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2025 Financial Analyst

2 months ago

Charlotte, North Carolina, United States Raymond James Full time
Company Overview

Raymond James is one of the leading independent financial services firms in the United States, offering a platform for building a rewarding career.

Our mission revolves around delivering reliable advice and customized, sophisticated strategies 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 through our subsidiary companies, primarily focusing 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 clients. We prioritize associate development and growth by offering various developmental programs, mentorship opportunities, and continuing education.

We aim to create an environment where everyone feels welcomed, valued, respected, and heard, enabling you to contribute 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 hold significant responsibilities as part of a specialized 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.

Analysts are expected to engage in all aspects of the transaction process, including participation in drafting sessions, new business proposals, and due diligence meetings.

You will work independently on complex assignments that require creativity and innovation, allowing for considerable latitude in decision-making.

Additionally, Analysts may 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 such as precedent transaction analysis, comparable company analysis, and discounted cash flow analysis on target firms.
  • Provide insightful contributions to equity offerings, valuations, private placements, and advisory services for mergers and acquisitions.
  • Research, analyze, present, and document key 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.
Knowledge, Skills, and Abilities

Knowledge of:

  • Fundamental concepts, practices, and procedures in Investment Banking.
  • Basic investment concepts, practices, and procedures utilized in the securities industry.
  • Financial markets and products.

Skills in:

  • Effective communication, both verbal and written.
  • Analytical abilities to assess and explain market events.
  • Problem-solving capabilities.
  • Proficiency in operating standard office equipment and using essential software applications, including Microsoft Office and established databases.

Ability to:

  • Gather information, identify connections and trends, and apply findings to reports.
  • Pay attention to detail while maintaining a broad perspective.
  • Remain aware of our commitment to daily workflow and regulatory compliance during high-volume activities.
  • Think independently to market ideas effectively.
  • 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 setting.
  • Assume full responsibility and accountability for personal actions.
  • Exhibit unwavering adherence to ethical principles.
  • Be proactive and demonstrate readiness to initiate action.
Educational/Previous Experience Requirements

Education/Experience:

  • Eligible applicants must be legally authorized to work in the US and not require 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.

OR

  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

  • No specific licenses required.

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


Expectations for Associates:
  • Grow professionally and inspire others.
  • Collaborate effectively to achieve desired outcomes.
  • Make prompt, pragmatic decisions with the client in mind.
  • Take ownership and hold themselves and others accountable for meaningful results.
  • Contribute to the continuous evolution of the firm.