Investment Banking Analyst II (Leveraged Finance & Debt Advisory)
About The Position
Raymond James is seeking an experienced investment banking analyst to join its newly formed Leveraged Finance & Debt Advisory (LFDA) group within Investment Banking. The group provides debt capital raising and advisory solutions, including private debt placements, debt capital markets advisory, institutional term loan Bs, and high yield bonds, to financial sponsors and non-investment grade issuers across a variety of industries. The analyst will work directly with senior LFDA bankers and collaborate with other industry and product groups to deliver comprehensive solutions. The role involves conducting credit analysis and due diligence, building and maintaining financial models, preparing internal and client-facing materials, and supporting transaction execution. The position is resident, with travel expected to be less than 25%.
Requirements
- Bachelor’s degree required.
- Demonstrated modeling proficiency, including LBO, three-statement modeling, and debt schedules.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
- Strong attention to detail, work ethic, and ability to perform under pressure and tight timelines.
Nice To Haves
- 1–3 years of experience in leveraged finance, debt capital markets, private credit/direct lending, restructuring, credit research, or leveraged finance credit risk.
- Middle-market sponsor coverage experience.
Responsibilities
- Conduct detailed credit analysis and due diligence on prospective borrowers.
- Build and maintain complex financial models, including sources and uses, pro forma capitalization, cash flow models, LBOs, and credit statistics.
- Prepare internal screening memos, deal underwriting memos, and external client pitch materials.
- Prepare marketing materials, including teasers, investor presentations, confidential information memorandums, marketing term sheets, and lender models.
- Support transaction execution, including data room management, compiling answers to lender due diligence questions, and tracking lender engagement.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Critical illness insurance
- Accident insurance
- Disability benefits
- Retirement savings
- Paid time off, including vacation, holidays, and sick leave
- Parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
