2027 Investment Banking Summer Analyst Leveraged Finance New York, NY

Raymond James & Associates•New York, NY
•Onsite

About The Position

The Investment Banking Summer Analyst is part of Raymond James’ Capital Markets & Advisory area and works on a specialized industry- or product-focused team. Summer Analysts receive responsibility on matters of business significance and work with financial products and transactions including public and private debt and equity financings, mergers and acquisitions, and financial advisory assignments. The role develops financial analysis skills and understanding of capital markets and clients while contributing ideas to projects with significant scope and impact. Summer Analysts work across the transaction process, conducting research, creating original work product and presentations, and participating in drafting sessions, new-business proposal sessions, and due-diligence meetings. This position is located in New York, NY, and is designated as Resident workstyle.

Requirements

  • Must be legally authorized to work in the United States and not require visa sponsorship now or in the future, including beyond OPT/EAD.
  • Currently enrolled in an accredited undergraduate degree program, or have an equivalent combination of experience, education, and/or training as approved by Human Resources.
  • 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.
  • Ability to attend to detail while maintaining a big-picture orientation.
  • Ability to remain cognizant of daily workflow and regulatory compliance during high-volume activity.
  • 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 organizational levels.
  • Ability to use judgment and discretion to work independently and collaboratively in a team environment.
  • Ability to take responsibility and accountability for own actions, adhere to ethical principles, and act proactively.

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 advisories.
  • Research, analyze, present, and document drafting elements of developing transactions.
  • Collaborate with Senior Bankers to develop strategies for client presentations and create materials.
  • Analyze current events in relevant industry groups and provide input on their impact on current and prospective clients and deals.
  • Maintain group databases for research and analysis as requested.
  • Perform other assigned duties and responsibilities, including work requiring independent judgment and discretion on matters of significance to the business.

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.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service