2027 Investment Banking Analyst I Consumer Charlotte, NC

One of the largest independent financial services firms in the country, Raymond James provides trusted advice and tailored, sophisticated strategies for individuals and institutions. Headquartered in St. Petersburg, FL, the firm is a diversified holding company offering financial services through subsidiary companies engaged in investment and financial planning, capital markets, and asset management.

About the role

Analysts are given a high level of responsibility as members of a specific industry or product-focused team. You will formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public and private issuance of stock. Analysts work on every aspect of the transaction process, including drafting sessions, new business proposals, and due diligence meetings. This role involves independent work on difficult, broad assignments requiring originality and ingenuity, with latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects with significant scope and impact.

Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies including comparative company analysis and discounted cash flow analysis on target companies.
• Provide valuable input to equity offerings, valuations, private placements, mergers, and acquisitions advisories.
• Research, analyze, present, and document drafting elements of developing transactions.
• Develop client presentations.
• Follow current events in respective industry groups to keep bankers informed about critical issues relevant to current and prospective clients.
• Maintain files related to active and prospective deals.
• Assist with recruiting and training new Analysts and Interns.
• Maintain group databases.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor’s Degree (B.A.) in Accounting, Business Administration, Finance, or a related discipline.
• Eligible applicants must be legally authorized to work in the U.S. and not require visa sponsorship now or in the future (including beyond OPT/EAD).
• Internship experience in a related field preferred.
• Securities Industry Essentials (SIE) examination, Series 63, Series 79, and Series 7 licenses are required and must be obtained within communicated timeframes if not already held.

Skills

• Knowledge of fundamental concepts, practices, and procedures of Investment Banking.
• Understanding of fundamental investment concepts, practices, and procedures used in the securities industry, financial markets, and products.
• Effective oral and written communication skills.
• Strong analytical skills to assess and explain market events.
• Problem-solving abilities.
• Proficiency in operating standard office equipment and using required software applications, including Microsoft Office and established databases.
• Ability to gather information, identify linkages and trends, and apply findings to reports.
• Attention to detail while maintaining a big-picture orientation.
• Ability to remain cognizant of regulatory compliance during high-volume activity.
• Independent thinking to market ideas.
• Organizational skills to manage and track multiple detailed tasks with frequently changing priorities in a fast-paced environment.
• Ability to establish and maintain effective working relationships at all levels of the organization.
• Ability to work independently as well as collaboratively within a team environment.
• Full responsibility and accountability for own actions.
• Uncompromising adherence to ethical principles.
• Proactive mindset with readiness and ability to initiate action.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings plans.
• Paid time off, including vacation, holidays, and sick leave.
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Location

New York, NY