2027 Investment Banking Analyst I Health Care New York, NY
About The Position
The Investment Banking Analyst I will join a health care industry-focused team in New York. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to public and private stock issuances. The role covers all aspects of transaction processes, including drafting sessions, proposals, and due diligence meetings. Analysts work independently on broad, difficult assignments requiring originality and may lead multiple projects with significant scope and impact. Raymond James is a diversified financial services holding company providing services to individuals, corporations, and municipalities, including capital markets and asset management. The firm describes its culture as inclusive and diverse and emphasizes associate development through developmental programs, mentorship, and continuing education. The position's stated workstyle is Resident.
Requirements
- Bachelor’s degree in a related discipline is required, or an equivalent combination of experience, education, and/or training approved by Human Resources.
- Applicants must be legally authorized to work in the United States and must not require visa sponsorship now or in the future, including beyond OPT/EAD.
- Knowledge of fundamental investment banking concepts, practices, and procedures.
- Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
- Knowledge of financial markets and products.
- Effective oral and written communication skills.
- Analytical skills sufficient to assess and explain market events.
- Problem-solving skills.
- Ability to operate standard office equipment and use required software applications, including Microsoft Office and established databases.
- Ability to gather information, identify linkages and trends, and apply findings to reports.
- Ability to attend to detail while maintaining a big-picture orientation.
- Ability to remain mindful of workflow and regulatory compliance during high-volume activity.
- Ability to think independently in order to market ideas.
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Ability to establish and maintain effective working relationships at all levels of the organization.
- Ability to work independently and collaboratively within a team.
- Ability to assume responsibility and accountability for one's actions.
- Uncompromising adherence to ethical principles.
- Proactive approach and readiness to initiate action.
- Obtain the Securities Industry Essentials (SIE) examination, Series 63, Series 79, and Series 7 licenses within the timeframes communicated by Raymond James, where applicable.
Nice To Haves
- Internship experience in a related field is preferred.
Responsibilities
- Develop financial models to assess debt and equity financing alternatives for transactions.
- Perform valuation methodologies, including comparative company analysis and discounted cash flow analysis, on target companies.
- Provide input to equity offerings, valuations, private placements, and mergers and acquisitions advisories.
- Research, analyze, present, and document drafting elements of developing transactions.
- Develop client presentations.
- Follow current events in relevant industry groups and inform bankers about 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 assigned duties and responsibilities.
Benefits
- Medical, dental, and vision benefits may be available.
- Life insurance may be available.
- Critical illness and accident insurance may be available.
- Disability benefits may be available.
- Retirement savings may be available.
- Paid time off, including vacation, holidays, and sick leave, may be available.
- Parental leave may be available.
- Additional compensation may include cash or equity, discretionary bonuses, or commissions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
