Equity Analyst, Clark Capital

Job Description Summary

Analyze and interpret economic data, do research and give advice on economic issues which impact on the business. Conduct research studies of existing and potential investments in selected areas and develop recommendations. Depending on the research approach, analysis may focus on an individual security, sector, or country. 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. Assist in the development of policy guidelines. Monitor the market for anomaly switches to take advantage of these.

Job Description

Clark Capital is seeking a motivated individual with deep knowledge and proven expertise directly related to equity investing. The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.

• Minimum of three years of experience, CFA preferred
• Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
• Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
• Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
• Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
• Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
• Keep abreast of industry and academic research and identify new research ideas

• Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm’s investment philosophy and process
• Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
• Work closely with portfolio managers in shaping and executing Clark’s Quantitative and Fundamental Equity Strategies

Competencies for Success:
• Ability to work independently and as part of a team
• Strong financial statement analysis, valuation, and modeling skills
• Bachelor’s degree in finance, business, economics, math, or business administration
• Bloomberg and or Factset proficiency
• Microsoft office proficiency
• Python, SQL and or programming proficiency a plus
• Strong work ethic, high integrity and aligned with the company’s core values
• Strong communication and interpersonal skills
• Exceptional quantitative, verbal, and written communication skills
• Ability to adapt to and learn new technologies

Education

Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

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 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 firm

At 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.