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Raymond James Financial

Wealth management, banking, and investment services

Experienced Investment Banking Analyst - M&A

Investment BankingConfirmed live in the last 24 hours
Full-timeSt. Petersburg, FL, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • 13 months to 3 years of general work experience is required.
  • Ability to determine and analyze trends in collected data to support decision-making reports.
  • Ability to apply analytical processes and procedures to support research schedules.
  • Ability to interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions.
  • Ability to interpret financial information to support business decision-making.
  • Ability to travel less than 25%.

Responsibilities

  • Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to public and private stock issuance.
  • Participate in all aspects of the transaction process, including drafting sessions, new business proposals, and due diligence meetings.
  • Collate and analyze data using preset tools, methods, and formats while working independently.
  • Provide basic financial modeling input into business cases, costs, and schedules to support business growth.
  • Organize and prepare complex documents using standard office software and other applications for technology devices.
  • Gather and summarize data for special reports.
  • Interpret data and identify possible answers while navigating varied processes, procedures, and precedents.

About the Company

Raymond James Financial

Wealth management, banking, and investment services

Raymond James Financial provides a range of financial services to individuals, corporations, and municipalities, organized into five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other. Its offerings include financial planning and advisory services, investment banking and research, asset management products, and banking and lending through RJ Bank, earning revenue from advisory fees, commissions, and net interest income. The firm differentiates itself with a strong focus on personalized, client-centric service where financial advisors tailor strategies to each client and foster long-term relationships. Its goal is to help clients achieve their financial objectives by delivering comprehensive solutions across wealth management, banking, and capital markets through a multi-segment business model.

Company size
Not listed
Company stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962

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