Raymond James Financial, Inc

Private Markets & Alternatives Research Director

Raymond James Financial, Inc$130K — $275K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; MBA or CFA/CAIA preferred
  • Minimum 10+ years in investment banking, private equity, or private credit
  • Proven track record in leading capital raises and private market transactions
  • Significant experience with sponsors and institutional investors
  • Strong analytical and negotiation skills

Responsibilities

  • Lead transaction execution and capital formation for private market opportunities
  • Oversee investment underwriting and structuring with advanced financial models
  • Prepare and present investment recommendations to senior committees
  • Serve as senior point of contact for sponsors and placement agents
  • Manage multiple complex transactions and ensure internal coordination
  • Mentor junior team members and contribute to team-building efforts

Benefits

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Retirement savings options
  • Paid time off including vacation and parental leave
  • Hybrid work environment with required travel
Full Job Description
Under limited direction, serves as a senior member of the Private Markets & Alternatives platform with primary responsibility for originating, structuring, and executing complex private market transactions and capital raises across equity and credit strategies, with a focus on liaising with the Raymond James Capital Markets areas.

The role requires extensive experience leading transactions from inception through closing, including underwriting, structuring, investor positioning, and negotiation with sponsors and counterparties. The individual will operate with a high degree of autonomy, directly interfacing with senior internal leadership, external sponsors, and institutional investors while driving investment recommendations and influencing capital allocation decisions.

Essential Duties and Responsibilities
  • Lead transaction execution and capital formation
    • Originate, evaluate, and structure private market opportunities, including direct equity, credit, and special situations investments
    • Lead end-to-end execution of transactions, including diligence, structuring, negotiation, and closing
    • Design and implement capital raise strategies, including positioning, investor targeting, and allocation frameworks
  • Investment underwriting and structuring
    • Build and oversee advanced financial models evaluating complex capital structures and return scenarios
    • Lead valuation analysis across methodologies (DCF, comps, precedent transactions, scenario modeling)
    • Structure terms across equity and debt instruments, including governance, economics, and downside protections
  • Committee leadership and decision support
    • Own preparation and presentation of investment recommendations to internal committees comprised of senior executives
    • Clearly articulate key risks, return drivers, and structuring considerations
    • Drive consensus and influence final investment decisions
  • Sponsor and client engagement
    • Serve as a senior point of contact with sponsors, issuers, and placement agents
    • Lead negotiations on transaction terms, referral structures, and investor rights
    • Partner closely with Financial Advisors and internal distribution teams to position opportunities effectively
  • Platform leadership and execution management
    • Oversee multiple concurrent transactions with significant complexity and visibility
    • Drive internal coordination across diligence, legal, compliance, and distribution functions
    • Establish best practices for deal evaluation, structuring, and execution
  • Team leadership and development
    • Mentor and develop junior team members, including Associates and Analysts
    • Provide guidance on underwriting, modeling, and transaction execution
    • Contribute to recruiting and team-building efforts


Knowledge of
  • Advanced private markets investing, including direct equity, private credit, and structured transactions
  • Capital raising processes, investor dynamics, and allocation frameworks
  • Legal and structural considerations across private investments

Skill in
  • Leading complex negotiations with sophisticated counterparties
  • Synthesizing investment views and communicating recommendations to senior stakeholders
  • Structuring transactions to optimize risk-adjusted returns
  • Managing multiple high-priority transactions in a fast-paced environment


Ability to
  • Operate independently with full accountability for transaction outcomes
  • Influence senior stakeholders and drive investment decisions
  • Balance commercial objectives with risk management and compliance requirements
  • Build and maintain trusted relationships with sponsors, advisors, and internal leadership


Education / Experience
  • Bachelor's degree required; advanced degree (MBA) or professional designation (CFA, CAIA) strongly preferred
  • Minimum 10+ years of relevant experience in investment banking, private equity, private credit, or a related field
  • Demonstrated track record of leading and structuring capital raises and executing private market transactions
  • Significant experience interacting with sponsors, institutional investors, and senior decision-makers


Licenses / Certifications
  • None required; Series licenses or equivalents may be preferred based on role scope


Travel
  • Travel required as needed to support sponsor engagement and investor coverage


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

Work Experience
General Experience - 10 to 15 years

Certifications
Other Certification Not Listed - Other

Salary Range
$130,000.00-$275,000.00

Travel
Up to 50%

Workstyle
Hybrid

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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