About the role#
Equity Research helps clients make investment decisions by providing independent analysis of publicly traded companies. As a seasonal associate, you will work with multiple teams on projects such as Initiations of Coverage, financial modeling, earnings notes, and industry whitepapers. You will gain experience analyzing companies and supporting research alongside experienced analysts in a collaborative environment.
What you'll do#
- Assist with company, industry, and market research projects to support investment recommendations.
- Analyze financial statements and metrics to build a fundamental understanding of companies.
- Support the development of financial models for forecasting and valuation.
- Conduct research on market trends, industry developments, and economic events.
- Collaborate with team members to prepare reports, presentations, and other research materials.
- Apply accounting, finance, and equity valuation concepts to evaluate investment opportunities.
What you'll need#
- Senior standing with an expected graduation date in May 2027.
- Pursuing a bachelor’s or master’s degree in finance, accounting, economics, data analytics, or a related field.
- A cumulative GPA of 3.5 or higher.
- Legal authorization to work in the United States without sponsorship.
- Knowledge of accounting, finance, equity valuation, and financial statement analysis.
- Understanding of financial markets, equity securities, and key market drivers.
- Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint.
- Strong research, data gathering, and analytical problem-solving skills.
- Ability to manage multiple assignments, prioritize tasks, and communicate clearly in writing and verbally.
Location & details#
- This is a full-time, remote position.
- The term is Winter 2027, starting January 18, 2027.
- The role requires a minimum of 30 hours per week.
About Raymond James
Raymond James is a financial services firm based in St. Petersburg, Florida. Founded in 1962, the company operates as a public holding company with subsidiaries focused on investment planning, capital markets, and asset management. It supports a network of approximately 8,700 financial advisors across the United States and international markets. The firm manages $1.26 trillion in client assets as of October 2023.
How to get in at Raymond James
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