Associate – Equity Research

🔥 1 minute ago

🗽 New York – Remote

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💵 $33.3k - $60.8k / year

👨‍🎓 Internship

🟢 Junior

🟡 Mid-level

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Logo of Raymond James

Raymond James

10,000+ employees

Founded 1962

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $1.5G Post IPO debt on 2025-10

Insurance • Consulting • Finance

Raymond James is a diversified financial services firm that provides wealth management, investment banking, asset management, banking and trust, insurance, and capital markets services to individual, institutional and corporate clients. Founded in 1962, the firm offers advisory and brokerage services, fixed income and equity research, retirement and estate planning, private capital and public finance solutions, and banking products through subsidiaries such as Raymond James Bank. Raymond James emphasizes an advisor-centric, client-focused model and serves retail investors, high-net-worth clients, and institutional partners across a broad range of financial needs.

📋 Description

• Assist with company, industry, and market research projects supporting investment recommendations • Analyze financial statements and metrics to understand publicly traded companies • Support financial models for forecasting, valuation analysis, and investment research • Research market trends, industry developments, and economic events • Collaborate on reports, presentations, and other research materials • Apply accounting, finance, and equity valuation concepts to evaluate investment opportunities and communicate findings • Prepare Initiations of Coverage, earnings notes, and industry whitepapers • Work with multiple teams and maintain routine contact with senior analysts and research associates • Perform other assigned duties

🎯 Requirements

• Senior standing; May 2027 graduate • Pursuing a bachelor’s or master’s degree in finance, accounting, Economics, data analytics, or related field • Cumulative GPA of 3.5 or higher • Eligible to work legally in the US • Must not require visa sponsorship now or in the future, including beyond OPT/EAD • Knowledge of accounting, finance, and equity valuation methodologies • Knowledge of financial statement analysis and interpretation • Knowledge of financial markets, equity securities, and key market drivers • Proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint • Research, data gathering, and analytical problem-solving skills • Ability to analyze financial statements, identify trends, and explain key variances • Ability to conduct company, industry, and market research using available data sources and online research tools • Ability to prepare concise summaries of conference calls, research findings, and market developments • Ability to create charts, graphs, and presentation materials • Ability to manage multiple assignments, prioritize tasks, and meet deadlines • Ability to work independently while collaborating effectively with analysts, associates, and team members • Strong attention to detail and professionalism • Any equivalent combination of experience, education, and/or training approved by Human Resources

🏖️ Benefits

• Medical, dental, and vision insurance • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Remote work • No travel required

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