Business Analyst, Equity Research

Job Summary

Under direction of the Director of Equity Research, with a high level of autonomy, the Business Analyst works closely with senior management to support strategic and operational department objectives. Tracks, measures, analyzes and presents key performance indicators (KPIs). Supports the business by translating data into information that can be used to drive useful insights, competitive intelligence and improved business decisions. Under general direction, exercises latitude and judgment to achieve desired outcomes on a variety of tasks.

Essential Duties and Responsibilities

• Develop an understanding of business objectives and use data to create reports that support these objectives.

• Acquires data from primary or secondary data sources and maintains databases, spreadsheets and data systems.

• Compiles, interprets and analyzes results, sometimes using statistical techniques.

• Develop and iterate on department presentations that highlight strategy and business performance.

• Partners with other departments, senior management, and/or external parties to leverage business opportunities and to address any conflicts or issues.

• Provides reports to senior management.

• Support resource and technology initiative

• Provides comprehensive solutions to complex problems or needs.

• Locates and defines new process improvement opportunities.

• Maintains the confidentiality of company and client information.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities

Knowledge of

• Financial markets and product

• How Capital markets and brokerage businesses work

• Data models, data mining and segmentation technique

• Applicable compliance standards, policies and procedure

• Intermediate to advanced skills in Microsoft Excel required

• Experience using software packages for analyzing large datasets and Python coding a plu

• Intermediate PowerPoint skills required

Skill in

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadline

• Attention to detail in all areas of work product

• Analytical and data-driven abilitie

• Communicating effectively, both orally and in writing

• Problem solving skills and the ability to think independently

• Qualitative and quantitative analysis skills that provide capability to make recommendations and reach conclusion

• Operating standard office equipment and using required software applications to produce spreadsheets, presentations, reports, and electronic communication

• Developing processes and procedures for efficient and timely work flow

Ability to

• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusion

• Communicate effectively, both orally and in writing

• Clearly convey information and ideas through a variety of media to individuals or group

• Adapt to changing condition

• Prioritize workload in order to meet strict deadline

• Work independently as well as collaboratively within a team environment

• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise

• Develop and use collaborative relationships to facilitate the accomplishment of work goal

• Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationship

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor's Degree (B.A. or B.S.) in Finance, Accounting or Business and one (1) or two (2) years of experience in the financial industry.

• OR ~

• Any equivalent combination of education, experience and/or training as approved by Human Resources.

Licenses/Certifications

• None required.

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcome

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm