2026 Summer Associate - GreensLedge - New York, NY

Raymond James & Associates•New York, NY

21h•Hybrid

About The Position

Under immediate supervision, performs routine department work using specialized knowledge and skills obtained through education, experience and/or specialized training. Performs analytical work and related assignments that support bankers and clients in an assigned product class. Responsible for thorough analysis of projects, preparing cash flow analyses, offering circulars and other documents related to the offerings, and client presentations, as well as conducting research related to existing and prospective clients. May be responsible for complete projects or specific aspects of them, depending on their complexity and scope. As interns gain experience, they are expected to increase their capacity to process a larger portion of a given transaction. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality and ingenuity to make moderately complex decisions. The summer associate position is a temporary role.

Requirements

Fundamental investment concepts, practices and procedures used in the securities industry.
Basic knowledge of broker dealer procedures, regulatory requirements, transactions and client relationships.
Financial markets and products.
Basic business case analysis.
Financial analysis and data modeling.
Fundamental concepts, practices, and procedures of a professional office environment.
Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
Communicate effectively, both orally and in writing to all levels of associates and clients.
Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
Ability to work effectively as part of a virtual/hybrid team.
Comfortable establishing positive/productive rapport with co-workers and external parties (vendors/ clients – etc. )
Ability to Multi-task and work in a fast-paced, team-oriented environment.
Efficiently manage time and resources in order to overcome quantitative and analytical challenges.
Establish and maintain effective working relationships at all levels of the organization.
Work under stress restricted by time deadlines and work volume fluctuations.
Prepare and deliver clear, effective and professional presentations.
Communicate both orally and in writing, with all levels of the organization and external clients.
Work independently as well as collaboratively within a team environment.
Organize and prioritize multiple tasks and meet deadlines .
Provide a high level of customer service.
Junior or Senior standing student pursuing a Bachelor’s Degree (B.A.) or Master’s Degree in Finance , Economics, MIS, ISM or related field at an accredited university.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
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).
High School (HS) (Required)

Responsibilities

Completes spreadsheet financial models for assigned product/transaction.
Formulates new transaction proposals.
May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis.
Helps in preparation of client pitch books.
Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies.
Creates and presents marketing and sales materials.
May have limited interaction with clients.
Performs other duties and responsibilities as assigned.
Works independently on assigned projects and tasks, meeting all delivery deadlines.
Operates standard office equipment and uses required software applications.