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Raymond James Financial

Wealth management, banking, and investment services

Public Finance Investment Banking Analyst

Investment BankingConfirmed live in the last 24 hours
Full-time$70k - $120kIn-person

About the Job

Requirements

  • A bachelor's degree in business, finance, math, or a related field.
  • One to four years of related experience.
  • Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
  • Knowledge of financial markets and products.
  • Knowledge of quantitative financial analysis and data modeling.
  • Knowledge of public policy.
  • Excellent analytical, critical-thinking, and problem-solving skills sufficient to recognize and detect errors and offer resolutions.
  • Ability to communicate effectively, orally and in writing, with associates at all levels and clients.
  • Intermediate to advanced proficiency with Microsoft Word, Excel, and PowerPoint.
  • Ability to analyze financial statements and outstanding debt.
  • Ability to develop financial structures and prepare documents related to public securities issuances or private placements.
  • Ability to multitask and work in a fast-paced, team-oriented environment.
  • Ability to efficiently manage time and resources to solve quantitative and analytical challenges.
  • Ability to work under pressure from deadlines and fluctuating workloads.
  • Ability to communicate orally and in writing with all organizational levels, external clients, and industry professionals.
  • Ability to work independently and collaboratively within a team.
  • Ability to work outside normal 8:00 a.m. to 6:00 p.m. business hours.
  • Must obtain the FINRA Securities Industry Exam (SIE), Series 52, Series 63, and Series 50 licenses within 12 months of hire.

Responsibilities

  • Understand how cities, states, and public institutions finance initiatives and projects by analyzing their finances and identifying ways to improve them.
  • Help senior bankers develop financing ideas for local governments and private-sector project sponsors funding buildings, utilities, airports, schools, hospitals, community infrastructure, and transit systems.
  • Use Excel to build financial simulations forecasting project costs, savings, and repayment strategies, and leverage artificial intelligence tools in the work.
  • Research assigned industries and geographies, monitor news, reports, and trends, and inform the team about developments that may affect clients.
  • Support financings by analyzing project revenues, creating debt profiles, reviewing legal documents, working on offering statements, and assessing refinancing and cash flow.
  • Assist in preparing pitch books and proposals, including requests for proposals, to win business and communicate key information to clients.
  • Help design marketing materials explaining deals or investment opportunities to prospective buyers and investors.
  • Participate in virtual and in-person meetings with municipal clients, developers, and project sponsors when possible.

Desired Qualifications

  • Proficiency with DBC is preferred.

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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