Job Description Summary

Analyze and interpret equity-related data, do research and give advice on economic issues which impact on the business. Conduct research studies of existing and potential investments in selected areas and develop recommendations. Depending on the research approach, analysis may focus on an individual security, sector, or country. Identify and investigate pertinent factors influencing investment decisions. Quantify and interpret potential risks and rewards. Recommend acquiring, holding, or disposing of investments. Monitor designated investments to identify trends and conditions. Assist in the development of policy guidelines. Monitor the market for anomaly switches to take advantage of these.

Job Description

Responsibilities: Develop and/or deliver a plan for significant aspects of an economic research program, with guidance from senior colleagues. Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools. Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations. Contribute to developing business cases for research funding to quantify current costs, justify project investment, and identify the return on investment. Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others. Explore and develop a detailed understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization. Work within established knowledge management systems to deliver preset outcomes for an area of responsibility. Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Skills: Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Uses comprehensive knowledge and skills to act independently while guiding and training others on creating research specifications and related materials. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Uses comprehensive knowledge and skills to act independently while guiding and training others on supporting research schedules using appropriate analytical processes and procedures. Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on creating relevant, lucid and effective reports. Uses comprehensive knowledge and skills to act independently while guiding and training others on conducting research using appropriate methods, tools, processes and software. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.

Education

Bachelor’s: Accounting (Required), Bachelor’s: Applied Mathematics (Required), Bachelor’s: Business Administration (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.