Investment Research Analyst - Hybrid - San Diego Only

Job Description Summary

Using a combination of quantitative modelling and qualitative research, assist with the management of US equity strategies. The successful candidate will have 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 also collaborate with other members of the investment team to assist with sales and / or client service efforts at the firm.

Job Description

Job Summary :

Using a combination of quantitative modelling and qualitative research, assist with the management of US equity strategies. The successful candidate will have 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 also collaborate with other members of the investment team to assist with sales and / or client service efforts at the firm.

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 investment team in creating and checking trades

Perform other duties and responsibilities as assigned.

Knowledge of :

• Python, SQL, and SAS
• Financial 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 investment process, especially for US equities.

Ability to :

Educational / Previous Experience Requirements :

~or~

Education

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

Work Experience

General Experience - 13 months to 3 years

Certifications

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

Salary Range

$100,000.00-$115,000.00

Travel

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 :

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.