Raymond James Financial, Inc

2027 Investment Banking Analyst I Technology & Services McLean, VA

Raymond James Financial, Inc$70K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Business Administration, Finance, or a related discipline
  • Knowledge of investment banking and securities practices
  • Strong analytical skills for evaluating market events
  • Effective oral and written communication skills
  • Detail-oriented with problem-solving abilities
  • Ability to manage multiple tasks in a fast-paced environment
  • Familiarity with Microsoft Office and database software

Responsibilities

  • Develop financial models for debt and equity financing options
  • Perform valuation analyses including comparative company and discounted cash flow
  • Contribute to equity offerings, valuations, and M&A advisories
  • Research and document essential elements of transactions
  • Create client presentations to communicate complex information
  • Monitor industry news to provide insights to team members
  • Organize and maintain files for active and potential deals

Benefits

  • Medical, dental, and vision insurance
  • Life and critical illness insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation and sick leave
  • Parental leave
  • Opportunities for professional growth and development
Full Job Description
Job Description Summary
Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.

Job Summary
Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Analysts are expected to work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have an appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact.

Essential Duties and 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 valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
• Research, analyze, present and document drafting elements of a developing transaction.
• Develop client presentations.
• Follow current events in respective industry groups in order to keep Bankers informed about critical issues in the news that are relevant to current and prospective clients.
• Maintain files related to active and prospective deals.
• Assist with recruiting and training new Analysts and Interns.
• Maintain group databases.
• Perform other duties and responsibilities as assigned.

Qualifications - External

Knowledge, Skills, and Abilities
Knowledge of
• Fundamental concepts, practices and procedures of Investment Banking.
• Fundamental investment concepts, practices and procedures used in the securities industry.
• Financial markets and products.

Skill in
• Communicating effectively, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem solving.
• Operating standard office equipment's and using required software applications, including Microsoft Office and established databases.

Ability to
• 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 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.
• 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.

Educational/Previous Experience Requirements
Education/Previous Experience
• 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).
• Bachelor's Degree (B.A.) in a related discipline is required. Internship experience in a related field preferred.
• OR ~
• Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
• In general, the following licenses are required for this position and, if applicable, must be obtained within the timeframes communicated by Raymond James:

  • Securities Industry Essentials (SIE) examination


  • Series 63


  • Series 79


  • Series 7


Location - New York, NY

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience
General Experience - None

Salary Range
$70,000.00-$105,000.00

Workstyle
Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. #LI-KL1

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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