Raymond James, Investment Banking Summer Analyst via

Raymond James, 2027 Investment Banking Summer Analyst - Multiple Locations

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Raymond James is one of the largest independent financial services firms in the country. We provide trusted advice and tailored, sophisticated strategies for individuals and institutions. The firm is headquartered in St. Petersburg, FL, and offers a diverse range of financial services, including investment and financial planning, capital markets, and asset management.

We are committed to building an inclusive and diverse workforce and offering associate development through programs, mentorships, and continuing education. As an equal‑opportunity employer, we make all employment decisions on the basis of merit and business needs.

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) work on a variety of financial products—including public and private debt and equity financings, mergers and acquisitions, and financial advisory—over the internship period. Analysts enhance their financial analysis skills, deepen their understanding of capital markets and clients, and contribute ideas on projects of significant scope and impact. Responsibilities include high‑level research, creation of original work products and presentations, drafting sessions, new business proposal sessions, 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 meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
• Research, analyze, present and document drafting elements of developing transactions.
• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues relevant to clients and deals.
• Maintain group databases as requested for research and analysis.
• Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

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

• Communicating effectively, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem‑solving and solution‑design skills.
• Thinking independently and developing ideas and strategies.
• Utilizing technology and systems to produce reports, communications and presentations.

• 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 on matters of significance 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.
• Utilize judgment and discretion to 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.

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
• Currently enrolled in an accredited undergraduate degree program.

• Any equivalent combination of experience, education, and/or…