Raymond James · 12 hours ago
Investment Analyst - AMS Research
Saint Petersburg, Florida - United States
Full-time
Hybrid
Entry Level
1+ years expRaymond James is a financial services firm seeking an Investment Analyst for their AMS Research team. The role involves conducting thorough investment due diligence on various investment managers and maintaining research materials while communicating with third-party managers and Financial Advisors.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Participate in investment manager research teams scrutinize investment managers and their products including mutual fund, ETF and SMA for potential inclusion or exclusion from a multi-billion-dollar fee-based multi-asset platform
Serves as the central point of contact for third party investment manager representatives
Participates in maintaining various Investment Research Due Diligence materials and research reports that may include investment portfolio characteristics, performance data, and opinions on investments published on a regular basis
Attend and host investment research meetings with portfolio managers and analysts to scrutinize investment processes and investment products to aid manager research forming investment opinions
Obtain and apply working knowledge of FactSet to conduct holdings-based analysis and Callan Database for performance-based analysis of managed portfolios
Obtain and apply command of Excel, Access, Word, Informa PSN, Morningstar, eVestment, Mercer for investment manager analysis and new investment manager research projects as they arise
Create and maintain complex data spreadsheets, databases, and templates utilizing various systems to analyze holdings and performance of managed investment portfolios on a multi-billion-dollar fee-based platform
Responds to requests for immediate projects and detailed investment commentary in response to investment performance questions from the AMS Sales Team and Financial Advisors
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree (B.A.) in a related field and a minimum of 1-1.5 year of experience at a broker/dealer or investment-related firm
Any equivalent combination of experience, education, and/or training approved by Human Resources
Knowledge of fundamental concepts, practices, and procedures of Investment Management Due Diligence
Knowledge of fundamental investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets and products
Knowledge of quantitative and qualitative understanding of the investment management business and performance measurement
Skill in analyzing both qualitative and quantitative financial and investment-related information
Skill in performance calculations
Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Ability to produce accurate information on investment products and investment research-related projects
Ability to exhibit excellent written, verbal and interpersonal communication skills
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to attend to detail while maintaining the big picture orientation
Ability to read, interpret, analyze and apply information from professional publications
Ability to meet many deadlines to provide quarterly and monthly data to internal associates and external Financial Advisors
Ability to work independently as well in a team environment
Preferred
Series 7 preferred
CFA candidacy preferred but not required
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