Job Description
Raymond James is a financial services firm seeking an Investment Analyst I to join their Investment Strategy Group. The role involves developing investment recommendations, creating research materials, and supporting the CIO and Investment Strategy Committee in various initiatives. 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 OR Any equivalent combination of experience, education, and/or training as approved by Human Resources 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 the 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 Strong communication skill set, particularly intrapersonal communication 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) Company Overview Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors. It was founded in 1962, and is headquartered in Atlanta, Georgia, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Raymond James has a track record of offering H1B sponsorships, with 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.