Raymond James, Investment Banking Summer Analyst via

Raymond James, 2027 Investment Banking Summer Analyst
- Multiple Locations - Application via Way Up

Join to apply for the Raymond James 2027 Investment Banking Summer Analyst role via Way Up.

This role is with Raymond James. Way Up is partnering with Raymond James to hire top talent.

Raymond James is one of the largest independent financial services firms in the country and offers a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company headquartered in St. Petersburg, FL. We provide financial services to individuals, corporations, and municipalities through subsidiary companies engaged primarily in investment and financial planning, as well as capital markets and asset management.

We are committed to an inclusive and diverse workforce, associate development and growth, mentorships, and continuing education opportunities. We strive to ensure everyone feels welcomed, valued, respected, and heard, so you can contribute your unique talents for the benefit of clients, your career, and our communities. Raymond James is an equal‑opportunity employer and makes all employment decisions on merit and business needs.

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. They work with a variety of financial products (public and private debt and equity financings, mergers and acquisitions, financial advisory) for a specified period. Summer Analysts 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.

They are expected to work on every aspect of the transaction process, including high‑level research projects, creation of original work product and presentations, and participation in 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 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.

• 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 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…