Raymond James · 9 hours ago
Equity Research Associate
St. Petersburg, FL
Full-time
Onsite
Mid Level
3+ years expRaymond James is a financial services firm seeking an Equity Research Associate to analyze and interpret equity-related data, particularly in the Healthcare sector. The role involves conducting research, developing investment theses, and making recommendations on investments based on thorough analysis of various factors.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Required
Under general supervision of a Senior Equity Analyst, analyze and interpret equity-related data, conduct research and provide opinion on issues which may impact an investment decision
Conduct research studies of existing and potential investments in the Healthcare sector and develop investment theses
Analysis may focus on an individual security, data, interviews with industry experts, literature reviews, and critically evaluating data
Identify and investigate pertinent factors influencing investment decisions
Quantify and interpret potential risks and rewards
Recommend acquiring, holding, or disposing of investments
Monitor designated investments to identify trends and conditions
The ideal candidate is client-service oriented, detail-oriented, and one who thrives in a team-driven and fast-paced environment
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
Works with general supervision on analyzing data for use in reports to help guide decision making
Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations
Communicates with internal and external clients in a clear, concise and compelling manner
Creates relevant, lucid and effective investment reports
Sufficient understanding of accounting and financial statement analysis
Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others
You will be expected to obtain the Series SIE, 86/87, and 63 licenses within one year from your start date
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)
Less than 25% travel
Preferred
Data analytics/coding skills preferred
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
2026-02-08
2026-02-04
2026-02-03
Company data provided by crunchbase