2027 Investment Banking Summer Analyst Mergers & Acquisitions St. Petersburg, FL

Raymond James & Associates•Saint Petersburg, FL

10d•Onsite

About The Position

An individual contributor with recognized skills in a specialized role in the field of Investment Banking. This role is part of the Capital Markets & Advisory (CMA) Summer Analyst program at Raymond James, a large independent financial services firm. The program offers a high level of responsibility on matters of business significance within a specific industry or product-focused team. Summer Analysts will work with various financial products including public and private debt and equity financings, mergers and acquisitions, and financial advisory. The role aims to enhance financial analysis skills, develop a deep understanding of capital markets and clients, and contribute ideas on projects with significant scope and impact. Summer Analysts are expected to be involved in all aspects of the transaction process, including research, creating original work product, presentations, drafting sessions, new business proposals, 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.
Effective communication skills, both oral and written.
Analytical skills sufficient to assess and explain events in the market.
Problem solving and solution design skills.
Ability to think independently and develop ideas and strategies.
Ability to utilize 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.
Demonstrate uncompromising adherence to ethical principles.
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.
4 to 6 months of general experience.

Nice To Haves

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.