Job Information
Raymond James Financial, Inc. Investment Analyst II in Hunt Valley, Maryland
Description
Job Summary:
This role reports to the Chief Investment Officer (CIO) and is chiefly responsible for assisting the CIO in the development of quantitative and qualitative research to build the "CIO View" for the Financial Advisors/Client Advisors. This role will also assist in the development of research publications to convey investment strategy and "CIO View". An Investment Analyst will assist in the creation, monitoring and articulation of proprietary high conviction ideas across all asset classes. High conviction ideas should be supported by and consistent with the CIO view, fundamentals and technicals. This incumbent will also develop ad hoc presentations for Chief Investment Officer to participate at conferences and other client related events. In this role, there is also responsibility for developing global economic views, investment views on various asset classes, developing high conviction ideas, timely research publications on market moving events and investment outlooks.
Essential Duties and Responsibilities:
Develop, maintain and enhance proprietary models for the economy (e.g. recessionary models), equities (valuation models) and fixed income (levels and spreads)
Serve as back-up to CIO/Chief Investment Strategist in responding to CA/FA inquiries
Develop a view on market/investment questions from CA/FA’s
Develop timely research publications and liaison with Marketing to distribute to all relevant channels in order to maximize reach of research
Research and understand a wide range of asset classes that include equities (U.S., sectors, international, developed and emerging markets), fixed income (sectors), commodities and alternatives.
Update internet and RJNet with timely publications
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Research tools such as FactSet and Bloomberg
On-line research data providers (Fed, BLS, BEA)
Company’s working structure, policies, mission, strategies, and compliance guidelines.
Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data
Excel, PowerPoint and Word
Skill in:
Strong work ethic, commitment to deadlines and strong attention to details
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Strong communication skill set, particularly writing
Preparing and delivering clear, effective, and professional presentations
Identifies the needs of customers through effective questioning and listening techniques
Ability to:
Build databases, analyze data (including regression analysis), and communicate findings
Monitor the drivers of performance for each asset class ranging from equities to bonds to alternatives
Be self-motivated and successful in creating individualistic research
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Articulate reasons behind decisions
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information
Identify problems, gather facts, and develop solutions
Educational/Previous Experience Requirements:
Undergraduate degree in Finance or Economics
CFA or MBA candidates a plus
Minimum of 3 years of financial industry experience
or
- An equivalent combination of experience, education, and/or training as approved by Human Resources
Licenses/Certifications:
- Series 7 strongly preferred, or the ability to obtain within 6 months
Job: Investment Management
Primary Location: US-MD-Hunt Valley-Hunt Valley
Organization Private Client Group
Schedule Full-time
Job Shift Day Job
Travel Yes, 10 % of the Time
Req ID: 2402711