2027 Investment Banking Summer Analyst Private Credit New York, NY

Raymond James & AssociatesNew York, NY
Onsite

About The Position

An individual contributor with recognized skills in a specialized role in the field of Investment Banking. Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.

Requirements

  • Knowledge of fundamental concepts, practices, and procedures of Investment Banking.
  • Knowledge of fundamental investment concepts, practices and procedures used in the securities industry.
  • Knowledge of concepts, practices and procedures of Tax and Accounting.
  • Knowledge of financial markets and products.
  • Skill in communicating effectively, both orally and in writing.
  • Skill in analytical skills sufficient to assess and explain events in the market.
  • Skill in problem solving and solution design.
  • Skill in thinking independently and developing ideas and strategies.
  • Skill in utilizing 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 our commitment to daily workflow and regulatory compliance during high volume activity.
  • Ability to think independently on matters of significance 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 utilize judgment and discretion to work independently as well as collaboratively within a team environment.
  • Ability to assume full responsibility and accountability for own actions.
  • Ability to demonstrate uncompromising adherence to ethical principles.
  • Ability to be proactive and demonstrate readiness and ability to initiate action.
  • Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
  • Currently enrolled in an accredited undergraduate degree program.
  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

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 meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
  • Research, analyze, present and document drafting elements of a developing transaction.
  • Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
  • Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.
  • Maintain group databases as requested for research and analysis.
  • Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Benefits

  • medical
  • dental
  • vision
  • 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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