Raymond James
2027 Investment Banking Summer Analyst- Multiple Locations
Raymond James, Charlotte, North Carolina, United States, 28245
2027 Investment Banking Summer Analyst - Multiple Locations
Raymond James Overview – One of the largest independent financial services firms in the country, headquartered in St. Petersburg, FL. The firm provides financial services to individuals, corporations and municipalities through subsidiary companies focused on investment and financial planning, capital markets and asset management.
Job Summary – Investment Banking Summer Analysts in the Capital Markets & Advisory division work on a range of financial products including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts develop financial models, perform valuation analyses, research and present transaction information, and participate in drafting, proposal and due diligence meetings.
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 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.
Knowledge Of
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.
Skill In
Communicating effectively, both orally and in writing.
Analytical skills sufficient to assess and explain events in the market.
Problem solving and solution design skills.
Thinking independently and developing ideas and strategies.
Utilizing technology and systems to produce reports, communications and presentations.
Ability To
Gather information, identify linkages and trends, and apply findings to reports.
Attend to detail while maintaining a big picture orientation.
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
Think independently on matters of significance in order to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment.
Establish and maintain effective working relationships at all levels of the organization.
Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
Assume full responsibility and accountability for own actions.
Demonstrate uncompromising adherence to ethical principles.
Be proactive and demonstrate readiness and ability to initiate action.
Education / Previous 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.
OR
Any equivalent combination of experience, education, and or training as approved by Human Resources.
Licenses / Certifications
None required.
Location
Multiple Locations
Education High School (HS)
Work Experience General Experience - None
Certifications None
Salary Range $35,568.00-$105,000.00
Travel Less than 25%
Workstyle Resident
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.
Seniority Level
Internship
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Raymond James by 2x.
Get notified about new Investment Banking Summer Analyst jobs in Charlotte, NC.
#J-18808-Ljbffr
Job Summary – Investment Banking Summer Analysts in the Capital Markets & Advisory division work on a range of financial products including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts develop financial models, perform valuation analyses, research and present transaction information, and participate in drafting, proposal and due diligence meetings.
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 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.
Knowledge Of
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.
Skill In
Communicating effectively, both orally and in writing.
Analytical skills sufficient to assess and explain events in the market.
Problem solving and solution design skills.
Thinking independently and developing ideas and strategies.
Utilizing technology and systems to produce reports, communications and presentations.
Ability To
Gather information, identify linkages and trends, and apply findings to reports.
Attend to detail while maintaining a big picture orientation.
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
Think independently on matters of significance in order to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment.
Establish and maintain effective working relationships at all levels of the organization.
Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
Assume full responsibility and accountability for own actions.
Demonstrate uncompromising adherence to ethical principles.
Be proactive and demonstrate readiness and ability to initiate action.
Education / Previous 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.
OR
Any equivalent combination of experience, education, and or training as approved by Human Resources.
Licenses / Certifications
None required.
Location
Multiple Locations
Education High School (HS)
Work Experience General Experience - None
Certifications None
Salary Range $35,568.00-$105,000.00
Travel Less than 25%
Workstyle Resident
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.
Seniority Level
Internship
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Raymond James by 2x.
Get notified about new Investment Banking Summer Analyst jobs in Charlotte, NC.
#J-18808-Ljbffr