Investment Analyst II

Job Description Summary

This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are essential to guiding our long-term investment forecasts and views across all asset classes. The incumbent will collaborate with the CIO, economists, and investment strategists to develop and message our multi-asset class views, strategic and tactical positioning, and will be responsible for communicating key investment insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics, asset allocation and will be expected to participate in presentations, conferences, and other client-related events.

Job Description

Job Summary

This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are essential to guiding our long-term investment forecasts and views across all asset classes. The incumbent will collaborate with the CIO, economists, and investment strategists to develop and message our multi-asset class views, strategic and tactical positioning, and will be responsible for communicating key investment insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics, asset allocation and will be expected to participate in presentations, conferences, and other client-related events.

Essential Duties and Responsibilities

• Lead the design and refinement of strategic and tactical asset allocation models across multiple asset classes
• Lead the development, refinement, and regular update of capital market assumptions
• Translate insights from CMAs and macroeconomic / market research into actionable tactical investment views
• Develop commentary for advisor and client consumption that outlines our strategic and tactical views
• Prepare and deliver both oral and written strategic and tactical views to key internal and external stakeholders
• Develop, maintain, and enhance proprietary models for the economy (e.g., recessionary models), equities (valuation models) and fixed income (levels and spreads)
• Contributes regularly to the CIO Suite of publications
• Serve as back-up to CIO / Investment Strategists in responding to CA / FA inquiries

Knowledge, Skills, and Abilities

Knowledge of

Skill in

Ability to

Educational / Previous Experience Requirements

Licenses / Certifications

Education

Bachelor's, Bachelor's : Business Administration, Bachelor's : Finance

Work Experience

General Experience - 6 to 10 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

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 :

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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