Equity Research Associate: Market Insights & Financial Modeling

Raymond James Financial, Inc.; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Certification sponsorship

Job summary

Raymond James Financial, Inc. in Houston seeks a data and analytics professional to analyze industry trends and build financial models for revenue and cash-flow forecasts. You will coordinate reports and recommendations for investments, while developing relationships with internal clients to deliver high-quality services.

The role emphasizes ongoing education, regulatory awareness, and pursuit of external professional accreditation to advance performance and potential.

Qualifications

• Securities Industry Essentials Exam (SIE) or ability to obtain within first year.
• Series 63/AG, Series 86 and 87/RS or ability to obtain within first year.
• Bachelor’s degree in Petrochemical Engineering or closely related discipline.

Responsibilities

• Develops expertise on industry and related companies to enable analysis of themes and trends.
• Prepare and coordinate data and analytics reports, including financial models for forecasts.
• Explore external developments and assess potential impact on investment recommendations.
• Build relationships within the internal client organization, delivering high-quality services.
• Develop capabilities through training and coaching; pursue external accreditation when relevant.
• Maintain understanding of technology, regulation, and industry best practices through ongoing education.

Skills

Data analysis

Financial modeling

Report writing

Communication skills

Accounting knowledge

Data analytics/coding

Client communications

Education

Bachelor’s degree in Petrochemical Engineering

Tools

Excel

Job description

Raymond James Financial, Inc. in Houston seeks a data and analytics professional to analyze industry trends and build financial models for revenue and cash-flow forecasts. You will coordinate reports and recommendations for investments, while developing relationships with internal clients to deliver high-quality services.

The role emphasizes ongoing education, regulatory awareness, and pursuit of external professional accreditation to advance performance and potential.