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Associate Equity Analyst Jobs in Florida (NOW HIRING)

Arrowroot Capital

Associate

Miami, FL · On-site

Detailed financial analysis and modeling * Assisting with legal documentation and post-closing ... Arrowroot Capital is a Miami-headquartered growth equity investor focused on majority and minority ...

Arrowroot Capital

Associate

Miami, FL · On-site

Detailed financial analysis and modeling * Assisting with legal documentation and post-closing ... Arrowroot Capital is a Miami-headquartered growth equity investor focused on majority and minority ...

Network Temp Inc

Investment Analyst

Saint Petersburg, FL · On-site

$40/hr

As an Investment Analyst/Associate at our client's corporate venture capital fund you will support ... Required Qualifications: * 2+ years of professional experience in a private equity firm (investment ...

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How much do associate equity analyst jobs pay per month?

As of Sep 2, 2026, the average monthly pay for associate equity analyst in Florida is $4,700.92, according to ZipRecruiter salary data. Most workers in this role earn between $4,266.67 and $5,016.67 per month, depending on experience, location, and employer.

What is an associate equity analyst?

Associate Equity Analysts are finance professionals who support senior analysts in researching and evaluating stocks and companies for investment purposes. They analyze financial statements, market trends, and industry data to help create investment recommendations and reports for institutional clients or portfolio managers. Their role also involves building financial models, attending company meetings, and staying updated on news that may impact stock prices. This position is often an entry-level role that provides a pathway to becoming a senior equity analyst.

What are the key skills and qualifications needed to thrive as an associate equity analyst?

To thrive as an Associate Equity Analyst, you need a solid understanding of financial modeling, accounting principles, and investment analysis, often supported by a degree in finance, economics, or a related field. Familiarity with data analysis tools like Excel, Bloomberg Terminal, and sometimes CFA certification are typically required. Strong attention to detail, analytical thinking, and effective communication help you stand out in this role. These skills are crucial for delivering accurate research, supporting investment decisions, and communicating insights to stakeholders.

What are some common challenges faced by associate equity analysts in their first year on the job?

New Associate Equity Analysts often encounter the challenge of managing large amounts of financial data under tight deadlines, especially during earnings seasons. Balancing research responsibilities—such as building and updating financial models—with preparing clear, actionable reports for senior analysts can be demanding. Additionally, adapting to the fast-paced environment and learning to prioritize tasks while collaborating closely with portfolio managers and traders is essential for success. Strong communication skills and a willingness to quickly absorb industry knowledge help overcome these initial hurdles.

What are the most commonly searched types of Equity Analyst jobs in Florida?

The most popular types of Equity Analyst jobs in Florida are:

What cities in Florida are hiring for Associate Equity Analyst jobs?

Cities in Florida with the most Associate Equity Analyst job openings:

Associate Equity Analyst jobs near you

Investment Portfolio Associate (Naples, FL)

Raymond James Financial, Inc.

Naples, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Job Description Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Job Description
Responsibilities
  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis ~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • Additional licenses or designations may be required as needed.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s6 - Investment Company Products/Variable Contracts Representative Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
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.
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