2027 Investment Banking Summer Analyst Capital Structure Advisory, New York, NY

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL, providing financial services through subsidiary companies engaged in investment and financial planning, capital markets, and asset management.

At Raymond James, we are building an inclusive and diverse workforce that reflects our commitment to associates and clients. We value associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education. Our culture ensures everyone feels welcomed, valued, respected, and heard, enabling you to contribute your unique talents for the benefit of clients, your career, our firm, and our communities.

About the Role

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time.

Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.

Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, comparative company analysis, and discounted cash flow analysis on target companies.
• Provide meaningful input to equity offerings, valuations, private placements, mergers, and acquisitions advisories.
• Research, analyze, present, and document drafting elements of a developing transaction.
• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news relevant to current and prospective clients and deals.
• Maintain group databases as requested for research and analysis.
• Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

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 concepts, practices, and procedures of Tax and Accounting.
• Knowledge of financial markets and products.

Skills

• Effective communication, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem-solving and solution design skills.
• Ability to think independently and develop ideas and strategies.
• Proficiency in utilizing technology and systems to produce reports, communications, and presentations.
• 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 daily workflow and regulatory compliance during high-volume activity.
• Capacity to think independently on matters of significance 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.
• Judgment and discretion 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 ability to initiate action.

Qualifications

• 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).
• Currently enrolled in an accredited undergraduate degree program.
• High School diploma or equivalent required.

Location: New York, NY

Pay

Salary Range: $60,405.80 - $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.

About Raymond James

At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view. We expect our associates at all levels to:

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

As part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.