2027 Investment Banking Summer Analyst Leveraged Finance New York, NY

Raymond James•New York, NY
•$62,353 - $105,000•Onsite

About The Position

Investment Banking Summer Analysts in Capital Markets & Advisory receive significant responsibility on matters of business importance within a specific industry or product-focused team. For a specified period, they work with financial products and transactions involving public and private debt and equity financings, mergers and acquisitions, and financial advisory. The role builds financial analysis skills and understanding of capital markets and clients, while contributing ideas to projects with significant scope and impact. Summer Analysts participate in the transaction process through research, original work product and presentations, drafting sessions, new business proposal sessions, and due diligence meetings.

Requirements

  • Be legally authorized to work in the United States and not require visa sponsorship now or in the future, including beyond OPT/EAD.
  • Be currently enrolled in an accredited undergraduate degree program, or have an equivalent combination of experience, education, and/or training 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.
  • Communicate effectively, both orally and in writing.
  • Apply analytical skills to assess and explain market events.
  • Use problem-solving and solution-design skills.
  • Think independently and develop ideas and strategies.
  • Use technology and systems to produce reports, communications, and presentations.
  • Gather information, identify linkages and trends, and apply findings to reports.
  • Attend to detail while maintaining a big-picture orientation.
  • Remain aware of daily workflow and regulatory compliance during high-volume activity.
  • Organize, manage, and track multiple detailed tasks and assignments amid frequently changing priorities in a fast-paced environment.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Use judgment and discretion to work independently and collaboratively within a team.
  • Take responsibility and accountability for own actions.
  • Adhere uncompromisingly to ethical principles.
  • Be proactive and ready 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 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 explain their potential impact on current and prospective clients and deals.
  • Maintain group databases as requested for research and analysis.
  • Perform other assigned duties, including duties requiring independent judgment and discretion on matters significant to the business.

Benefits

  • Medical, dental, and vision coverage
  • Life insurance
  • Critical illness insurance and accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service