Investment Research Analyst - Hybrid - San Diego Only

Raymond James • San Diego, CA

12d • $100,000 - $115,000 • Hybrid

About The Position

Using a combination of quantitative modelling and qualitative research, assist with the management of US 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

• Python, SQL, and SAS
• Financial databases/tools such as Bloomberg, Factset, IBES, Worldscope, and QADirect.
• Advanced concepts, practices and procedures of non-US and Global equity investing.
• Building models and tools to support investment process, especially for US equities.
• Utilizing portfolio construction tools such as Axioma or Barra.
• Doing in-depth company and/or industry analysis.
• Preparing and delivering clear, effective, and professional presentations.
• Using software applications to produce documents such as reports and spreadsheets.
• Multi-task and work collaboratively in a fast-paced, team-oriented environment
• Identify relationships, draw logical conclusions and interpret results for use in decision-making.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise.
• Establish and maintain effective working relationships at all levels of the organization.
• Be proactive and demonstrate readiness and ability to initiate action.
• Project positive, professional image both internal and with external business contacts.
• Implement changes to standard procedures when required by specific situations and circumstances.
• Bachelors Degree (Masters or higher preferred) in a quantitative or financial discipline, and two to three (2-3) years of experience in the investment industry preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees