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Raymond James Financial

Wealth management, banking, and investment services

Investment Banking Experienced Analyst - Placements/Project Management

Investment BankingPosted on Nov 10
Full-timeCentury City, Los Angeles, CA, USA$75k - $110k

About the Job

Requirements

  • A completed Bachelor's degree is required.
  • Three to six years of general experience are required.
  • Ability to determine and analyze trends from collected data to compile reports that support decision-making.
  • Ability to apply analytical processes and procedures to support research schedules.
  • Ability to interpret data by examining patterns, trends, relationships, and implications to draw conclusions and answer critical questions.
  • Ability to interpret financial information to support business decision-making.

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.
  • Conduct research using primary data sources and select information needed to analyze key themes and trends.
  • Provide financial modeling input into business cases, costs, and schedules to support business growth.
  • Write and edit materials for different target populations, tailoring tone and content to audience needs and expectations.
  • Analyze specific problems and issues and identify suitable solutions, which may be technical or professional in nature.

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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