2027 Investment Banking Analyst I Diversified Industrials McLean

About the Role

Raymond James is seeking an Analyst for the Diversified Industrials team in McLean, VA. Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have an appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact.

Key Responsibilities

• 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.
• Work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.
• 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 valuable input to equity offerings, valuations, private placements, 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 keep Bankers informed 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.

Requirements & Tech Stack

• Microsoft Office
• Established databases

Qualifications

• Knowledge
• 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 and using required software applications.

Internship experience in a related field preferred.

Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future.

Education/Previous Experience

• Bachelor’s Degree (B.A.) in a related discipline is required.
• 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

Licenses must be obtained within the timeframes communicated by Raymond James.

Education Focus

• Bachelor’s: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance

Experience

• General Experience - None