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Raymond James · 1 week ago

Investment Research Analyst - Hybrid - San Diego Only

San Diego, CA

Full-time

Hybrid

Entry, Mid Level

$100K/yr - $115K/yr

2+ years exp

Raymond James is a financial services firm that is seeking an Investment Research Analyst to assist with the management of US equity strategies. The role involves utilizing quantitative modeling and qualitative research for stock selection, portfolio construction, and trading, while also collaborating with the investment team for client service efforts.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

PythonSQLSASFinancial databasesPortfolio construction toolsIn-depth analysisProactive approachProfessional imageEffective communicationTeam collaborationTime management

Required

Bachelors Degree in a quantitative or financial discipline

Any equivalent combination of experience, education, and/or training approved by Human Resources

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

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

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

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Preferred

Masters or higher preferred in a quantitative or financial discipline

Two to three (2-3) years of experience in the investment industry preferred

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

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)