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Investment Banking - Private Capital Markets Analyst III (New York)
full-timeNew York$80k - $125k

Summary

Location

New York

Salary

$80k - $125k

Type

full-time

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About this role

Job Description Summary

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. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.

Job Description

Responsibilities

  • Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
  • Provide financial modeling input into business cases, costs, and schedules to support growth in the business.
  • Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
  • Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.


Skills

  • Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
  • Apply appropriate analytical processes and procedures to support research schedules.
  • Interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions and answer critical questions.
  • Professionally interpret financial information to support business decision making. 

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$80,000.00-$125,000.00

Travel

Less than 25%

Workstyle

Resident

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

Other facts

Tech stack
Financial Modeling,Data Analysis,Business Proposals,Valuations,Mergers and Acquisitions,Due Diligence,Trend Analysis,Report Compilation,Financial Information Interpretation,Analytical Processes,Research Support,Complex Solutions Evaluation,Tailored Communication,Forecasting,Client Focus,Decision Making

About Raymond James

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1962

What you'll do

  • The analyst will formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios. They will participate in drafting sessions and due diligence meetings throughout the transaction process.

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Frequently Asked Questions

What does Raymond James pay for a Investment Banking - Private Capital Markets Analyst III (New York)?

Raymond James offers a competitive compensation package for the Investment Banking - Private Capital Markets Analyst III (New York) role. The salary range is USD 80k - 125k per year. Apply through Clera to learn more about the full compensation details.

What does a Investment Banking - Private Capital Markets Analyst III (New York) do at Raymond James?

As a Investment Banking - Private Capital Markets Analyst III (New York) at Raymond James, you will: the analyst will formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios. They will participate in drafting sessions and due diligence meetings throughout the transaction process..

Why join Raymond James as a Investment Banking - Private Capital Markets Analyst III (New York)?

Raymond James is a leading Financial Services company. The Investment Banking - Private Capital Markets Analyst III (New York) role offers competitive compensation.

Is the Investment Banking - Private Capital Markets Analyst III (New York) position at Raymond James remote?

The Investment Banking - Private Capital Markets Analyst III (New York) position at Raymond James is based in New York, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Investment Banking - Private Capital Markets Analyst III (New York) position at Raymond James?

You can apply for the Investment Banking - Private Capital Markets Analyst III (New York) position at Raymond James directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Raymond James on their website.