Equity Research Associate- E&P (Energy)

100 Raymond James & Associates, Inc.; Houston (TX); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a driven Equity Analyst to analyze equity-related data, develop investment theses, and support investment recommendations. You will perform research on sectors and individual securities, building models and reports to inform investment decisions in a fast-paced, client-service oriented environment.

The role emphasizes collaboration with senior analysts, ongoing education, and adherence to industry standards.

Qualifications

• Bachelor’s degree required or equivalent in a related field.
• Experience with equity research and financial modeling is preferred.
• Strong analytical and communication skills; client-service orientation is essential.

Responsibilities

• Develops expertise on industry and related companies to analyze key themes and trends.
• Prepare and coordinate data/analytics reports, including revenue/income forecasts, cash flow, and quarterly projections.
• Build relationships within internal client teams and deliver high-quality services.

Skills

Equity research

Financial modeling

Data analysis

Communication

Team player

Education

Bachelor’s degree (Required)

Bachelor’s in related field (Preferred)

Tools

MS Excel

Business intelligence

Job description

Overview

Job Description Summary 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 selected sectors and develop investment theses. Analysis may focus on an individual security, sector, or theme. 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.

Responsibilities

• Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• 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.
• Explore and develop 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.

Skills

• Works with general supervision on analyzing data trends 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.
• Data analytics/coding skills preferred.

Certifications

• Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain within your first year.

Education

• Education Bachelor’s: Preferably Petrochemical Engineering or a closely related discipline.
• Education Bachelor’s (Required)

Work Experience

• General Experience - 13 months to 3 years.
• General Experience - 13 months to 3 years.

Travel

Less than 25%

Workstyle

Hybrid

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com.

Company Values

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Associate Expectations

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James - and why they stay.