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Investment Banking Analyst

2 months ago

Orlando, Florida, United States Raymond James Full time
Job Title: Investment Banking Analyst I - Consumer Group

Company Overview:

Raymond James is recognized as one of the leading independent financial services firms in the nation, offering a platform for career growth that exceeds expectations.

Our mission is to deliver reliable advice and customized, sophisticated strategies tailored for both individuals and institutions. Headquartered in St. Petersburg, FL, Raymond James operates as a diversified holding company.

We provide a wide range of financial services to individuals, corporations, and municipalities through our subsidiary companies, which focus primarily on investment and financial planning, capital markets, and asset management.

At Raymond James, we are committed to fostering an inclusive and diverse workforce that mirrors our dedication to our associates and future clients. We prioritize the development and growth of our associates by offering various developmental programs, mentorship opportunities, and continuing education.

We aim to create an environment where everyone feels welcomed, valued, respected, and heard, allowing you to leverage your unique talents for the benefit of clients, your career, our firm, and our communities.

Raymond James is an equal opportunity employer, making all employment decisions based on merit and business needs.


Position Summary:
As an Analyst, you will assume significant responsibilities as part of a dedicated industry or product-focused team.

Your role will involve formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documentation related to public and private stock issuances.

You will engage in all facets of the transaction process, including participation in drafting sessions, new business proposals, and due diligence meetings.

Analysts are expected to work independently on complex assignments that require creativity and innovation, with considerable latitude for un-reviewed actions or decisions. You may also lead multiple projects that have substantial scope and impact.


Key Responsibilities:
  • Develop financial models to evaluate debt and equity financing options for transactions.
  • Conduct valuation methodologies, including comparative company analysis and discounted cash flow analysis on target firms.
  • Provide critical insights for equity offerings, valuations, private placements, and advisory services for mergers and acquisitions.
  • Research, analyze, present, and document elements of developing transactions.
  • Create client presentations.
  • Stay informed about current events in relevant industry sectors to keep Bankers updated on critical issues affecting current and prospective clients.
  • Maintain files related to active and prospective transactions.
  • Assist in recruiting and training new Analysts and Interns.
  • Manage group databases.
  • Perform additional duties as assigned.

Qualifications:
Knowledge, Skills, and Abilities:
  • Understanding of fundamental concepts, practices, and procedures in Investment Banking.
  • Knowledge of basic investment concepts, practices, and procedures utilized in the securities industry.
  • Familiarity with financial markets and products.
Skills:
  • Effective communication skills, both verbal and written.
  • Analytical abilities to assess and interpret market events.
  • Problem-solving capabilities.
  • Proficiency in operating standard office equipment and utilizing necessary software applications, including Microsoft Office and established databases.
Abilities:
  • Gather information, identify trends, and apply findings to reports.
  • Maintain attention to detail while keeping a broader perspective.
  • Stay aware of our commitment to workflow and regulatory compliance during high-volume activities.
  • Think independently to market ideas.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced environment.
  • Establish and maintain effective working relationships at all organizational levels.
  • Work autonomously as well as collaboratively within a team.
  • Assume full responsibility and accountability for personal actions.
  • Demonstrate unwavering adherence to ethical principles.
  • Be proactive and ready to initiate action.
Educational Requirements:
  • Applicants must be legally authorized to work in the US without requiring visa sponsorship now or in the future.
  • A Bachelor's Degree (B.A.) in a related field is required. Internship experience in a relevant area is preferred.
  • Alternatively, any equivalent combination of experience, education, and/or training as approved by Human Resources.

Location: Multiple Locations
Raymond James Guiding Principles:

At Raymond James, our associates embody five guiding principles (Develop, Collaborate, Decide, Deliver, Improve) to uphold the firm's core values of client-first, integrity, independence, and a conservative, long-term perspective.


Expectations:
  • Grow professionally and inspire others.
  • Collaborate effectively to achieve desired outcomes.
  • Make timely, pragmatic decisions with the client in mind.
  • Take ownership and hold oneself and others accountable for impactful results.
  • Contribute to the ongoing evolution of the firm.

At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all our associates. When associates present their authentic selves, our organization, clients, and communities flourish.

The Company is an equal opportunity employer, making all employment decisions based on merit and business needs.