2027 Private Capital Markets Summer Analyst, New York

Raymond James • New York, NY

2d • Onsite

About The Position

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 Description: Raymond James Private Capital Markets (PCM) is a dedicated group within the Firm’s Investment Banking division that advises leading private companies, financial sponsors, and institutional investors on customized capital solutions including minority equity recapitalizations, growth equity financings, structured and direct secondary transactions, and other bespoke private placements. Operating at the intersection of traditional M&A advisory and capital markets execution, PCM combines deep capital markets expertise with strategic advisory capabilities; we pride ourselves on delivering thoughtful, hands-on execution for complex, high-stakes transactions. The team maintains close relationships with a broad network of private / growth equity, venture capital, family office, and institutional investors, with transaction activity spanning key growth sectors such as technology / technology-enabled services, diversified industrials, healthcare, and consumer. We’re looking for entrepreneurial, self-directed individuals seeking to accelerate their professional development, broaden their exposure to private capital markets and contribute to the continued growth and evolution of a high-performing, strategically important team within the Firm’s Investment Banking platform. If you thrive in fast-paced environments, are energized by the opportunity to create, and want to help define how private capital is raised and deployed in the middle market, PCM offers a rare platform to do so – with the full resources and stability of Raymond James behind you.

Requirements

• Currently pursuing a Bachelor’s Degree with expected graduation date of Spring 2028 in a business or quantitative discipline (i.e., Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or a related field) from a top-tier institution.
• Strong academic performance (3.7+ GPA) with a demonstrated interest in investment banking or corporate finance.
• Foundational understanding of financial statements and accounting.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with financial databases (e.g., CapIQ, PitchBook) is a plus but not required.
• Strong attention to detail, analytical rigor, and organizational skills.
• Effective verbal and written communication skills, with the ability to work collaboratively in a team environment.
• Highly motivated, intellectually curious, and able to perform in a fast-paced, team-oriented environment.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Assist in the execution of private capital raises, including minority equity, structured equity, direct secondaries, and other bespoke solutions.
• Support deal teams throughout the transaction process, including diligence coordination, valuation support, financial modeling assistance, preparation of investor materials, and transaction execution activities.
• Help build and update detailed financial models, capitalization tables, returns analyses, and waterfall structures under the guidance of senior team members.
• Support investor outreach efforts by preparing materials, coordinating logistics, and assisting with investor communications as needed.
• Collaborating cross-functionally with sector coverage, M&A, and capital markets teams to deliver integrated client solutions.
• Assist with origination and business development initiatives through market research, idea generation, and pitch material development.
• Conduct research and analysis on private capital markets, alternative asset classes, and broader macroeconomic trends to support deal structuring and client advice.
• Demonstrate a strong work ethic, attention to detail, intellectual curiosity, and willingness to learn across all assignments.
• Perform other duties or projects as assigned.

What This Job Offers

• Career Level: Intern
• Number of Employees: 5,001-10,000 employees