Raymond James, Investment Banking Summer Analyst via

Position: Raymond James, 2027 Investment Banking Summer Analyst- Multiple Locations - Application via WayUp

Raymond James, 2027 Investment Banking Summer Analyst - Multiple Locations

Raymond James is one of the largest independent financial services firms in the country. The firm provides a diversified range of financial services to individuals, corporations, and municipalities through its subsidiary companies, including investment and financial planning, capital markets, and asset management. Raymond James is committed to developing inclusive and diverse talent, offering mentorship, continuing education opportunities, and a culture of respect and growth.

Job Summary

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. They will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute ideas on projects with significant scope and impact.

Analysts are expected to participate in every aspect of the transaction process, from high-level research to drafting sessions and due diligence meetings.

Essential Duties and Responsibilities

• 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 a developing transaction.
• 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 in the news that are relevant to current and prospective 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.

Knowledge of

• 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.

Skills

• 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.

Abilities

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

Education / Previous Experience

• 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 training as approved by Human Resources.

Licenses / Certifications

• None required.

Location

Multiple Locations

Education Level

High School (HS)

Work Experience

General Experience - None

Certifications

None

Salary Range

$35,568.00 - $

Travel

Less than 25%

Workstyle

Resident

Company Values

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client‑first, integrity, independence and a conservative, long‑term view. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Expectations for Associates

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

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