2027 Investment Banking Analyst I Health Care New York

About the Role

Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL, providing financial services through its subsidiary companies. Analysts are members of a specific industry or product-focused team and are given a high level of responsibility.

Key Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, including comparative company analysis and discounted cash flow analysis on target companies.
• Provide valuable input to equity offerings, valuations, private placements, and mergers and acquisitions advisories.
• Research, analyze, present, and document drafting elements of a developing transaction.
• Develop client presentations.
• Follow current events in respective industry groups to inform Bankers about critical issues relevant to current and prospective clients.
• Maintain files related to active and prospective deals.
• Assist with recruiting and training new Analysts and Interns.
• Maintain group databases.
• Perform other duties and responsibilities as assigned.
• Formulate new business proposals.
• Develop company forecasts and valuations.
• Evaluate merger and acquisition scenarios.
• Prepare documents related to the public and private issuance of stock.
• Work on every aspect of the transaction process, including participating in drafting sessions, new business proposals, and due diligence meetings.
• Work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have appreciable latitude for un-reviewed actions or decisions.
• Lead multiple projects that have significant scope and impact.

Requirements & Tech Stack

• Microsoft Office and established databases.

Qualifications

Knowledge of

• Fundamental concepts, practices, and procedures of Investment Banking.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.

Skills

• Communicating effectively, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem solving.
• Operating standard office equipment.

Abilities

• Gather information, identify linkages and trends, and apply findings to reports.
• Attend to detail while maintaining a big picture orientation.
• Remain cognizant of commitment to daily workflow and regulatory compliance during high volume activity.
• Think independently 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.
• 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

• Bachelor’s Degree (B.A.) in a related discipline is required.
• Internship experience in a related field preferred.
• OR Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

• Securities Industry Essentials (SIE) examination
• Series 63
• Series 79
• Series 7

Education - Completed

• Accounting
• Business Administration
• Finance

Work Experience

• General Experience - None