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Raymond James Financial

Wealth management, banking, and investment services

Investment Banking Analyst 1 Private Capital Advisory

Investment BankingPosted on Nov 13
Full-timeNew York, NY, USA$70k - $105kIn-person

About the Job

Requirements

  • A completed bachelor's degree in Accounting, Business Administration, or Finance.
  • 13 months to 3 years of general work experience.

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 every aspect of the transaction process, including drafting sessions, new business proposals, and due diligence meetings.

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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