2027 Investment Banking Summer Analyst Diversified Industrials McLean, VA

Raymond James•McLean, VA
•$35,568 - $105,000•Onsite

About The Position

The Capital Markets & Advisory (CMA) Summer Analyst role at Raymond James offers individuals an opportunity to gain significant responsibility in investment banking. Summer Analysts will work with various financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. This role is designed to enhance financial analysis skills, deepen understanding of capital markets and clients, and contribute ideas on projects with substantial scope and impact. Responsibilities include all aspects of the transaction process, from high-level research and original work product creation to participation in drafting sessions, new business proposals, and due diligence meetings.

Requirements

  • Fundamental concepts, practices, and procedures of Investment Banking.
  • Fundamental investment concepts, practices and procedures used in the securities industry.
  • Concepts, practices and procedures of Tax and Accounting.
  • Financial markets and products.
  • Communicating effectively, both orally and in writing.
  • Analytical skills sufficient to assess and explain events in the market.
  • Problem solving and solution design skills.
  • Thinking independently and developing ideas and strategies.
  • Utilizing 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 cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
  • Think independently on matters of significance in order to market ideas.
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
  • Assume full responsibility and accountability for own actions.
  • Demonstrate uncompromising adherence to ethical principles.
  • Be proactive and demonstrate readiness and ability to initiate action.
  • 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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