Raymond James Financial, Inc

Investment Banking Associate I (Leveraged Finance & Debt Advisory)

Raymond James Financial, Inc • $100K — $175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years in leveraged finance, debt capital markets, or relevant fields; MBA with pre-MBA experience may substitute
  • Advanced modeling skills in LBOs and financial statements
  • Understanding of credit agreements and structuring mechanics
  • Proven ability to manage multiple projects and junior team members
  • Strong communication skills for professional client interaction
  • Proficient in Microsoft Office Suite
  • Detail-oriented with strong work ethic under pressure

Responsibilities

  • Manage execution of financing transactions from start to finish
  • Conduct credit analysis and due diligence on borrowers
  • Review and ensure integrity of financial models
  • Draft internal and external documentation including memos and pitch materials
  • Create marketing materials for client presentations
  • Act as primary contact for clients and lenders during execution
  • Assist senior bankers in deal origination and market intelligence
  • Mentor and oversee work of analysts and interns

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
Full Job Description
Job Description Summary
Raymond James is seeking an experienced investment banking associate to join its newly formed Leveraged Finance & Debt Advisory ("LFDA") group. The LFDA group sits within Investment Banking and is focused on providing debt capital raising and advisory solutions including private debt placements, debt capital markets advisory, institutional term loan Bs, and high yield bonds to financial sponsors and non-investment grade issuers across a variety of industries. The associate will work closely with senior LFDA bankers, manage analyst workstreams, and collaborate with other industry and product groups within the firm to deliver comprehensive solutions.

Job Description

Responsibilities:
  • Own day-to-day execution of live financing transactions, managing workstreams and timelines from mandate through close
  • Lead credit analysis and due diligence on prospective borrowers, forming and articulating a view on credit quality, structure, and market receptivity
  • Review and stress-test financial models prepared by analysts - sources & uses, pro forma capitalization, cash flow modeling, LBOs, and credit statistics - and own model integrity
  • Draft and oversee preparation of internal screening memos, deal underwriting memos, and external client pitch materials
  • Oversee production of marketing materials including teasers, investor presentations, confidential information memorandums, marketing term sheets, and lender models
  • Serve as a primary point of contact for clients, sponsors, and lenders on day-to-day execution matters
  • Support senior bankers on origination, including financing ideas, market intelligence, and pitch development for coverage and sponsor dialogues
  • Mentor, train, and review the work of analysts and summer analysts


Skills:
  • 3-5 years in leveraged finance, debt capital markets, private credit/direct lending, restructuring, or leveraged finance credit risk; or an MBA with relevant pre-MBA experience. Middle-market sponsor coverage is a plus
  • Advanced modeling proficiency: LBO, three-statement modeling, debt schedules, and the ability to review and correct the work of others
  • Working knowledge of credit agreement mechanics and debt structuring alternatives across the capital structure
  • Demonstrated ability to manage multiple live workstreams and junior team members simultaneously
  • Excellent written and verbal communication skills, with the poise to interact directly with clients and lenders
  • Proficient in Microsoft Office, including Excel, PowerPoint, and Word
  • Strong attention to detail, work ethic, and ability to perform under pressure and tight timelines


Education
Bachelor's (Required)

Work Experience
General Experience - 3 to 6 years

Certifications

Salary Range
$100,000.00-$175,000.00

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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