Raymond James Financial, Inc

Public Finance IB Analyst (or Associate)

Raymond James Financial, Inc$70K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, math, or related field required.
  • 1-4 years of related experience.
  • Knowledge of fundamental investment concepts, financial markets, and public policy.
  • Intermediate to advanced proficiency in Microsoft Word, Excel, and PowerPoint.
  • Strong analytical and problem-solving abilities.

Responsibilities

  • Understand how government finance works and improve project funding.
  • Pitch creative financing solutions for large public projects.
  • Build advanced financial models using Excel and AI tools.
  • Research industry trends and inform the team on client impacts.
  • Execute financing deals by analyzing revenues and preparing legal documents.
  • Prepare marketing materials and client presentations to support business acquisition.
  • Join client meetings to learn and foster relationships with key stakeholders.

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and critical illness insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave support
Full Job Description
Job Description Summary
Launch or continue to grow your career at the intersection of finance and infrastructure. As an Analyst or Associate in Municipal Public Finance, you'll collaborate with experienced bankers to help state and local governments build our nation's infrastructure and bring transformational projects to life - from transportation to energy and utilities to education to housing and real estate. Your work will span client engagement, financial modeling, credit rating preparation, investor presentations, proposals, and the drafting of securities offering documents. Expect to grow your analytical skills while contributing to high-stakes transactions that directly shape communities. You'll gain exposure across diverse sectors such as Education, Higher Education, Real Estate, Transportation, Utilities, Public Private Partnerships, and more. As your experience builds, so does your influence. You'll take on more strategic responsibilities, help structure deals, and deepen client relationships. The environment is fast-moving, intellectually challenging, and mission-driven - perfect for curious self-starters who want to see their efforts make a tangible difference.

Job Description

Essential Duties and Responsibilities of an Analyst:
  • Understand Government Finance: You'll get to know how cities, states, and public institutions finance new initiatives and projects, analyzing their finances and figuring out ways they can improve.
  • Pitch Creative Financing Ideas: You'll help senior bankers brainstorm new ways local governments and private sector project sponsors can fund big projects, like buildings, utilities, airports, schools, hospitals, new community infrastructure, or transit systems.
  • Build Financial Models: You'll dive into Excel to create financial simulations, helping forecast costs, savings, and repayment strategies for public projects and leverage artificial intelligence tools in your work.
  • Research Your Sector: Stay updated on news, reports, and trends in your assigned industries and geographies, and keep the team informed about anything that might affect clients.
  • Execute Deals: During financings, you'll help analyze project revenues, create debt profiles, review legal documents, work on offering statements and assess refinancing and cash flow, all to make sure the financing makes sense.
  • Prepare Client Presentations: Develop marketing skills by assisting in preparation of pitch books and proposals (RFPs) that help win business and communicate key information to clients.
  • Develop Marketing Materials: Help design content that explains the deal or investment opportunity to prospective buyers and investors.
  • Join Client Meetings: When possible, you'll participate in both virtual and in-person meetings with municipal clients, developers and project sponsors to learn firsthand how deals come together and how relationships are built.


Knowledge of/Interests In:
  • Fundamental investment concepts, practices and procedures used in the securities industry.
  • Financial markets and products.
  • Quantitative financial analysis and data modeling.
  • Public policy


Skills:
  • Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
  • Communicate effectively, both orally and in writing to all level of associates and clients.
  • Intermediate to advanced proficiency with Microsoft Word, Excel, PowerPoint and DBC (preferably).


Ability to:
  • Analyze financial statements and outstanding debt.
  • Develop the financial structure and prepare documents related to the public issuance or private placement of securities.
  • Multi-task and work in a fast-paced, team-oriented environment.
  • Efficiently manage time and resources to solve quantitative and analytical challenges as they arise.
  • Work under pressure created by time deadlines and work volume fluctuations.
  • Communicate both orally and in writing, within all levels of the organization as well as external clients and other industry professionals.
  • Work independently as well as collaboratively within a team environment.
  • Work outside normal 8:00 am - 6:00 pm business hours.


Educational Requirements:
  • Bachelor's degree in business, finance, math or a related field.
  • 1-4 years of related experience.


Licenses/Certifications:
  • FINRA Securities Industry Exam (SIE), Series 52 License, Series 63 License, and Series 50 License within (12) months of hire.


Education
Bachelor's (Required)

Work Experience
General Experience - 13 months to 3 years

Certifications

Salary Range
$70,000.00-$120,000.00

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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