Equity Research Associate- Energy/Utilities

Raymond James - Houston, TX

Full-time - Mid Level

Houston, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Equity Research Associate in the Energy/Utilities sector at Raymond James Financial, Inc. plays a crucial role in supporting Equity Analysts by conducting industry and company research. This position involves collecting, organizing, and analyzing data, writing investment-related reports, and maintaining financial models. The associate will help identify new investment opportunities and contribute to the generation of business activity in targeted industry groups.

Responsibilities

• Develop expertise on industry and related companies to assess the relevance of news and data.
• Perform quantitative and qualitative analysis of macroeconomic variables impacting the assigned industry.
• Maintain databases and spreadsheets related to the industry and companies.
• Develop financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
• Prepare internal and external reports and presentations to communicate research findings and investment ideas.
• Collaborate with Senior Research Analysts on specific research projects.

Requirements

• Bachelor's Degree (B.S.) in a business-related or data analytics field.
• Demonstrated interest in the financial markets or equivalent experience.
• Knowledge of advanced concepts and practices of Equity Research.
• Understanding of banking, finance, and securities industry operations.
• Proficiency in Microsoft Office, especially Excel, and data analytics/coding skills.

Nice-to-haves

• Experience with financial statement analysis.
• Sales skills and ability to obtain customer commitment to ideas or services.

Benefits

• Full-time employment with competitive salary.
• Opportunities for professional growth and development.
• Supportive team-driven environment.