2027 Investment Banking Analyst I Technology & Services McLean, VA

Raymond James & Associates•Mc Lean, VA

1d•Onsite

About The Position

Raymond James is seeking an Investment Banking Analyst I to join their Technology & Services team in McLean, VA. This role offers the opportunity to build a career beyond expectations within one of the largest independent financial services firms. The firm focuses on providing trusted advice and tailored strategies for individuals and institutions. Raymond James Financial is a diversified holding company committed to building an inclusive and diverse workforce, valuing associate development through programs, mentorships, and continuing education. They aim to create an environment where everyone feels welcomed, valued, respected, and heard, allowing associates to contribute their unique talents.

Requirements

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).
Fundamental concepts, practices and procedures of Investment Banking.
Fundamental investment concepts, practices and procedures used in the securities industry.
Financial markets and products.
Communicating effectively, both orally and in writing.
Analytical skills sufficient to assess and explain events in the market.
Problem solving.
Operating standard office equipment's and using required software applications, including Microsoft Office and established databases.
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.

Nice To Haves

Internship experience in a related field preferred.
Securities Industry Essentials (SIE) examination
Series 63
Series 79
Series 7

Responsibilities

Formulate new business proposals.
Develop company forecasts and valuations.
Evaluate merger and acquisition scenarios.
Prepare documents related to the public and private issuance of stock.
Work on every aspect of the transaction process, including participating in drafting sessions, new business proposals, and due diligence meetings.
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, and 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 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.