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
Skill in utilizing portfolio construction tools such as Axioma or Barra
Skill in doing in-depth company and/or industry analysis
Skill in preparing and delivering clear, effective, and professional presentations
Skill in 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
Ability to identify relationships, draw logical conclusions and interpret results for use in decision-making
Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Ability to efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise
Ability to establish and maintain effective working relationships at all levels of the organization
Ability to be proactive and demonstrate readiness and ability to initiate action
Ability to project a positive, professional image both internal and with external business contacts
Ability to implement changes to standard procedures when required by specific situations and circumstances
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Preferred
Masters or higher in a quantitative or financial discipline
Experience in the investment industry
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase