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Investment Banking - Private Capital Markets Analyst II (New York)

Raymond James
Posted 2 months ago, valid for 15 days
Location

New York, NY 10008, US

Salary

$72,000 - $86,400 per year

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Contract type

Full Time

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Sonic Summary

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  • The job involves formulating business proposals, developing forecasts and valuations, and preparing documentation for stock issuance.
  • Candidates should have between 13 months to 3 years of general experience in finance or a related field.
  • The position requires a Bachelor's degree in Accounting, Business Administration, or Finance, and a Securities Industry Essentials Exam certification is preferred.
  • The salary range for this position is between $80,000 and $125,000.
  • Responsibilities include analyzing data, providing financial modeling, and tailoring communication to various audiences.

Job Description Summary

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.

Job Description

Responsibilities

  • Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
  • Provide financial modeling input into business cases, costs, and schedules to support growth in the business.
  • Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
  • Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.


Skills

  • Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
  • Apply appropriate analytical processes and procedures to support research schedules.
  • Interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions and answer critical questions.
  • Professionally interpret financial information to support business decision making. 

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$80,000.00-$125,000.00

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 




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