Financial Analyst – Investment Banking

Job Description

Tech Equities Investment Banking Analyst I/II (NYC) | Raymond James

The Tone:
This is a full-time role at Raymond James, located in New York, NY. Raymond James is a 19,889-person organization committed to client-first values, integrity, independence, and a long-term view in its investment banking services. This role is vital for an early career professional to directly contribute to the firm’s tech equities sector, supporting critical financial operations from formulating new business proposals and valuations to evaluating M&A scenarios and preparing public and private issuance documents.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $70000–$105000 yearly
• Mission: Support investment banking activities by providing comprehensive financial analysis, valuation, and transaction process support for technology equities.

What You’ll Actually Do
• Business Development: Formulate comprehensive new business proposals, actively participating in their development and presentation to secure new client engagements within the tech equities sector.
• Financial Analysis & Valuation: Develop accurate company forecasts and valuations, providing essential financial modeling input for business cases, costs, and schedules to support growth and strategic decision-making. This involves collating and analyzing data using preset tools and methods.
• Strategic Scenario Evaluation: Evaluate complex merger and acquisition scenarios, interpreting data and identifying possible answers by navigating a wide variety of processes, procedures, and precedents.
• Transaction Documentation: Prepare detailed documents related to the public and private issuance of stock, organizing complex information using various applications and technology devices, and gathering data for special reports.
• Due Diligence & Process Support: Work on every aspect of the transaction process, which includes participating in critical drafting sessions and conducting thorough due diligence meetings to ensure robust outcomes.

The Must-Haves
• Background: Bachelor’s degree is required, specifically in Business Administration or Finance, providing a foundational understanding of financial markets and business operations.
• Experience: Possess general work experience ranging from 13 months to 3 years, demonstrating initial professional capabilities and an understanding of workplace dynamics.
• Skills:
• Data Trend Analysis: Ability to determine and thoroughly analyze trends from collected data, compiling comprehensive reports that significantly assist in decision-making processes.
• Analytical Process Application: Proficiency in applying appropriate analytical processes and procedures to effectively support research schedules and project timelines.
• Data Interpretation & Conclusion Drawing: Expertly interpret complex data by examining patterns, identifying trends, understanding relationships, and assessing implications to draw meaningful conclusions and answer critical business questions.
• Financial Information Interpretation: Capacity to professionally interpret diverse financial information, translating it into actionable insights to directly support strategic business decision making.