WayUp
Raymond James, 2026 Investment Banking Summer Analyst- Private Credit Group, New
WayUp, New York, New York, us, 10261
Overview
Raymond James, 2026 Investment Banking Summer Analyst- Private Credit Group, New York, NY - Application via WayUp Base pay range: $60,405.80/yr - $105,000.00/yr Job Description Summary
Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. The company is a diversified financial services firm offering investment and financial planning, capital markets and asset management services. The Summer Analyst program is part of the Capital Markets & Advisory area and involves high responsibility on matters of business significance in a specified industry or product-focused team. Summer Analysts work with a variety of financial products, including debt and equity financings, mergers and acquisitions, and financial advisory. Analysts will develop financial analysis skills, understand capital markets and clients, and contribute ideas on projects with significant scope and impact. They are expected to work on all aspects of the transaction process, including research, draft work product and presentations, and due diligence.
Essential Duties and 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 input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and document elements of developing transactions. Collaborate with Senior Bankers to develop strategies for client presentations and create materials. Analyze current events in respective industry groups and assess impact on current and prospective clients and deals. Maintain group databases for research and analysis. Perform other duties as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. Knowledge
Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products. Skills
Communicating effectively, both orally and in writing. Analytical skills to assess and explain market events. Problem solving and solution design skills. Independent thinking and idea development. Utilizing technology to produce reports, communications and presentations. Abilities
Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big-picture orientation. Maintain daily workflow and regulatory compliance during high-volume activity. Think independently and market ideas. Organize, manage and track multiple tasks with changing priorities in a fast-paced environment. Establish and maintain effective working relationships at all levels of the organization. Use judgment and discretion to work independently and collaboratively in a team. Assume responsibility and accountability for actions. Demonstrate ethical principles and proactivity. Education/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). Currently enrolled in an accredited undergraduate degree program. Any equivalent combination of experience, education, and/or training as approved by Human Resources. Location
New York, NY Licenses/Certifications
None required. Salary Range
$60,405.80-$105,000.00 Workstyle
Resident Company Values and Culture
Raymond James emphasizes five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) and core values of client-first, integrity, independence, and a conservative, long-term view. The firm promotes professional growth, collaboration, and accountability.
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Raymond James, 2026 Investment Banking Summer Analyst- Private Credit Group, New York, NY - Application via WayUp Base pay range: $60,405.80/yr - $105,000.00/yr Job Description Summary
Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. The company is a diversified financial services firm offering investment and financial planning, capital markets and asset management services. The Summer Analyst program is part of the Capital Markets & Advisory area and involves high responsibility on matters of business significance in a specified industry or product-focused team. Summer Analysts work with a variety of financial products, including debt and equity financings, mergers and acquisitions, and financial advisory. Analysts will develop financial analysis skills, understand capital markets and clients, and contribute ideas on projects with significant scope and impact. They are expected to work on all aspects of the transaction process, including research, draft work product and presentations, and due diligence.
Essential Duties and 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 input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and document elements of developing transactions. Collaborate with Senior Bankers to develop strategies for client presentations and create materials. Analyze current events in respective industry groups and assess impact on current and prospective clients and deals. Maintain group databases for research and analysis. Perform other duties as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. Knowledge
Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products. Skills
Communicating effectively, both orally and in writing. Analytical skills to assess and explain market events. Problem solving and solution design skills. Independent thinking and idea development. Utilizing technology to produce reports, communications and presentations. Abilities
Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big-picture orientation. Maintain daily workflow and regulatory compliance during high-volume activity. Think independently and market ideas. Organize, manage and track multiple tasks with changing priorities in a fast-paced environment. Establish and maintain effective working relationships at all levels of the organization. Use judgment and discretion to work independently and collaboratively in a team. Assume responsibility and accountability for actions. Demonstrate ethical principles and proactivity. Education/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). Currently enrolled in an accredited undergraduate degree program. Any equivalent combination of experience, education, and/or training as approved by Human Resources. Location
New York, NY Licenses/Certifications
None required. Salary Range
$60,405.80-$105,000.00 Workstyle
Resident Company Values and Culture
Raymond James emphasizes five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) and core values of client-first, integrity, independence, and a conservative, long-term view. The firm promotes professional growth, collaboration, and accountability.
#J-18808-Ljbffr