Equity Research Associate

Equity Analyst

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 the Healthcare sector and develop investment theses. Analysis may focus on an individual security, data, interviews with industry experts, literature reviews, and critically evaluating data. 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:

1. Develops expertise on the Healthcare industry and individual healthcare companies to assess the impact of data readouts and other impactful news.
2. 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.
3. Assembles and analyzes data to help inform investment ideas/ views on market outlook.
4. Explores and develops a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation.
5. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
6. 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.
7. 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 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.

Licensing:

• You will be expected to obtain the Series SIE and 86/87 licenses within one year from your start date.

Position is hybrid.

Education:

Bachelor's: Finance (Required)

Work Experience:

General Experience - 13 months to 3 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:

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.