Equity Research Associate — Hybrid, Data-Driven Insights

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

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.