10,513 Financial Research jobs in the United States
Financial Analyst - Research Center
Posted 24 days ago
Job Viewed
Job Description
Equal Opportunity Employer:
Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics.
If you need assistance to complete your application due to a disability, please email Basic Qualifications:
- B.S. Degree in Business, Accounting, or Finance from an accredited institution.
- Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
- This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such items.
Preferred Qualifications
- Prior financial experience with manufacturing companies is preferred
- Advanced Excel and PowerPoint skills
- Experience with Deltek Costpoint project management software
- Ability to communicate clearly and concisely in both written and oral form
- Strong interpersonal and negotiation skills
- Self-starter
- Experience with querying databases
- Excellent analytical skills
- Experience with cost accounting
Key Responsibilities:
- Analysis of financial and operational results within both project accounting and manufacturing accounting systems
- Support administration of project accounting system
- Month-end closing and reporting, including, invoicing, labor reporting, account reconciliations and coordination of closing entries with other internal locations
- Inventory management and analysis, including updating standard costing
- Capital appropriation and Fixed Asset support
- Data extraction and report development
- Financial analysis and process development for special projects, as required
- Provide annual and quarterly data for corporate tax reporting
- Ad-hoc reporting and analysis as needed
- Completion of Howmet's Sarbanes-Oxley requirements for internal controls
Senior Analyst/Lead Analyst Fundamental Equities (Energy) Financial Research
Posted 12 days ago
Job Viewed
Job Description
We are looking for a resourceful candidate to join our Financial Research group based in India. Depending on the candidates location preference, the position is open for either of our Hyderabad or Gurugram offices in India. The role is a part of our Fundamental Equities team, which collaborates closely with front office groups to provide high-quality, in-depth research and analysis, supporting investment strategies and decision-making processes.
What youll do day-to-dayIn this role, you will be expected to take ownership of stocks under active coverage and build/maintain financial models, track news flows, summarize sell-side research views, cover earnings and other key catalyst events, and perform valuations-related analysis. You will also conduct in-depth benchmarking of valuation and operational metrics (versus peer group), as well as sensitivity and scenario analysis. The role requires close collaboration with front office groups to iterate on financial models and investment research. Additionally, you will attend management/intermediary/sector expert calls and develop industry sector expertise. In the long term, you will be expected to deliver high quality end-to-end equity research.
Who were looking for- A degree in finance or equivalent (MBA/CFA/CA), and between 3 to 7 years of experience in equity research
- Excellent verbal and written communication skills
- Experience in a sector-agnostic role, analyzing companies across diverse industries and geographies
Preferred qualifications:
- Prior experience covering the North American (NAM) energy sector
At theD.E.Shaw group, we believe the diversity of our employees is core to our strength and success. We are committed to supporting our people in work and in life, which is why we offer benefits such as a family planning and surrogacy program and a charitable gift match to all full-time employees.
Additionally, our staff-led affinity groups are pillars of our community, helping to celebrate diversity, promote leadership and development opportunities, and facilitate inclusive mentorship. Members and allies organize a wide range of educational and social programming, from expert talks to film festivals.
Candidates with relevant experience looking to restart their careers after a break are encouraged to apply for this position.
The members of the D.E.Shaw group do not discriminate in employment matters on the basis of race, color, religion, gender, gender identity, pregnancy, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, caregiver status, or any other category protected by law. We are committed to the principles of diversity, equity, and inclusion, and are eager to hear from individuals having a wide range of backgrounds and personal characteristics.
Candidates who are residents of California (any such candidate, a California Resident) should click here for our CCPA Recruitment Personal Information Privacy Notice.
The D.E.Shaw group may collect, use, hold, transfer, and process candidates' resumes and associated information (including personal information contained therein) for purposes reasonably related to their application, including without limitation: review and management of employment applications and supporting materials; administration and management of offers to and communication with candidates; and administration, management, and improvement of the recruiting operations of the D.E.Shaw group; and/or where reasonably required in connection with a proposed sale, spin-out, reorganization, or outsourcing of all or some of the business of the D.E.Shaw group. The D.E.Shaw group will not use such information for purposes unrelated to the foregoing, such as direct marketing of third-party products to candidates, without candidate consent. As used herein, the term "personal information" is meant to broadly describe information identifying or relating to a specific individual; it is intended to encompass "personal data," "sensitive personal data," and "personally identifiable information" and similar terms, as those terms are defined by law in the jurisdictions in which the D.E.Shaw group operates.
The D.E.Shaw group may transfer such personal information within and outside the country and jurisdiction of the locations where the D.E.Shaw group maintains offices, to other D.E.Shaw group affiliates, to government and regulatory authorities, and to third parties which provide or may provide support and/or services to the D. E. Shaw group and for the purposes set forth above. The persons who may have access to this personal information are other employees of the D.E.Shaw group, in connection with the performance of their duties of employment, and the other parties listed above, in connection with the business of the D.E.Shaw group. (Of course, candidates will be considered for employment opportunities only in those countries in which they express interest.)
The D.E.Shaw group will use reasonable care to maintain the confidentiality of personal information (including appropriate technical measures against unauthorized or unlawful processing and against accidental loss or destruction of, or damage to, such information) and will retain such data as required by applicable law or regulation. Candidates have the right to request access to, and correction of, their personal information in accordance with applicable law; any such request should be submitted to . Candidates who have submitted a resume to the D.E.Shaw group and do not wish to proceed with their applications should email . Personal information of candidates who have been the subject of background checks may have been transferred in accordance with applicable regulations, and any concerns with such transfers should be submitted to .
TheD.E.Shaw group may retain candidates information for prospective recruiting activities, including sourcing candidates for employment opportunities and for organizing events with prospective candidates, in accordance with our internal data retention procedures. Candidates who do not agree to such future use should email .
#J-18808-LjbffrResearch Financial Analyst
Posted today
Job Viewed
Job Description
Join to apply for the Research Financial Analyst role at University of California, San Francisco 3 days ago Be among the first 25 applicants Join to apply for the Research Financial Analyst role at University of California, San Francisco Job Summary The Research Financial Analyst (RFA) is responsible for providing analytical and financial support in contract and grant administration including post-award fund management and closeout activities for federal, state, local and private sponsors for the Pulmonary Division. The RFA will perform activities associated with forecasting, planning and managing of research portfolios by performing the following: administering and monitoring contract and grant awards, including compliance with regulations, terms and conditions; financial management and reporting; and subcontract administration. The RFA serves as the faculty’s single point of contact for research financial issues and ensures that faculty are provided with high quality, efficient, responsive, and responsible post-award research administration services. Pulmonary Full Time 85780BR Job Summary The Research Financial Analyst (RFA) is responsible for providing analytical and financial support in contract and grant administration including post-award fund management and closeout activities for federal, state, local and private sponsors for the Pulmonary Division. The RFA will perform activities associated with forecasting, planning and managing of research portfolios by performing the following: administering and monitoring contract and grant awards, including compliance with regulations, terms and conditions; financial management and reporting; and subcontract administration. The RFA serves as the faculty’s single point of contact for research financial issues and ensures that faculty are provided with high quality, efficient, responsive, and responsible post-award research administration services. The final salary and offer components are subject to additional approvals based on UC policy. Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement. The salary range for this position is $84,400 - $26,700 (Annual Rate). To learn more about the benefits of working at UCSF, including total compensation, please visit: Department Description The Department of Medicine (DOM), the largest department in the School of Medicine, has close to 600 full-time faculty leading top-notch research, clinical, and education programs. The Department has a decentralized organizational structure across four sites (Parnassus, ZSFG, VAMC and Mt. Zion) and 38 divisions. Authority and accountability for the Department rests with the Department Chair who heads the Parnassus and Mt. Zion sites, and also directs the Vice Chairs at the ZSFG and VAMC sites. The Pulmonary, Critical Care, Allergy and Sleep Medicine Division has a long history of providing outstanding clinical care, performing innovative research and training academic scientists and physicians. We currently have active, well-funded clinical, translational, and basic research programs in lung development, international lung health, pulmonary immunology, genetics of pulmonary and allergic diseases, lung transplantation, microbial pathogenesis, airway diseases, acute lung injury, pulmonary fibrosis, pulmonary malignancies, and pulmonary health disparities. Our large, NIH training grant has been continuously funded since 1966. Nearly a quarter of all academic pulmonologists in the United States have trained at UCSF. This combined unit includes: 7 outpatient clinics, 4 inpatient services, a pulmonary function diagnostic center, 15 independent wet labs, 4 independent research service cores, 6 independent clinical research units, one specialty destination program, and the Nina Ireland Program in Lung Health focusing on philanthropic activities. Required Qualifications Bachelor's degree in related area and 3+ years of progressively responsible related experience and/or equivalent experience/training. Ability to perform complex financial analysis and customized reporting. Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports. Maintains current knowledge of compliance regulations in all areas of research administration. Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles. Demonstrated knowledge of effective grant funding processes, procedures and techniques Strong writing skills in a variety of styles to draft persuasive text for a variety of audiences while ensuring adherence to funding sponsors’ guidelines. Ability to maintain independent judgment; strong organization and communication skills; and a customer service focus across broad and diverse subject areas. Preferred Qualifications Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment. Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc. Ability to manage significant volume of transactions. About UCSF The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world’s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells. Pride Values UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values. In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at diversity.ucsf.edu Join us to find a rewarding career contributing to improving healthcare worldwide. Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. Organization Campus Job Code and Payroll Title 006206 RSCH ADM 3 Job Category Financial, Professional (Non-Clinical) Bargaining Unit 99 - Policy-Covered (No Bargaining Unit) Employee Class Career Percentage 100% Location San Francisco, CA Campus Parnassus Heights (SF) Work Style Fully On-Site Shift Days Shift Length 8 Hours Additional Shift Details Monday - Friday; 8:00 AM - 5:00 PM Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Higher Education Referrals increase your chances of interviewing at University of California, San Francisco by 2x Sign in to set job alerts for “Financial Analyst” roles. 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Research Financial Analyst
Posted 8 days ago
Job Viewed
Job Description
The Research Financial Analyst (RFA) is responsible for providing analytical and financial support in contract and grant administration including post-award fund management and closeout activities for federal, state, local and private sponsors for the Pulmonary Division. The RFA will perform activities associated with forecasting, planning and managing of research portfolios by performing the following: administering and monitoring contract and grant awards, including compliance with regulations, terms and conditions; financial management and reporting; and subcontract administration. The RFA serves as the faculty's single point of contact for research financial issues and ensures that faculty are provided with high quality, efficient, responsive, and responsible post-award research administration services. NOTE: This is a flexible (hybrid) role. Onsite day(s) TBD.
The final salary and offer components are subject to additional approvals based on UC policy.
Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.
The salary range for this position is $84,400 - $126,700 (Annual Rate).
To learn more about the benefits of working at UCSF, including total compensation, please visit:
The Department of Medicine (DOM), the largest department in the School of Medicine, has close to 600 full-time faculty leading top-notch research, clinical, and education programs. The Department has a decentralized organizational structure across four sites (Parnassus, ZSFG, VAMC and Mt. Zion) and 38 divisions. Authority and accountability for the Department rests with the Department Chair who heads the Parnassus and Mt. Zion sites, and also directs the Vice Chairs at the ZSFG and VAMC sites.
The Pulmonary, Critical Care, Allergy and Sleep Medicine Division has a long history of providing outstanding clinical care, performing innovative research and training academic scientists and physicians. We currently have active, well-funded clinical, translational, and basic research programs in lung development, international lung health, pulmonary immunology, genetics of pulmonary and allergic diseases, lung transplantation, microbial pathogenesis, airway diseases, acute lung injury, pulmonary fibrosis, pulmonary malignancies, and pulmonary health disparities. Our large, NIH training grant has been continuously funded since 1966. Nearly a quarter of all academic pulmonologists in the United States have trained at UCSF. This combined unit includes: 7 outpatient clinics, 4 inpatient services, a pulmonary function diagnostic center, 15 independent wet labs, 4 independent research service cores, 6 independent clinical research units, one specialty destination program, and the Nina Ireland Program in Lung Health focusing on philanthropic activities.
Required Qualifications- Bachelor's degree in related area and 3+ years of progressively responsible related experience and/or equivalent experience/training.
- Ability to perform complex financial analysis and customized reporting.
- Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
- Maintains current knowledge of compliance regulations in all areas of research administration.
- Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles.
- Demonstrated knowledge of effective grant funding processes, procedures and techniques
- Strong writing skills in a variety of styles to draft persuasive text for a variety of audiences while ensuring adherence to funding sponsors' guidelines.
- Ability to maintain independent judgment; strong organization and communication skills; and a customer service focus across broad and diverse subject areas.
- Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment.
- Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc.
- Ability to manage significant volume of transactions.
The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world's leading experts in nearly every area of health.
UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence also known as our PRIDE values. In addition to our PRIDE values, UCSF is committed to equity both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at diversity.ucsf.edu Join us to find a rewarding career contributing to improving healthcare worldwide.
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
Job Code and Payroll Title: 006206 RSCH ADM 3
Job Category: Financial, Professional (Non-Clinical)
Bargaining Unit: 99 - Policy-Covered (No Bargaining Unit)
Employee Class: Career
Location: San Francisco, CA
Campus: Parnassus Heights (SF)
Work Style: Flexible
Shift: Days
Shift Length: 8 Hours
Additional Shift Details: Monday - Friday; 8:00 AM - 5:00 PM
Research Financial Analyst
Posted 11 days ago
Job Viewed
Job Description
Research Financial Analyst
Pulmonary
Full Time
85780BR
Job Summary
The Research Financial Analyst (RFA) is responsible for providing analytical and financial support in contract and grant administration including post-award fund management and closeout activities for federal, state, local and private sponsors for the Pulmonary Division. The RFA will perform activities associated with forecasting, planning and managing of research portfolios by performing the following: administering and monitoring contract and grant awards, including compliance with regulations, terms and conditions; financial management and reporting; and subcontract administration. The RFA serves as the faculty's single point of contact for research financial issues and ensures that faculty are provided with high quality, efficient, responsive, and responsible post-award research administration services.
The final salary and offer components are subject to additional approvals based on UC policy.
Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.
The salary range for this position is $84,400 - $126,700 (Annual Rate).
To learn more about the benefits of working at UCSF, including total compensation, please visit:
Department Description
The Department of Medicine (DOM), the largest department in the School of Medicine, has close to 600 full-time faculty leading top-notch research, clinical, and education programs. The Department has a decentralized organizational structure across four sites (Parnassus, ZSFG, VAMC and Mt. Zion) and 38 divisions. Authority and accountability for the Department rests with the Department Chair who heads the Parnassus and Mt. Zion sites, and also directs the Vice Chairs at the ZSFG and VAMC sites.
The Pulmonary, Critical Care, Allergy and Sleep Medicine Division has a long history of providing outstanding clinical care, performing innovative research and training academic scientists and physicians. We currently have active, well-funded clinical, translational, and basic research programs in lung development, international lung health, pulmonary immunology, genetics of pulmonary and allergic diseases, lung transplantation, microbial pathogenesis, airway diseases, acute lung injury, pulmonary fibrosis, pulmonary malignancies, and pulmonary health disparities. Our large, NIH training grant has been continuously funded since 1966. Nearly a quarter of all academic pulmonologists in the United States have trained at UCSF. This combined unit includes: 7 outpatient clinics, 4 inpatient services, a pulmonary function diagnostic center, 15 independent wet labs, 4 independent research service cores, 6 independent clinical research units, one specialty destination program, and the Nina Ireland Program in Lung Health focusing on philanthropic activities.
Required Qualifications
- Bachelor's degree in related area and 3+ years of progressively responsible related experience and/or equivalent experience/training.
- Ability to perform complex financial analysis and customized reporting.
- Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
- Maintains current knowledge of compliance regulations in all areas of research administration.
- Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles.
- Demonstrated knowledge of effective grant funding processes, procedures and techniques
- Strong writing skills in a variety of styles to draft persuasive text for a variety of audiences while ensuring adherence to funding sponsors' guidelines.
- Ability to maintain independent judgment; strong organization and communication skills; and a customer service focus across broad and diverse subject areas.
Preferred Qualifications
- Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment.
- Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc.
- Ability to manage significant volume of transactions.
About UCSF
The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world's leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.
Pride Values
UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence - also known as our PRIDE values.
In addition to our PRIDE values, UCSF is committed to equity - both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at diversity.ucsf.edu
Join us to find a rewarding career contributing to improving healthcare worldwide.
Equal Employment Opportunity
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
Organization
Campus
Job Code and Payroll Title
006206 RSCH ADM 3
Job Category
Financial, Professional (Non-Clinical)
Bargaining Unit
99 - Policy-Covered (No Bargaining Unit)
Employee Class
Career
Percentage
100%
Location
San Francisco, CA
Campus
Parnassus Heights (SF)
Work Style
Fully On-Site
Shift
Days
Shift Length
8 Hours
Additional Shift Details
Monday - Friday; 8:00 AM - 5:00 PM
#J-18808-LjbffrJunior Analyst - Financial Services Research
Posted 3 days ago
Job Viewed
Job Description
Key Responsibilities:
- Assist senior analysts in conducting in-depth research on various financial markets, industries, and companies.
- Gather, compile, and analyze financial data from multiple sources, including company reports, market databases, and industry publications.
- Develop financial models and forecasts to support investment recommendations and strategic planning.
- Prepare clear and concise research reports, presentations, and data visualizations for internal and external stakeholders.
- Monitor market trends, economic indicators, and competitor activities, identifying potential opportunities and risks.
- Contribute to the development of new analytical tools and methodologies.
- Support the team in various ad-hoc research projects and data requests.
- Gain exposure to different areas of financial services, including investment banking, asset management, and private equity.
- Collaborate with team members on data collection, validation, and report generation.
- Ensure accuracy and integrity of all data and research outputs.
- Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business, or a related quantitative field.
- Strong academic record with a solid understanding of financial principles and accounting.
- Proficiency in Microsoft Excel, including advanced functions like pivot tables, VLOOKUP, and charting.
- Familiarity with financial databases (e.g., Bloomberg, Refinitiv Eikon, FactSet) is a plus.
- Excellent analytical, quantitative, and problem-solving skills.
- Strong attention to detail and commitment to accuracy.
- Effective written and verbal communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Eagerness to learn and a proactive approach to tasks.
- Prior internship experience in finance or a related field is beneficial.
Graduate Analyst - Financial Markets Research
Posted 3 days ago
Job Viewed
Job Description
Be The First To Know
About the latest Financial research Jobs in United States !
Equity Research Associate- Banks
Posted 2 days ago
Job Viewed
Job Description
Under general supervision of a Senior Equity Analyst, analyze and interpret equity-related data, conduct research and provide opinion on issues which may impact an investment decision. Conduct research studies of existing and potential investments in selected sectors and develop investment theses. Analysis may focus on an individual security, sector, or theme. 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. The ideal candidate is client-service oriented, detail-oriented, and one who thrives in a team-driven and fast-paced environment.
Responsibilities:
+ Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools.
+ Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
+ Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, an investment recommendation.
+ Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
+ Develop own capabilities by participating in assessment and development 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.
Skills:
+ Works with general supervision on analyzing data trends for use in reports to help guide decision making.
+ Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations.
+ Communicates with internal and external clients in a clear, concise and compelling manner.
+ Creates relevant, lucid and effective investment reports.
+ Sufficient understanding of accounting and financial statement analysis.
+ 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.
+ Data analytics/coding skills preferred.
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain after your first year.
2026 Equity Research Associate
Posted 2 days ago
Job Viewed
Job Description
**One of the largest independent financial services firms in the country could be** **the** **place you build a career beyond your expectations.**
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
**Job Summary**
Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to support Equity Analyst in preparing industry and company research by collecting, organizing, and analyzing data, writing investment-related research reports, and creating/maintaining financial models. Responsible for assembling and analyzing data on select growth companies. Help to identify and formulate new investment ideas in targeted industry groups to support the generation of new business activity. The ideal candidate is client-service oriented, detail-oriented, and can thrive in a team-driven and fast-paced environment.
**Essential Duties and Responsibilities**
- Develops expertise on industry and related companies in order to assess the relevance of news and other data.
- Performs quantitative and qualitative analysis of macroeconomic variables that impact assigned industry.
- Maintains databases and spreadsheets pertaining to their industry and related companies.
- Develops financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
- Prepares internal and external written reports and presentations to communicate research findings, news events, and investment ideas resulting from security analyses.
- Works with Senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies
- Performs other duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
**Knowledge of**
- Company's working structure, policies, mission, and strategies.
- Advanced concepts, practices, and procedures of Equity Research.
- Principles of banking and finance and securities industry operations.
- Financial markets and products.
**Skill in**
- Identifying relationships, drawing logical conclusions, interpreting results, and communicating findings both orally and in writing.
- Quantitative and analytical analysis sufficient to assist in the development of corporate financial projections and equity valuation metrics.
- Using technical/professional knowledge, interpersonal and sales skills to obtain customers' commitment to ideas, services, or products.
- Accounting and financial statement analysis.
- Building accurate computer-generated financial models.
- Microsoft Office suite, with an intermediate/advanced knowledge of Excel
- Data analytics/Coding skills strongly preferred
**Ability to**
- Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment.
- Use appropriate interpersonal styles and communicate effectively, both verbally and in writing with all organizational levels.
- Attend to detail while maintaining a big picture orientation.
- Interpret and apply policies and identify and recommend changes as appropriate.
- Work independently as well as collaboratively within a team environment.
- Establish and maintain effective working relationships at all levels of the organization; including negotiating resources.
- Project a positive, professional image both internal and with external business contacts.
- Convey information clearly and effectively through both formal and informal documents.
**Educational/** **Previous** **Experience Requirements**
- Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD)
- Bachelor's Degree (B.S.) in business-related or data analytics field.
- Demonstrated interest in the financial markets
OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
- SIE required provided that an exemption or grandfathering cannot be applied, or the ability to obtain within three (3) months of hire.
- FINRA Series 86/87 licenses or the ability to obtain within one (1) year of hire.
- FINRA Series 63 may be required, depending on domicile
Equity Research Associate III
Posted 4 days ago
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Job Description
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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
- Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
- Create and publish proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
- Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
- Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
- Conduct independent industry assessments and company-specific research reports.
- Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
- Work closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
- Conduct research at several levels: macro, industry and individual companies
- Build models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
- Conduct financial and valuation analyses.
- Formulate investment ideas.
- Write draft research commentary.
- Work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
- Maintain active dialog with representatives of covered companies.
- Work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
Requirements
- Must have Bachelor's degree in Finance, Economics, or related field plus 5 years of progressive experience in finance and/or investment banking positions performing/utilizing the following:
o Financial and accounting concepts to facilitate the creation of in-depth financial models and reports
o Developing technical analyses on the banking industry and economic outlook for using Platforms including: S&P Global Market Intelligence, Bloomberg, Moody's, FactSet, Visible Alpha, Experian, Mortgage Bankers Association, and Inside Mortgage Finance, and CoStar
o Creating different types of financial models including: DDM, DCF, M&A (with full purchase accounting and other deal impacts), and sum-of-the-parts
o Utilizing Federal Reserve and industry databases including H8 (commercial banks assets and liabilities), G19 (consumer credit), Z1 (Fed flow funds), FRED, Fannie Mae, and Freddie Mac
o Application of financial and regulatory concepts including Basel III, CET1, RWA, TLAC, SLR, CECL, fair value and credit marks
o Strong understanding of the regulatory environment and key institutions including the FDIC, OCC, the Federal Reserve, FFIEC, and the NCUA and the implications they have on the operating environment for banks
o Various interest rates and yields and their applications in models and research content, including Fed Funds rates, Fed Funds futures, SOFR, Treasury yields, IG / Non-IG credit spreads, mortgage spreads, MBS spreads, and 2-10 spreads
- In the alternative, employer will accept an MBA or Master's degree in Finance, Economics, or related field plus 3 years of experience in finance and/or investment banking positions performing/utilizing the aforementioned.
- Must have passed at least 1 of the following exams: SIE; 7 Top Off (or Series 7 if licensed prior to 2019); Series 63; Series 87; or Series 86 or FINRA waiver for those w/ completed CFA II license).
- The annual base salary for this position: $180,000 - 195,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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