Equity Research Associate- Energy/Utilities

Raymond James - Saint Petersburg, FL

Full-time - Entry Level

Saint Petersburg, FL

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

About the position

The Equity Research Associate for Energy/Utilities at Raymond James Financial, Inc. plays a crucial role in supporting the Equity Analyst 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 support business generation in targeted industry groups, all while thriving in a fast-paced, team-oriented environment.

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, and quarterly projections.
• Prepare internal and external reports and presentations to communicate research findings and investment ideas.
• Collaborate with Senior Research Analysts to define and document objectives for research projects.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor's Degree (B.S.) in business-related or data analytics field.
• Demonstrated interest in the financial markets.
• Knowledge of advanced concepts and practices of Equity Research.
• Understanding of banking, finance, and securities industry operations.
• Proficiency in financial markets and products.
• Strong quantitative and analytical skills for corporate financial projections and equity valuation metrics.
• Intermediate/advanced knowledge of Microsoft Excel and the Microsoft Office suite.
• Data analytics or coding skills are strongly preferred.

Nice-to-haves

• SIE certification or ability to obtain within three months of hire.
• FINRA Series 86/87 licenses or ability to obtain within one year of hire.
• FINRA Series 63 may be required depending on domicile.