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Investment Banking Analyst I

2 months ago

Charlotte, North Carolina, United States Raymond James Financial Incorporated Full time
Raymond James Overview

As one of the leading independent financial services firms in the nation, we offer a platform for building a career that exceeds your aspirations.

Our mission is to deliver reliable guidance and customized, sophisticated strategies for both individuals and institutions. Raymond James Financial operates as a diversified holding company, with its headquarters located in St. Petersburg, FL.

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

At Raymond James, we are committed to leveraging diverse perspectives and fostering an inclusive workforce that reflects our dedication to our associates and future clients.

Our organization prioritizes the development and growth of our associates, offering numerous opportunities through developmental programs, mentorships, and ongoing educational options.

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.


Job Summary

As an Analyst, you will be entrusted with significant responsibilities as part of a dedicated industry or product-focused team.

Your role will involve crafting new business proposals, developing company forecasts and valuations, assessing merger and acquisition scenarios, and preparing documentation related to both 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 autonomously on complex assignments that are broad in scope, requiring creativity and innovation, with considerable latitude for independent actions or decisions.

You may also lead multiple projects that have substantial scope and impact.

Essential Duties and Responsibilities

  • Construct 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 critical insights for equity offerings, valuations, private placements, and mergers and acquisitions advisories.
  • Research, analyze, present, and document elements related to a developing transaction.
  • 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 the recruitment and training of new Analysts and Interns.
  • Manage group databases.
  • Perform additional duties and responsibilities as assigned.
Qualifications:

Knowledge, Skills, and Abilities

Knowledge of

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

Skill in

  • Effective communication, both verbal and written.
  • Analytical skills sufficient to interpret and explain market events.
  • Problem-solving abilities.
  • Proficiency in operating standard office equipment and utilizing required 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 broader perspective.
  • Remain aware of our commitment to daily 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 independently as well as collaboratively within a team setting.
  • Assume full responsibility and accountability for personal actions.
  • Demonstrate unwavering adherence to ethical principles.
  • Be proactive and show readiness and capability 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).
  • A Bachelor's Degree (B.A.) in a related field is required. Internship experience in a related area is preferred.
OR ~

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

Licenses/Certifications

  • No specific licenses required.
Location
- Charlotte, NC

Raymond James Guiding Behaviors


At Raymond James, our associates embody 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.

We expect our associates at all levels to:

  • Grow professionally and inspire others to do the same.
  • Work collaboratively to achieve desired outcomes.
  • Make timely, pragmatic decisions with the client in mind.
  • Take ownership and hold themselves and others accountable for delivering meaningful results.
  • Contribute to the ongoing evolution of the firm.