Investments, Private Equity Analyst

Job Description Summary

Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long‑term value.

• Support deal creation and execution for private equity investments in financial advisory firms.
• Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
• Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
• Prepare key investment memos, pitch books, and financial reports to support decision‑making and investment approval.
• Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
• Oversee post‑investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
• Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.

• Experience in finance, financial modeling, and valuation methodologies.
• Knowledge of PnLs, M&A transactions, capital structuring, and investment risk assessment.
• Strong ability to analyze data trends and market dynamics to guide investment decisions.
• Strong communication skills to engage with stakeholders.
• Proficiency in financial analysis tools and software to support complex deal structuring.

• Bachelor's Degree and a minimum of one (3) years experience in a related field.
• Any equivalent combination of education, training or experience approved by Human Resources.

General Experience - 13 months to 3 years

Less than 25%

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.