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

Company Overview

Raymond James is one of the largest independent financial services firms in the United States, headquartered in St. Petersburg, FL. The firm provides trusted advice and tailored, sophisticated strategies for individuals, corporations, and municipalities through its subsidiaries in investment and financial planning, capital markets, and asset management. Raymond James is committed to an inclusive and diverse workforce, associate development, mentorship, and continuing education.

About the Role

The Investment Banking Summer Analyst will join the Capital Markets & Advisory area, specifically Raymond James | Private Capital Advisory, a leading placement agent and secondary market advisor for private‑equity sponsors. The analyst will assist with deal origination, execution, and management, receiving training in Private Capital Advisory while contributing to high‑impact transactions.

Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, including comparable company analysis and discounted cash flow analysis on target companies.
• Provide input to equity offerings, valuations, private placements, and merger‑and‑acquisition advisories.
• Research, analyze, present, and document drafting elements of developing transactions.
• Collaborate with senior bankers to develop client presentation strategies and create unique materials.
• Analyze current events in industry groups and assess their impact on clients and deals.
• Maintain group databases for research and analysis as requested.
• Perform other duties requiring independent judgment and discretion on matters of significance to the business.

Qualifications

• Knowledge of fundamental concepts, practices, and procedures of investment banking, securities, tax, accounting, and financial markets.
• Strong oral and written communication skills.
• Analytical ability to assess and explain market events.
• Problem‑solving and solution‑design skills.
• Independent thinking and strategy development.
• Proficiency with 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.
• Commitment to workflow and regulatory compliance during high‑volume activity.
• Capacity to organize, manage, and track multiple detailed tasks with changing priorities in a fast‑paced environment.
• Effective relationship‑building at all organizational levels.
• Judgment and discretion to work both independently and collaboratively.
• Full responsibility and accountability for own actions; adherence to ethical principles.
• Proactive mindset with readiness to initiate action.

Education & Experience

• Eligible applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.
• Currently enrolled in an accredited undergraduate degree program (or equivalent combination of experience, education, and/or training approved by Human Resources).
• General work experience of 4–6 months.
• No licenses or certifications required.
• High school diploma or equivalent.

Salary

Salary Range: $62,353.20 – $105,000.00.

Benefits

The position is eligible for a benefits package that may include medical, dental, and vision coverage; life, critical‑illness, and accident insurance; disability benefits; retirement savings; paid time off (vacation, holidays, sick leave); and parental leave. Specific offerings vary based on position and employment status. More details are available at Myrjbenefits.com.

Culture & Values

Raymond James associates follow five guiding behaviors—Develop, Collaborate, Decide, Deliver, Improve—to uphold the firm’s core values of client‑first service, integrity, independence, and a long‑term perspective. The firm emphasizes professional growth, accountability, and a people‑first culture that respects the uniqueness and backgrounds of all associates.