Investment Analyst II

Investment AnalystThis role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are essential to guiding our long-term investment forecasts and views across all asset classes. The incumbent will collaborate with the CIO, economists, and investment strategists to develop and message our multi-asset class views, strategic and tactical positioning, and will be responsible for communicating key investment insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics, asset allocation and will be expected to participate in presentations, conferences, and other client-related events.Essential Duties and ResponsibilitiesLead the design and refinement of strategic and tactical asset allocation models across multiple asset classesLead the development, refinement, and regular update of capital market assumptionsTranslate insights from CMAs and macroeconomic/market research into actionable tactical investment viewsDevelop commentary for advisor and client consumption that outlines our strategic and tactical viewsPrepare and deliver both oral and written strategic and tactical views to key internal and external stakeholdersDevelop, maintain, and enhance proprietary models for the economy (e.g., recessionary models), equities (valuation models) and fixed income (levels and spreads)Contributes regularly to the CIO Suite of publicationsServe as back-up to CIO/Investment Strategists in responding to CA/FA inquiriesKnowledge, Skills, and AbilitiesKnowledge ofExtensive knowledge of a wide range of asset classes that include equities (U.S., sectors, international, developed, and emerging markets), fixed income (sectors), commodities and alternatives.A deep understanding of global capital markets, their dynamics, and the interplay between different asset classesA foundational understanding of portfolio construction theoryResearch tools such as FactSet and BloombergOn-line research data providers (Fed, BLS, BEA)Company's working structure, policies, mission, strategies, and compliance guidelines.Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial dataExcel, PowerPoint, and WordSkill inThe ability to analyze macroeconomic factors and their impact on investments and asset allocation strategyStrong quantitative analysis and financial modeling skillsStrong work ethic, commitment to deadlines and strong attention to detailsOperating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databasesStrong communication skill set, particularly writingPreparing and delivering clear, effective, and professional presentationsIdentify the needs of customers through effective questioning and listening techniquesAbility toBuild databases, analyze data (including regression analysis), and communicate findingsMonitor the drivers of performance for each asset class ranging from equities to bonds to alternativesBe self-motivated and successful in creating individualistic researchOrganize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environmentArticulate reasons behind decisionsKeep all appropriate parties up to date on decisions, changes, and other relevant informationIdentify problems, gather facts, and develop solutionsEducational/Previous Experience RequirementsUndergraduate degree in Finance or Economics; CFA or MBA candidates a plus with 6-8 years of financial industry experienceAn equivalent combination of experience, education, and/or training as approved by Human ResourcesLicenses/CertificationsSIE required provided that an exemption or grandfathering cannot be appliedSeries 7 requiredAt 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 outcomes 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 firmAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.