2027 Investment Banking Summer Analyst Diversified Industrials McLean, VA

Raymond James & Associates•Mc Lean, VA

1d•Onsite

About The Position

Investment Banking Summer Analysts in Capital Markets & Advisory are assigned to an industry- or product-focused team and given responsibility on matters of business significance. For a specified period, they work with financial products and transactions that may include public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts develop financial analysis skills, deepen their understanding of capital markets and clients, and contribute ideas to projects with significant scope and impact. They participate throughout the transaction process, including research, creating original work product and presentations, drafting sessions, new-business proposal sessions, and due diligence meetings. The role requires knowledge of investment banking, securities-industry investment concepts, tax and accounting, and financial markets and products. Analysts are expected to communicate effectively, analyze market events, solve problems, develop ideas independently, use technology and systems to produce reports and presentations, manage multiple changing priorities, and work independently and collaboratively while exercising judgment and discretion. Raymond James describes its culture as people-first and emphasizes associate development, mentorship, continuing education, inclusion, ethical conduct, client-first service, and accountability. The position is based in McLean, Virginia, with a resident workstyle. Applicants must be legally authorized to work in the United States without requiring visa sponsorship now or in the future, and must currently be enrolled in an accredited undergraduate degree program, or have an equivalent combination of experience, education, and/or training approved by Human Resources. The stated salary range is $35,568 to $105,000. Total compensation may include additional compensation, discretionary bonuses, or commissions. Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off; and parental leave. Benefit eligibility and offerings may vary by position and employment status.

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 an equivalent combination of experience, education, and/or training approved by Human Resources.
Knowledge of fundamental investment banking concepts, practices, and procedures.
Knowledge of 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 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 levels of the organization.
Ability to work independently and collaboratively, using judgment and discretion.
Accountability for own actions and adherence to ethical principles.
Proactive approach 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 on equity offerings, valuations, private placements, and mergers and acquisitions advisories.
Research, analyze, present, and document drafting elements of developing transactions.
Collaborate with senior bankers on client-presentation strategies and create materials.
Analyze current events in assigned industry groups and assess their relevance to clients and deals.
Maintain group databases for research and analysis.
Perform other assigned duties, including duties requiring independent judgment and discretion on matters significant to the business.
Participate in research projects, creation of original work product and presentations, drafting sessions, new-business proposal sessions, and due diligence meetings.