Raymond James→
Technology & Services Investment Banking… at Raymond James · Boston
Entry LevelOn-siteFull-timeBoston, MA$80k–$110k/yr
Skills
financial modelingvaluation analysisinvestment banking knowledgemicrosoft officeanalytical skills
Job Description
Summary: Raymond James is a financial services firm that provides a variety of financial products and advisory services. The Technology & Services Investment Banking Analyst II will work with public and private debt and equity financings, mergers and acquisitions, and contribute throughout the transaction process by developing financial models and performing valuation analyses.
Responsibilities:
- Develops financial models to assess debt and equity financing alternatives for transactions
- Performs valuation analyses, including comparable company analysis and discounted cash flow analysis, on target companies
- Provides valuable input on equity offerings, valuations, private placements, and mergers and acquisitions advisory work
- Researches, analyzes, presents, and drafts documentation elements for developing transactions
- Develops client presentations
- Follows current events in respective industry groups and keeps bankers informed about critical issues in the news relevant to current and potential clients
- Maintains files related to active and prospective deals
- Maintains group databases, including the Deal Database and Weekly Status Reports
- Performs other duties and responsibilities as assigned
Required Qualifications:
- Bachelor's Degree (B.A.) in related field
- Minimum of 1 year experience
- Bachelor's: Accounting (Required)
- Bachelor's: Business Administration (Required)
- Bachelor's: Finance (Required)
- General Experience - 13 months to 3 years
- Knowledge of fundamental concepts, practices and procedures of Investment Banking
- Knowledge of fundamental investment concepts, practices and procedures used in the securities industry
- Knowledge of financial markets and products
- Skill in communicating effectively, both orally and in writing
- Skill in applying analytical skills to assess and explain market events
- Skill in solving problems and thinking independently in order to develop and market ideas
- Skill in operating standard office equipment and using required software applications, including Microsoft Office and established databases
- Ability to gather information, identify linkages and trends, and apply findings to reports
- Ability to attend to detail while maintaining a big‑picture orientation
- Ability to remain cognizant of the commitment to daily workflow and regulatory compliance during high‑volume activity
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment
- Ability to establish and maintain effective working relationships at all levels of the organization
- Ability to work independently as well as collaboratively within a team environment
- Ability to assume full responsibility and accountability for one's own actions
- Ability to demonstrate uncompromising adherence to ethical principles
- Ability to be proactive and demonstrate the readiness and ability to initiate action
Required Skills: Financial modeling, Valuation analysis, Investment banking knowledge
Important Skills: Microsoft Office
Nice-to-Have Skills: Analytical skills