2027 Investment Banking Analyst I Technology & Services McLean, VA

About the Role

Analysts are given a high level of responsibility as members of a specific industry or product-focused team. They 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 participating in drafting sessions, new business proposals, and due diligence meetings. They work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have appreciable 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 a developing transaction.
• 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

• Knowledge of fundamental concepts, practices, and procedures of Investment Banking.
• Understanding of fundamental investment concepts, practices, and procedures used in the securities industry.
• Familiarity with financial markets and products.
• Skill in communicating effectively, both orally and in writing.
• Strong analytical skills sufficient to assess and explain events in the market.
• Problem-solving abilities.
• Proficiency in operating standard office equipment and using required software applications, including Microsoft Office and established databases.

Qualifications

• 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 commitment to daily workflow and regulatory compliance during high-volume activity.
• Capacity to think independently to market ideas.
• Organizational skills to manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work 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 and demonstrates readiness and ability to initiate action.

Education and Experience

Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

• Bachelor’s Degree (B.A.) in Accounting, Business Administration, Finance, or a related discipline is required.
• Internship experience in a related field is preferred.
• Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

If applicable, the following licenses must be obtained within communicated timeframes:

• Securities Industry Essentials (SIE) examination
• Series 63
• Series 79
• Series 7

Location

New York, NY

Pay

Salary Range: $70,000.00 - $105,000.00

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
• 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.

Company Values

At Raymond James, associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view:

• Develop: Grow professionally and inspire others to do the same.
• Collaborate: Work with and through others to achieve desired outcomes.
• Decide: Make prompt, pragmatic choices and act with the client in mind.
• Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
• Improve: Contribute to the continuous evolution of the firm.

The company honors, values, and respects the uniqueness, experiences, and backgrounds of all associates, fostering an inclusive and diverse workforce.