Capital Markets & Advisory Summer Analyst

Raymond James; Charlotte (NC); On-site; USD 28,000 - 41,000; Part time

Job summary

Raymond James invites a Capital Markets & Advisory Summer Analyst to participate in a hands-on program within investment banking. You will engage in financial modeling, valuation work, and support for mergers, acquisitions, and capital markets activities, while developing deep market and client awareness.

The role emphasizes contributing ideas, drafting materials, and collaborating with senior bankers across industry-focused teams during a structured summer program.

Qualifications

• Strong communication skills (oral & written).
• Analytical skills to assess market events.
• Problem solving and solution design abilities.
• Ability to think independently and generate ideas.
• Proficiency with financial data and reporting tools.

Responsibilities

• Develop financial models to assess debt and equity financing options.
• Perform valuation analyses (comps, DCF) on targets.
• Contribute to equity offerings, private placements, and M&A advisories.
• Research and document drafting elements of transactions.
• Collaborate with senior bankers on client presentations and materials.
• Monitor industry news and assess impact on deals and clients.
• Maintain databases for research and analysis.
• Carry out duties requiring judgment and discretion in deals.

Skills

Communication

Analytical thinking

Problem solving

Independent thinking

Tech literacy

Education

Undergraduate student

Job description

Raymond James invites a Capital Markets & Advisory Summer Analyst to participate in a hands-on program within investment banking. You will engage in financial modeling, valuation work, and support for mergers, acquisitions, and capital markets activities, while developing deep market and client awareness.

The role emphasizes contributing ideas, drafting materials, and collaborating with senior bankers across industry-focused teams during a structured summer program.