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Equity Research Associate jobs in United States
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Raymond James · 8 hours ago

Equity Research Associate

Raymond James is a financial services firm, and they are seeking an Equity Research Associate to analyze and interpret equity-related data, conduct research, and provide opinions on investment decisions. The role focuses on the Healthcare sector, developing investment theses, and monitoring designated investments to identify trends and conditions.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Develops expertise on the Healthcare industry and individual healthcare companies to assess the impact of data readouts and other impactful news
Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
Assembles and analyzes data to help inform investment ideas/ views on market outlook
Explores and develops a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential
Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media

Qualification

Healthcare industry expertiseFinancial modelingData analysisAccounting knowledgeInvestment reportingClient communicationData analytics skillsStandard software proficiencyVerbal communicationTeam collaborationContinuous learning

Required

Bachelor's: Accounting (Required)
Bachelor's: Applied Mathematics (Required)
Bachelor's: Business Administration (Required)
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
You will be expected to obtain the Series SIE, 86/87, and 63 licenses within one year from your start date

Preferred

Data analytics/coding skills preferred

Company

Raymond James

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

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 Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Company data provided by crunchbase