Equity Research Associate- E&P (Energy)

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

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.

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

• 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.
• 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 after your first year.

Education

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

Work Experience

• General Experience - 13 months to 3 years

Travel

• Less than 25%

Workstyle

• Hybrid

Compensation & Benefits

• Base salary or wages
• Additional compensation (cash or equity)
• Discretionary bonuses
• Commissions
• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance
• 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.

We Expect Our Associates At All Levels To

• 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.