2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY

Raymond James & Associates•New York, NY

20h•Onsite

About The Position

An individual contributor with recognized skills in a specialized role in the field of Investment Banking. Raymond James is one of the largest independent financial services firms in the country, focusing on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company headquartered in St. Petersburg, FL, providing financial services through its subsidiary companies. The company is committed to building an inclusive and diverse workforce and values associate development and growth through developmental programs, mentorships, and continuing education. Investment Banking Summer Analysts, part of the Capital Markets & Advisory area, are given a high level of responsibility on matters of business significance within a specific industry or product-focused team. Raymond James | Private Capital Advisory is a leading placement agent and secondary market advisor, serving as a strategic partner and liquidity solutions provider to private equity sponsors. They are seeking a talented Summer Analyst to assist with deal origination, execution, and management, with a commitment to training and investing in the analyst's career growth.

Requirements

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.
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.

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.