Investment Banking Analyst II/III – Private Credit Group (New York)

Raymond James • New York, NY

9d • $75,000 - $110,000 • Onsite

About The Position

The Investment Banking Private Credit Analyst II/III will play a key role in supporting the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This analyst position is ideal for candidates with prior investment banking or credit underwriting experience who are looking to deepen their expertise in private credit markets. The role involves financial modeling, credit analysis, deal execution, and investor engagement across a range of private debt instruments.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 1–3 years of relevant experience in investment banking, credit analysis, or private debt.
• Advanced proficiency in Excel, PowerPoint, and financial modeling.
• Strong understanding of credit metrics, and accounting principles.
• Familiarity with credit legal documentation for private credit.
• Excellent analytical and problem-solving skills.
• Strong communication and business writing abilities.
• Ability to work on a lean team under pressure and manage multiple deadlines.
• Team-oriented with a proactive and detail-focused mindset.
• Bachelor’s: Business Administration (Required)
• Bachelor’s: Finance (Required)
• Bachelor’s (Required)
• General Experience - 13 months to 3 years

Responsibilities

• Conduct detailed credit analysis and due diligence on prospective borrowers.
• Prepare pitch books and marketing materials for client presentations.
• Draft preliminary term sheets.
• Monitor market trends in private credit and public debt.
• Maintain investor CRM, databases and support investor outreach efforts.
• Assist in the preparation of credit approval memorandums.
• Coordinate internal deal approvals and manage documentation workflows.
• Liaise with legal counsel, investors, and internal teams during transaction execution.
• Track performance of closed transactions.
• Support ongoing dialogue with investors and contribute to relationship management.

Benefits

• Competitive base salary and annual discretionary bonus.
• Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs.
• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level