Investment Research Analyst - Hybrid - San Diego Only

Raymond James • San Diego, CA

82d • $100,000 - $115,000

About The Position

Under direct supervision, uses combination of quantitative modelling and qualitative research, assist with the management of non-US and Global equity strategies. The successful candidate will have opportunity for exposure to each facet of the investment process: stock selection, portfolio construction, and trading. They will also be responsible for researching improvements to these quantitative tools and qualitative processes. Lastly, this individual will also collaborate with other members of the investment team to assist with sales and/or client service efforts at the firm.

Requirements

• Bachelors Degree (Masters or higher preferred) in a quantitative or financial discipline.
• Two to three (2-3) years of experience in the investment industry preferred.
• Knowledge of Python, SQL, and SAS.
• Familiarity with financial databases/tools such as Bloomberg, Factset, IBES, Worldscope, and QADirect.
• Understanding of advanced concepts, practices and procedures of non-US and Global equity investing.

Nice To Haves

• Experience building models and tools to support investment process, especially for non-US equities.
• Experience utilizing portfolio construction tools such as Axioma or Barra.
• Experience doing in-depth company and/or industry analysis.
• Experience preparing and delivering clear, effective, and professional presentations.
• Experience using software applications to produce documents such as reports and spreadsheets.

Responsibilities

• Research, implement, utilize, and troubleshoot quantitative models and tools.
• Evaluate potential trades.
• Document rationale behind trade decisions.
• Monitor portfolios and global markets at a stock and thematic level.
• Write and/or proofread monthly or quarterly sales/market/client service materials.
• Assist other members of investment team in creating and checking trades.
• Perform other duties and responsibilities as assigned.

Benefits

• Development opportunities
• Networking groups
• Prioritizing diversity and inclusion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees