Investment Banking Associate

Job Description

Investment Banking Analyst I/II – Defense & Government | Raymond James

The Tone:
This is an in-person role at Raymond James, located in a company office. Raymond James is a firm focused on providing investment banking services, including formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents for the public and private issuance of stock. This role is crucial as it involves working on every aspect of the transaction process, from participating in drafting sessions to contributing to new business proposals and due diligence meetings, specifically within the Defense & Government sector. Associates are expected to embody Raymond James’ core values of client-first, integrity, independence, and a conservative, long-term view. This includes demonstrating professional growth, collaborating effectively with others, making prompt and pragmatic choices, taking ownership of results, and contributing to the firm’s continuous evolution.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, a Raymond James company office

• Mission: To formulate business proposals, develop financial forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documentation for public and private stock issuances, contributing comprehensively to transaction processes.

What You’ll Actually Do
• New Business Formulation: Formulate comprehensive new business proposals and actively participate in their development, ensuring they align with strategic objectives within the Defense & Government sector.
• Financial Modeling & Valuation: Develop detailed company forecasts and valuations, providing essential financial modeling input for business cases, costs, and schedules to support growth and strategic planning.
• M&A Scenario Evaluation: Evaluate complex merger and acquisition scenarios, conducting thorough analysis of specific problems and issues to identify and recommend optimal solutions.
• Transaction Documentation: Prepare all necessary documents related to the public and private issuance of stock, contributing to every aspect of the transaction process, including participating in critical drafting sessions.
• Strategic Research & Reporting: Conduct in-depth research using primary data sources, selecting information for key themes and trends, and write and edit material tailored for various target audiences, summarizing findings for decision-making.

The Must-Haves
• Background: Bachelor’s Degree (Required). This is an early career role, designated as an Analyst I or II, making it suitable for individuals with foundational professional capabilities aiming to develop expertise in investment banking within the Defense & Government sector.
• Experience: Candidates should possess between 13 months to 3 years of general work experience, demonstrating a readiness to apply learned skills in a demanding financial environment.
• Skills: Key skills include the ability to determine and analyze trends effectively from collected data; applying appropriate analytical processes and procedures to consistently support research schedules; interpreting complex data by examining patterns, trends, relationships, and implications to draw clear, meaningful conclusions and answer critical questions; and professionally interpreting financial information to directly support robust business decision making.