Equity Analyst

Raymond James•Philadelphia, PA

1d•Hybrid

About The Position

Clark Capital is seeking a motivated individual with deep knowledge and proven expertise directly related to equity investing. The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.

Requirements

Minimum of three years of experience
Strong financial statement analysis, valuation, and modeling skills
Bachelor’s degree in finance, business, economics, math, or business administration
Bloomberg and or Factset proficiency
Microsoft office proficiency
Strong work ethic, high integrity and aligned with the company’s core values
Strong communication and interpersonal skills
Exceptional quantitative, verbal, and written communication skills
Ability to adapt to and learn new technologies
General Experience - 3 to 6 years

Nice To Haves

CFA preferred
Python, SQL and or programming proficiency a plus
Securities Industry Essentials Exam (FINRA)

Responsibilities

Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
Keep abreast of industry and academic research and identify new research ideas
Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm’s investment philosophy and process
Maintain database of investment models and recommendations and rationale for each.
Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
Work closely with portfolio managers in shaping and executing Clark’s Quantitative and Fundamental Equity Strategies