2027 Investment Banking Summer Analyst Consumer Charlotte, NC

100 Raymond James & Associates, Inc.; Charlotte (NC); On-site; USD 25,000 - 36,000; Full time

Job summary

Raymond James is seeking an Investment Banking Summer Analyst within the Capital Markets & Advisory area. The program offers responsibility across industry- and product-focused teams, involving financial modeling, research, and participation in drafting and due diligence sessions.

The role involves assisting in debt and equity financings, M&A advisory, and client presentations, with opportunities to contribute to high-impact projects and develop capital markets acumen in a fast-paced environment.

Qualifications

• External Knowledge of: Fundamental concepts, practices, and procedures of Investment Banking.
• Skill in: Communicating effectively, both orally and in writing; analytical skills; problem solving.
• Ability to gather information, identify linkages and trends, and apply findings to reports; organize and manage tasks.
• Eligible applicants must be legally authorized to work in the US and currently enrolled in an accredited undergraduate degree program.

Responsibilities

• Develop financial models to assess debt and equity financing alternatives.
• Perform valuation methodologies, including DCF and comparable analyses.
• Provide input to equity offerings, valuations, private placements, and M&A advisories.
• Research, analyze, present, and document elements of developing transactions.
• Collaborate with Senior Bankers to create client presentations and materials.
• Analyze current events in industry groups to assess deal impact.
• Maintain databases for research and analysis.
• Perform duties requiring independent judgment and discretion.

Skills

Financial modeling

Analytical thinking

Communication skills

Team collaboration

Problem solving

Education

Undergraduate student

Tools

Microsoft Excel

PowerPoint

Financial modeling tools

Job description

Job Summary

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.

Essential Duties and Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies.
• Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
• Research, analyze, present and document drafting elements of a developing transaction.
• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.
• Maintain group databases as requested for research and analysis.
• Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Qualifications

• External Knowledge of: Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products.
• Skill in: Communicating effectively, both orally and in writing. Analytical skills sufficient to assess and explain events in the market. Problem solving and solution design skills. Thinking independently and developing ideas and strategies. Utilizing technology and systems to produce reports, communications and presentations.
• Ability to: Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big picture orientation. Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. Think independently on matters of significance in order to market ideas. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Establish and maintain effective working relationships at all levels of the organization. Utilize judgment and discretion to work independently as well as collaboratively within a team environment. Assume full responsibility and accountability for own actions. Demonstrate uncompromising adherence to ethical principles. Be proactive and demonstrate readiness and ability to initiate action.

Education/Previous Experience

Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Currently enrolled in an accredited undergraduate degree program. OR ~ Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None required. Education High School (HS) Work Experience General Experience - 4 to 6 months Workstyle Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Employer Culture and Values

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

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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Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Unlike most financial firms, Raymond James wasn’t founded on Wall Street. To this day, we pride ourselves on being a different kind of firm. We put people before products and doing what’s right over what’s easy. We believe our clients deserve all of the sophistication – innovative products, strategies and support – of the largest firms, but with a degree of personal attention that is typically only found at much smaller ones.

Thanks for your interest in working with Raymond James. No matter what role or path you choose, we are invested in helping you get ready for your search process and your career development. We have events, programs and opportunities to help you accelerate your career and achieve personal and professional success.

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Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting the growth of our associates. We value hard-working minds from all disciplines and backgrounds, creating a culture where diversity of thought and experience allows us to thrive as a community. We offer opportunities at every stage of your career. Whether you’re just starting to explore career paths, looking for a summer internship, or ready to launch your full-time career, we invest in your development through training curriculum, challenging assignments, and support of leaders and colleagues who care about your personal and professional success.

Our people-first culture is the foundation of our values, mission and pledge. Check it out to see why so many choose to work at Raymond James – and why they stay.

Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.