Investment Banking Analyst / Associate (Future Opportunities)

Raymond James Ltd.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading independent investment dealer is seeking passionate candidates for the Investment Banking Analyst / Associate role. The position involves conducting financial modeling and analysis, collaborating across teams, and preparing key transaction documents. Ideal candidates will possess strong financial analysis skills and relevant educational backgrounds. Competitive compensation and a comprehensive benefits package are offered.

Benefits

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Bonuses

Tuition reimbursement

Qualifications

• Proficiency in financial analysis and modeling.
• Understanding of financial principles and capital markets.
• Excellent communication skills in multiple formats.

Responsibilities

• Collaborate with team members across North America.
• Conduct financial modeling and analysis.
• Prepare transaction documents and pitch books.

Skills

Financial analysis

Financial modeling

Quantitative skills

Analytical skills

Communication skills

Relationship management

Teamwork

Attention to detail

Education

Undergraduate degree in business

CFA / CA / CPA / CBV designation

Tools

Microsoft Office

Capital IQ

Bloomberg

Job description

Overview

Join to apply for the Investment Banking Analyst / Associate (Future Opportunities) role at Raymond James Ltd.

Raymond James Ltd. is Canada’s leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Investment Banking Analyst / Associate (Future Opportunities)

We are always looking for talented individuals to join our team. If you are passionate about investment banking, submit your resume for future opportunities. We may not have an immediate opening, but we will keep your information on file and contact you when a suitable position arises.

Role Impact

Our investment banking team of over 350 professionals across North America focuses on servicing corporate finance and financial advisory needs, including mergers & acquisitions, public offerings, private placements, and syndication. We also provide advisory services such as mergers, acquisitions, divestitures, fairness opinions, and valuations.

Responsibilities

• Collaborate with Analysts, Associates, VPs, and senior bankers across Canada and the US.
• Conduct financial modeling and analysis, including DCF, comparable company, and precedent transaction analyses.
• Perform industry research and data analysis.
• Build and maintain financial models and industry databases.
• Assist in preparing transaction documents, pitch books, and company information for business development.

What We Offer

We value our people and offer a competitive compensation and benefits package, including health benefits, RRSP matching, employee stock purchase plan, paid time off, volunteer days, bonuses, tuition reimbursement, and more. We support internal growth and community involvement.

Candidate Qualifications

• Proficiency in financial analysis and modeling.
• Understanding of finance principles and capital markets.
• Proficiency in Microsoft Office; willingness to learn new applications.
• Strong quantitative and analytical skills.
• Ability to meet deadlines in a high-volume environment with attention to detail.
• Excellent communication and relationship management skills, including face-to-face, email, video, and phone etiquette.
• Ability to work independently and in teams.
• Discretion in handling confidential information.
• Proficiency in French is an asset.

Educational and Experience Requirements

• Undergraduate degree in a business-related discipline and / or CFA / CA / CPA / CBV designation.
• 1-3 years of experience in investment banking, corporate finance, or related fields.
• Recent graduates are encouraged to apply.
• Experience with Capital IQ and Bloomberg is a plus.

Our Values

• Grow professionally and inspire others.
• Work collaboratively to achieve goals.
• Make pragmatic decisions with the client in mind.
• Take ownership and accountability.
• Contribute to the firm’s evolution.

Inclusion & Equal Opportunity

We celebrate diversity and are committed to providing equal opportunities. Candidates requiring accommodations should contact Human Resources at [e-mail].