Investment Analyst I

Raymond James is a financial services firm seeking an Investment Analyst I to support the Investment Strategy Group. The role involves developing investment recommendations, creating research materials, and coordinating with marketing and compliance to enhance the delivery of investment strategies to clients.

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

Skills

• Bachelor's Degree (B.A.) and a minimum of one (1) year of experience in the financial services industry
• 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
• Knowledge of research tools such as FactSet and Bloomberg
• Knowledge of graphic design tools such as InDesign and Photoshop
• Knowledge of social media outlets such as LinkedIn, Twitter, Facebook, YouTube, etc
• Knowledge of company's working structure, policies, mission, strategies, and compliance guidelines
• Knowledge of economic and accounting principles and practices, the financial markets, and the overall investment industry
• Knowledge of Microsoft Office
• Strong work ethic, commitment to deadlines and strong attention to details
• Skill in 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
• Skill in preparing clear, effective and professional presentations
• Ability to identify 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
• Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Ability to be self-motivated and successful in creating individualistic research
• Ability to articulate reasons behind decisions
• Ability to keep all appropriate parties up-to-date on decisions, changes, and other relevant information
• Ability to identify problems, gather facts, and develop solutions
• Bachelor's: Business Administration
• Bachelor's: Economics
• Bachelor's: Finance
• General Experience - 13 months to 3 years
• Certifications: Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Benefits

• Travel Less than 25%
• Workstyle Hybrid

Company Overview

Company H1B Sponsorship