Raymond James Financial, Inc

Investment Banking Analyst/Associate (Future Opportunities)

Raymond James Financial, Inc • $75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years of experience in investment banking or corporate finance.
  • Undergraduate degree in a business-related field; CFA/CA/CPA/CBV designation preferred.
  • Proficient in financial analysis and modeling; understanding of capital markets is essential.
  • Advanced skills in Microsoft Office and a willingness to learn new tools.
  • Strong quantitative and analytical skills, with attention to detail.
  • Excellent communication skills in various formats, including French is a plus.
  • Ability to work independently and collaboratively under high pressure.

Responsibilities

  • Collaborate with Analysts, Associates, VPs, and senior bankers across various teams.
  • Conduct financial modeling and strategic analyses including DCF and comparable analysis.
  • Perform qualitative data analysis and comprehensive industry research.
  • Create and maintain detailed financial models and databases.
  • Manage ongoing updates to the group's databases and valuation tools.
  • Assist in developing business documentation such as pitch-books and proposals.

Benefits

  • Comprehensive health benefits package.
  • RRSP matching program to help grow retirement savings.
  • Employee stock purchase plan for ownership opportunities.
  • Generous paid time off and volunteer days.
  • Tuition reimbursement for professional development.
  • Support for internal promotions and community involvement.
Full Job Description
Investment Banking Analyst/Associate

(Future Opportunities)

We are always on the lookout for talented individuals to join our team. If you are passionate about Investment Banking, we invite you to submit your resume for future opportunities. While we may not have an immediate opening that matches your skills, we will keep your information on file and reach out when a suitable position becomes available.

How does the role impact the organization?

Our Investment Banking team of over 350 investment bankers across North America is focused on servicing the corporate finance and financial advisory needs of our clients. We offer a complete range of capital markets services with strong expertise in mergers & acquisitions, public offerings, private placements and syndication. Our advisory services include mergers, acquisitions and divestitures advice / execution, fairness opinions, and valuations.

The Analyst/Associate position will offer the opportunity to gain significant business development and transaction experience. Drawing on previous experience, the ideal candidate will have a proven ability to take initiative, will possess exceptional communication and presentation skills, and demonstrate academic excellence.

What will your role be responsible for?

  • Work closely with other Analysts, Associates and VPs in the investment banking team; and with other senior bankers and experts from various groups in Canada and the United States;
  • Conduct financial modelling, various financial and strategic analysis, discounted cash flow analysis, comparable company analysis, precedent transaction analysis and evaluate other industry metrics as required;
  • Perform quantitative and qualitative data analysis and industry research;
  • Build and maintain detailed financial models and industry databases;
  • Maintain the groups' databases and valuation tools on an ongoing basis; and
  • Assist in preparing extensive written documents including transaction documentation / proposals, pitch-books and company information documents for business development and marketing purposes;


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications:

What do we expect from you?

To qualify for this opportunity you possess:

  • Competent in Financial analysis and modeling; and
  • Familiar with principles of finance and the capital markets;
  • Proficient in Microsoft Office with a willingness and ability to learn new applications;
  • Skilled in quantitative and analytical processes;
  • The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
  • Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
  • Work independently as well as collaboratively within a team environment;
  • Exercise tact and discretion in the handling of confidential information;
  • Maintain due diligence; and
  • Communicate proficiently in French is an asset.


Educational/Previous Experience Requirements

  • Have an undergraduate degree in a business-related discipline and/or a CFA/CA/CPA/CBV designation;
  • 1-3 years of work experience in investment banking, corporate finance, or equivalent experience;
  • Recent graduates are encouraged to apply;
  • Experience with Capital IQ and Bloomberg is considered an asset


We encourage 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


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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