Raymond James Financial, Inc

Investment Banking Analyst II/III - Private Credit Group (New York)

Raymond James Financial, Inc$75K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or related field.
  • 1-3 years of relevant experience in investment banking, credit analysis, or private debt.
  • Advanced proficiency in Excel, PowerPoint, and financial modeling.
  • Strong understanding of credit metrics and accounting principles.
  • Familiarity with credit legal documentation for private credit.
  • Excellent analytical and problem-solving skills.
  • Strong communication and business writing abilities.

Responsibilities

  • Conduct detailed credit analysis and due diligence on prospective borrowers.
  • Prepare pitch books and marketing materials for client presentations.
  • Draft preliminary term sheets.
  • Monitor market trends in private credit and public debt.
  • Maintain investor CRM and support investor outreach efforts.
  • Assist in the preparation of credit approval memorandums.
  • Coordinate internal deal approvals and manage documentation workflows.

Benefits

  • Comprehensive benefits package including health, dental, and vision coverage.
  • 401(k) with match to support retirement savings.
  • Wellness programs to promote health and well-being.
  • Paid time off, including vacation, holidays, and sick leave.
  • Parental leave to support family needs.
Full Job Description
Job Description Summary
The Investment Banking Private Credit Analyst II/III will play a key role in supporting the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This analyst position is ideal for candidates with prior investment banking or credit underwriting experience who are looking to deepen their expertise in private credit markets. The role involves financial modeling, credit analysis, deal execution, and investor engagement across a range of private debt instruments.

Job Description

Key Responsibilities:

Origination & Analysis
  • Conduct detailed credit analysis and due diligence on prospective borrowers.
  • Prepare pitch books and marketing materials for client presentations.
  • Draft preliminary term sheets.
  • Monitor market trends in private credit and public debt.
  • Maintain investor CRM, databases and support investor outreach efforts.


Execution Support
  • Assist in the preparation of credit approval memorandums.
  • Coordinate internal deal approvals and manage documentation workflows.
  • Liaise with legal counsel, investors, and internal teams during transaction execution.


Portfolio & Market Monitoring
  • Track performance of closed transactions.
  • Support ongoing dialogue with investors and contribute to relationship management.


Qualifications:

Education:
  • Bachelor's degree in Finance, Economics, Accounting, or related field.

Experience:
  • 1-3 years of relevant experience in investment banking, credit analysis, or private debt.

Technical Skills:
  • Advanced proficiency in Excel, PowerPoint, and financial modeling.
  • Strong understanding of credit metrics, and accounting principles.
  • Familiarity with credit legal documentation for private credit.

Competencies:
  • Excellent analytical and problem-solving skills.
  • Strong communication and business writing abilities.
  • Ability to work on a lean team under pressure and manage multiple deadlines.
  • Team-oriented with a proactive and detail-focused mindset.


Compensation & Benefits:
  • Competitive base salary and annual discretionary bonus.
  • Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs.


Education
Bachelor's: Business Administration (Required), Bachelor's: Finance (Required), Bachelor's (Required)

Work Experience
General Experience - 13 months to 3 years

Certifications

Salary Range
$75,000.00-$110,000.00

Travel
Less than 25%

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.

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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