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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.

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.

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 13 months to 3 years

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)

Travel

Less than 25%

Workstyle

Hybrid

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.

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