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Entry Level Equity Research Analyst Jobs in Boca Raton, FL

WGI Inc

Executive Analyst

West Palm Beach, FL · On-site

Support the research and preparation for Board meetings and meeting follow up actions. * Coordinate ... Prior experience in investment banking, private equity, corporate development, consulting ...

WGI

Executive Analyst

West Palm Beach, FL · On-site

Support the research and preparation for Board meetings and meeting follow up actions. * Coordinate ... Prior experience in investment banking, private equity, corporate development, consulting ...

WGI

Executive Analyst

West Palm Beach, FL · On-site

Support the research and preparation for Board meetings and meeting follow up actions. * Coordinate ... Prior experience in investment banking, private equity, corporate development, consulting ...

Nextiny

Entry Level Digital Marketer

Lake Worth, FL · On-site

We are looking for an entry-level Digital Marketer to join our team. No prior marketing experience ... Analytics, and social media tools. * Conduct keyword research, optimize website content, and assist ...

Nextiny

Entry Level Digital Marketer

Boca Raton, FL · On-site

We are looking for an entry-level Digital Marketer to join our team. No prior marketing experience ... Analytics, and social media tools. * Conduct keyword research, optimize website content, and assist ...

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Showing results 21-40

All JobsEquity Research Analyst JobsEntry Level Equity Research Analyst JobsEntry Level Equity Research Analyst Jobs in Boca Raton, FL

Entry Level Equity Research Analyst information

See Boca Raton, FL salary details

$47.4K

$95.5K

$143.3K

How much do entry level equity research analyst jobs pay per year?

As of Aug 20, 2026, the average yearly pay for entry level equity research analyst in Boca Raton, FL is $95,466.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $125,700.00 per year, depending on experience, location, and employer.

What is an entry level equity research analyst?

Entry Level Equity Research Analysts are professionals who support senior analysts in evaluating stocks, companies, and industries to help investors make informed decisions. They typically gather and analyze financial data, create financial models, and assist in writing research reports. This role is often considered a starting point for a career in finance and investment analysis, offering exposure to financial markets, valuation techniques, and industry trends. Analysts in this role develop critical skills in quantitative analysis, research, and communication while working under the guidance of experienced professionals.

What does an entry level equity research analyst do?

As an entry-level equity research analyst, you work under the guidance of a senior equity research analyst to provide analysis and recommendations on investment opportunities for a company. Your duties are to research an industry, review financial results from historical data, analyze accounting models, produce reports, forecast new valuations, and provide feedback and guidance on investment decisions. You can pursue an entry-level equity research analyst position on the buy side or the sell side and focus on a specialized area including technology or finances. An entry-level equity research analyst may work for an investment bank, an institution firm, an independent organization, or an individual client.

What are the key skills and qualifications needed to thrive as an entry level equity research analyst?

To thrive as an Entry Level Equity Research Analyst, you need strong analytical skills, financial modeling abilities, and a background in finance, economics, or a related field, often with a relevant bachelor's degree. Familiarity with tools like Excel, Bloomberg Terminal, and financial databases, as well as certifications such as CFA Level I, are commonly expected. Attention to detail, critical thinking, and effective communication are standout soft skills for distilling complex data and presenting insights. These skills are crucial for producing accurate research reports and supporting sound investment decisions in a competitive financial environment.

What are the typical daily responsibilities of an entry level equity research analyst and how do they contribute to the team's overall objectives?

As an Entry Level Equity Research Analyst, your daily responsibilities typically include gathering and analyzing financial data, building and updating financial models, monitoring news and industry trends, and preparing research reports or presentations for senior analysts. You’ll often assist with earnings season preparations and help respond to client inquiries. Your work supports the team by providing critical insights and up-to-date information, which informs investment recommendations and helps maintain the quality and accuracy of the team's research output.

What is the difference between Entry Level Equity Research Analyst vs Financial Analyst?

AspectEntry Level Equity Research AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; some certifications like CFA Level I beneficialBachelor's degree in finance, accounting, or related; CFA Level I often preferred
Work EnvironmentResearch-focused, often in investment firms or banks, analyzing stocks and sectorsCorporate or investment settings, analyzing financial data, budgets, and forecasts
Employer & Industry UsageUsed mainly in investment banking, asset management, and equity research firmsCommon across corporations, banks, and consulting firms in finance roles

While both roles require finance knowledge and similar credentials, the Entry Level Equity Research Analyst primarily focuses on analyzing stocks and sectors for investment purposes, whereas the Financial Analyst often works on broader financial planning, budgeting, and corporate analysis. The roles overlap in skills but differ in their specific focus and work environment.

How much does an entry level equity research analyst make?

Entry level equity research analysts typically earn between $60,000 and $80,000 annually, depending on the location, firm size, and individual qualifications. Starting salaries may also include bonuses and benefits, and proficiency in financial modeling and industry analysis can influence compensation.

Is it hard to get a job in entry level equity research analyst?

Entry level equity research analyst positions can be competitive, often requiring a strong academic background in finance, economics, or related fields, along with relevant internships or certifications like the CFA Level I. Success depends on skills such as financial modeling, data analysis, and understanding of markets, as well as networking and applying to multiple opportunities.
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Infographic showing various Entry Level Equity Research Analyst job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% Internship, 1% As Needed, 82% Full Time, 14% Part Time, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $95,466 per year, or $45.9 per hour.

Financial Analyst

Insurance Office of America

Fort Lauderdale, FL

$65K - $85K/yr

Full-time

Medical, Retirement

Re-posted 3 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

56th of 310 rated insurance

Job description

Description

Job Description:

Title: Financial Analyst 

Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel. 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 

About the Role: Responsible for analyzing and reporting on producer-level financial and operational performance, including revenue, production credit, and business activity metrics. This role supports data-driven decision-making by developing reporting tools, dashboards, and analytics that provide visibility into key performance indicators. The Financial Analyst partners with internal stakeholders to deliver accurate insights, improve reporting capabilities, and support strategic initiatives related to producer performance and equity programs. 
 

Key Responsibilities: 

  • Producer Performance Reporting: Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity. 

  • Equity Program Tracking: Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations. 

  • Earn-Out Reporting: Track and analyze individual producer performance related to earn-out structures and payout triggers. 

  • Ramp Performance Analysis: Monitor and report on performance of ramping producers, identifying trends and variances against expectations. 

  • KPI & Metrics Reporting: Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes. 

  • Dashboard Development: Partner with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance. 

  • Financial Analysis & Insights: Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives. 

  • Forecasting Support: Assist with cash flow forecasting related to producer equity programs and compensation structures. 

  • Capital & Program Analysis: Support analysis of cap table implications and financial impacts associated with producer equity programs. 

  • Professional Development: Continuously improve professional skills by participating in internal/external development opportunities. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred 

  • 2+ years of financial analysis or data analytics experience 

  • Advanced proficiency in Microsoft Excel 

  • Experience with reporting and analytics platforms (Power BI preferred) 

  • Strong analytical, research, and problem-solving skills 

  • Excellent organizational and prioritization skills with ability to manage multiple priorities 

  • Outstanding verbal and written communication skills 

  • Ability to work independently with high accuracy and attention to detail 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $65,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Summary

The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics.·         Track and report on monthly producer gross revenue, new business, and lost business.·         Reporting and tracking of producer performance as it relates to the various producer equity programs ensuring proper production credit for any deviations from standard process.·         Report and track individual producer performance as it relates to the earn out.·         Track and report on monthly performance of ramping producers.·         Track and report on organizational KPI and metrics related to producer performance.·         Liaison with Data Analytics team to develop and maintain end-user dashboards within Power BI to provide on-demand viewing of producer metrics.·         Assist with cash flow forecasting as it relates to the various producer equity programs.·         Assist with cap table implications related to the producer equity programs.

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