Investment Analyst I
Raymond JamesJob Description Summary
Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.Job Description
This role is a part of the Investment Strategy Group and is chiefly responsible for supporting the PCG CIO and Investment Strategy Committee members 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 creation and promotion of investment strategy resources, including the CIO suite of materials, to convey the views of the Investment Strategy Committee and the "CIO View". This role will also assist in the development of ad hoc presentations for the Chief Investment Officer to participate at conferences and other client related events. In addition to assisting the committee, the Investment Analyst will coordinate with marketing and compliance to ensure the timeliness and accuracy of Investment Strategy materials as well as the delivery of materials to advisors and clients with a focus on process and improvement. Finally, this role allows for the creation and development of proprietary Investment Strategy research such as white papers and presentations.
Essential Duties and Responsibilities
Assist in the creation, updating, and distribution of IS publications and presentations, including the CIO Suite of materials, by gathering and analyzing data, and creating infographics
Assist in the development of timely IS materials and liaison with Marketing and Compliance to distribute to all relevant channels in order to maximize reach of research
Research and develop relevant Investment Strategy materials such as white papers and presentations
Research and implement new technologies and media outlets to improve current processes and increase social media reach
Support advisor and branch professional education by participating in AMP events, branch professional showcases, etc.
Assist advisors with ad hoc questions and inquiries mainly through the Investment Strategy inbox, email, and telephone
Assist in the promotion and maintenance of IS Materials on RJnet, RJ.com and the IS email distribution list
Knowledge of
Research tools such as FactSet and Bloomberg
Graphic design tools such as InDesign and Photoshop
Social media outlets such as LinkedIn, Twitter, Facebook, YouTube, etc.
Company’s working structure, policies, mission, strategies, and compliance guidelines
Economic and accounting principles and practices, the financial markets, and the overall investment industry
Microsoft Office
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 intrapersonal communication
Preparing clear, effective and professional presentations
Identifies the needs of advisors and clients through effective questioning and listening techniques
Ability to
Work under minimal supervision to ensure the completion and accuracy of projects in a deadline-driven environment
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Be self-motivated and successful in creating individualistic research
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
Work under minimal supervision to ensure the completion and accuracy of projects in a deadline-driven environment
Education/Previous Experience
Bachelor’s Degree (B.A.) and a minimum of one (1) year of experience in the financial services industry
OR ~
Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
FINRA Series 7 and Series 63 or the ability to obtain within six (6) months of hire.
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: FinanceWork Experience
General Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range
$70,000.00-$72,000.00Travel
Less than 25%Workstyle
HybridAt 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.
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