2025 Investment Banking Analyst I Financial Services Group Boston MA

4 weeks ago


Boston, United States Raymond James Full time

Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Job Summary Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public and private issuance of stock. Analysts are expected to work on every aspect of the transaction process, including participating in drafting sessions, new business proposals, and due diligence meetings. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact. Essential Duties and Responsibilities Develop financial models to assess debt and equity financing alternatives for transactions. Perform valuation methodologies comparative company analysis and discounted cash flow analysis on target companies. Provide valuable input to equity offerings, valuations, private placements, mergers, and acquisitions advisories. Research, analyze, present, and document drafting elements of a developing transaction. Develop client presentations. Follow current events in respective industry groups to keep Bankers informed about critical issues in the news that are relevant to current and prospective clients. Maintain files related to active and prospective deals. Assist with recruiting and training new Analysts and Interns. Maintain group databases. Perform other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities Knowledge of Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices, and procedures used in the securities industry. Financial markets and products. Skill in Communicating effectively, both orally and in writing. Analytical skills sufficient to assess and explain events in the market. Problem solving. Operating standard office equipment and using required software applications, including Microsoft Office and established databases. Ability to Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big picture orientation. Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. Think independently in order to market ideas. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Establish and maintain effective working relationships at all levels of the organization. Work independently as well as collaboratively within a team environment. Assume full responsibility and accountability for own actions. Demonstrate uncompromising adherence to ethical principles. Be proactive and demonstrate readiness and ability to initiate action. Educational/Previous Experience Requirements Education/Previous Experience Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Bachelor's Degree (B.A.) in a related discipline is required. Internship experience in a related field preferred. OR Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None required. Location - Boston, MA 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. #J-18808-Ljbffr



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