Equity Research Associate - Data-Driven Investment Analyst

Raymond James; Houston (TX); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonuses

Commissions

Medical

Dental

Vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking an Equity Analyst to analyze and interpret equity-related data, conduct research, and develop investment theses across sectors. The role emphasizes client service, teamwork, and delivering timely investment opinions in a fast-paced environment.

The ideal candidate will have 1–3 years of experience, strong financial modeling skills, and the ability to communicate clear investment recommendations.

Qualifications

• Bachelor’s degree in Petrochemical Engineering or related field preferred.
• 13 months to 3 years work experience in equity, research, or analysis.
• Strong analytical and quantitative skills with attention to detail.

Responsibilities

• Develop industry knowledge to analyze themes and trends using primary data sources.
• Prepare data and analytics reports including revenue, cash flow, and projections.
• Assess external developments and their potential investment impact.
• Build relationships with internal clients, delivering high-quality services.
• Pursue professional development and external accreditation as applicable.
• Stay updated on technology, regulation, and best practices in the industry.

Skills

Equity data analysis

Financial modeling

Research skills

Communication

Team collaboration

Education

Bachelor’s in Petrochemical Engineering

Bachelor’s degree

Tools

Excel

BI tools

SQL

Job description

Raymond James is seeking an Equity Analyst to analyze and interpret equity-related data, conduct research, and develop investment theses across sectors. The role emphasizes client service, teamwork, and delivering timely investment opinions in a fast-paced environment.

The ideal candidate will have 1–3 years of experience, strong financial modeling skills, and the ability to communicate clear investment recommendations.