2027 Investment Banking Summer Analyst Financial Services San Francisco, CA

Raymond James & Associates • San Francisco, CA

1d • Onsite

About The Position

The Capital Markets & Advisory Summer Analyst works on a specific industry- or product-focused team and is given responsibility on matters of business significance. For a specified period, Summer Analysts work with financial products including public and private debt and equity financings, mergers and acquisitions, and financial advisory. They build financial analysis skills, develop an understanding of capital markets and clients, and contribute ideas to projects with significant scope and impact.

The position involves working across the transaction process, including research, preparation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. Analysts collaborate with senior bankers, support client presentations, and monitor industry developments relevant to clients and transactions.

Requirements

• Currently enrolled in an accredited undergraduate degree program, or an equivalent combination of experience, education, and training approved by Human Resources.
• Legally authorized to work in the United States without requiring 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 tax and accounting concepts, practices, and procedures.
• Knowledge of financial markets and products.
• Effective oral and written communication skills.
• Analytical skills sufficient to assess and explain market events.
• Problem-solving and solution-design skills; ability to think independently and develop ideas and strategies.
• Ability to use technology and systems to produce reports, communications, and presentations.
• Ability to gather information, identify linkages and trends, and apply findings to reports.
• Attention to detail while maintaining a big-picture orientation.
• Ability to remain mindful of daily workflow and regulatory compliance during high-volume activity.
• Ability to organize, manage, and track multiple detailed tasks and assignments amid frequently changing priorities in a fast-paced environment.
• Ability to establish and maintain effective working relationships at all organizational levels.
• Ability to work independently and collaboratively, using judgment and discretion.
• Accountability, ethical conduct, proactivity, and readiness to initiate action.

Responsibilities

• 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 input to equity offerings, valuations, private placements, and mergers and acquisitions advisory work.
• Research, analyze, present, and document drafting elements of developing transactions.
• Collaborate with senior bankers to develop client presentation strategies and create materials.
• Analyze current events in assigned industry groups and explain their relevance to current and prospective clients and deals.
• Maintain group databases for research and analysis as requested.
• Participate in drafting sessions, new business proposal sessions, and due diligence meetings.
• Perform other assigned duties and responsibilities, including work requiring independent judgment and discretion.

Benefits

• Medical, dental, and vision coverage may be available.
• Life insurance, critical illness insurance, accident insurance, and disability benefits may be available.
• Retirement savings benefits may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.

What This Job Offers

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