Equity Co-Op

Job Description Summary

Clark Capital Management Group is excited to offer a hands-on Internship opportunity within our Equity Portfolio Management team. This position provides an in-depth understanding of quantitative equity research and the equity management process. You will assist Portfolio Managers and Equity Analysts while gaining valuable skills in data analytics, financial research, and programming.

Job Description

Overview

The Intern will learn how fundamentally driven equity research is conducted, along with techniques in data analytics. Students will work on quantitative research tasks such as back testing, regression analysis, and factor analysis, acquiring a deeper understanding of investment strategies and financial modeling

• Manage and compile data from multiple sources, ensuring accuracy, quality, and timely daily processing.
• Update, generate, and distribute daily reports for the Equity team.
• Utilize investment tools like Bloomberg and FactSet to develop and refine investment screens and portfolio monitoring views.
• Collaborate with the team to maintain and improve existing tools using programming languages like Python.
• Automate workflows and develop new tools using Excel, VBA, SQL, Python, and Access.
• Assist in back testing and evaluating investment strategies using quantitative methods.
• Provide support in fundamental equity analysis, presentations, and portfolio reporting as needed.

Qualifications

• Strong analytical skills and an interest in quantitative finance and data analytics.
• Experience with financial data platforms (e.g., Bloomberg, FactSet) is a plus.
• Proficiency in SQL and Python or similar programming languages.
• Advanced Excel skills and experience with Microsoft Office.
• Quick learner with excellent teamwork and communication skills, thriving in a fast-paced environment.
• Desired Majors: Business Analytics, Programming, Data Science / Data Analytics, Finance, Mathematics, Statistics, Economics, Computer Science.
• Open to Juniors and Seniors.
• This position is onsite in Philadelphia, PA.

Education

High School (HS): Data Science, High School (HS): Economics, High School (HS): Statistics

Work Experience

General Experience - 4 to 6 months

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.