Raymond James - Houston, TX
posted 3 months ago
The Equity Research Associate in the Energy sector at Raymond James Financial, Inc. plays a crucial role in supporting the Equity Analyst by utilizing specialized knowledge and skills acquired through experience and training. This position involves preparing comprehensive industry and company research by collecting, organizing, and analyzing relevant data. The associate will be responsible for writing investment-related research reports and creating and maintaining financial models that are essential for the analysis of select growth companies. The ideal candidate will be detail-oriented, client-service oriented, and capable of thriving in a fast-paced, team-driven environment. In this role, the associate will develop expertise in the energy industry and related companies, allowing them to assess the relevance of news and data impacting the sector. They will perform both quantitative and qualitative analyses of macroeconomic variables that influence the assigned industry. The associate will maintain databases and spreadsheets related to their industry and will develop financial models for revenue and income forecasts, cash flow analysis, balance sheet assessments, and quarterly projections. Additionally, they will prepare internal and external reports and presentations to effectively communicate research findings, news events, and investment ideas derived from security analyses. The associate will collaborate closely with Senior Research Analysts to define and document objectives and approaches for specific research projects. This position requires a proactive approach to identifying and formulating new investment ideas within targeted industry groups to support the generation of new business activity. The role is designed for individuals who can manage multiple detailed tasks and assignments with critical deadlines while maintaining a big-picture perspective.