Associate – Equity Research

Raymond James

. Assist with company, industry, and market research projects supporting investment recommendations .

Posted 10/23/2026internshipRemote • New York • United StatesJuniorMid-Level💰 $33,280 - $60,840 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills in financial statement analysis and equity valuation methodologies, with proficiency in Microsoft Office tools for effective research and presentation. Capable of conducting comprehensive market research and collaborating with teams to support investment recommendations.

Highest-signal resume keywords

Financial Statement AnalysisEquity Valuation MethodologiesMarket ResearchMicrosoft Excel ProficiencyAnalytical Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisValuation AnalysisData GatheringTrend AnalysisResearch MethodologiesAccounting PrinciplesFinancial MetricsInvestment ResearchPresentation PreparationChart Creation

Soft Skills

Attention to DetailProfessionalismCollaborationTime ManagementIndependent Work

Tools & Technologies

Microsoft OfficeExcelWordPowerPoint

Industry Keywords

Investment RecommendationsMarket TrendsEconomic EventsEquity SecuritiesIndustry Developments

About the role

Key responsibilities & impact

Assist with company, industry, and market research projects supporting investment recommendations
Analyze financial statements and metrics to understand publicly traded companies
Support financial models for forecasting, valuation analysis, and investment research
Research market trends, industry developments, and economic events
Collaborate on reports, presentations, and other research materials
Apply accounting, finance, and equity valuation concepts to evaluate investment opportunities and communicate findings
Prepare Initiations of Coverage, earnings notes, and industry whitepapers
Work with multiple teams and maintain routine contact with senior analysts and research associates
Perform other assigned duties

Requirements

What you’ll need

Senior standing; May 2027 graduate
Pursuing a bachelor’s or master’s degree in finance, accounting, Economics, data analytics, or related field
Cumulative GPA of 3.5 or higher
Eligible to work legally in the US
Must not require visa sponsorship now or in the future, including beyond OPT/EAD
Knowledge of accounting, finance, and equity valuation methodologies
Knowledge of financial statement analysis and interpretation
Knowledge of financial markets, equity securities, and key market drivers
Proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint
Research, data gathering, and analytical problem-solving skills
Ability to analyze financial statements, identify trends, and explain key variances
Ability to conduct company, industry, and market research using available data sources and online research tools
Ability to prepare concise summaries of conference calls, research findings, and market developments
Ability to create charts, graphs, and presentation materials
Ability to manage multiple assignments, prioritize tasks, and meet deadlines
Ability to work independently while collaborating effectively with analysts, associates, and team members
Strong attention to detail and professionalism
Any equivalent combination of experience, education, and/or training approved by Human Resources

Benefits

Comp & perks

Medical, dental, and vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Remote work
No travel required