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Raymond James Financial

Investment Research Analyst

Raymond James Financial, San Diego, California, United States, 92189


Job Description - Investment Research Analyst (2403533)Job SummaryUnder direct supervision, uses a combination of quantitative modelling and qualitative research to assist with the management of non-US and Global equity strategies. The successful candidate will have the opportunity for exposure to each facet of the investment process: stock selection, portfolio construction, and trading. They will also be responsible for researching improvements to these quantitative tools and qualitative processes. Lastly, this individual will collaborate with other members of the investment team to assist with sales and/or client service efforts at the firm.Essential Duties and Responsibilities:Research, implement, utilize, and troubleshoot quantitative models and tools.Evaluate potential trades.Document rationale behind trade decisions.Monitor portfolios and global markets at a stock and thematic level.Write and/or proofread monthly or quarterly sales/market/client service materials.Assist other members of the investment team in creating and checking trades.Perform other duties and responsibilities as assigned.QualificationsKnowledge, Skills, and Abilities:Knowledge of:Python, SQL, and SASFinancial databases/tools such as Bloomberg, Factset, IBES, Worldscope, and QADirect.Advanced concepts, practices, and procedures of non-US and Global equity investing.Skill in:Building models and tools to support the investment process, especially for non-US equities.Utilizing portfolio construction tools such as Axioma or Barra.Doing in-depth company and/or industry analysis.Preparing and delivering clear, effective, and professional presentations.Using software applications to produce documents such as reports and spreadsheets.Ability to:Multi-task and work collaboratively in a fast-paced, team-oriented environment.Identify relationships, draw logical conclusions, and interpret results for use in decision-making.Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise.Establish and maintain effective working relationships at all levels of the organization.Be proactive and demonstrate readiness and ability to initiate action.Project a positive, professional image both internally and with external business contacts.Implement changes to standard procedures when required by specific situations and circumstances.Educational/Previous Experience Requirements:Bachelors Degree (Masters or higher preferred) in a quantitative or financial discipline, and two to three (2-3) years of experience in the investment industry preferred.Any equivalent combination of experience, education, and/or training approved by Human Resources.Licenses:None required.Raymond James Guiding Behaviors: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. 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.Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc. New York Stock Exchange SIPC FINRA SIPCRaymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.

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