Capital Structure Advisory Analyst — M&A & Valuations

Raymond James; New York (NY); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Retirement plan

Job summary

Raymond James in the United States seeks a finance professional to formulate proposals, develop forecasts, and assess M&A scenarios. You will prepare documents for stock issuance and participate in drafting sessions and due diligence meetings.

The role involves building investment models, advising on procedures, and delivering high-quality client services with guidance from senior colleagues. A strong foundation in accounting/finance and relevant experience is essential.

Qualifications

• Bachelor’s degrees in Accounting, Business Administration and Finance are required.
• General experience: 13 months to 3 years.

Responsibilities

• Conduct research using primary data sources and analyze key trends.
• Develop and amend investment models and advise on policy application.
• Prepare documents for public and private issuance of stock and due diligence.
• Support internal clients and manage relationships with key stakeholders.

Skills

Financial analysis

Due diligence

Data interpretation

Communication skills

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James in the United States seeks a finance professional to formulate proposals, develop forecasts, and assess M&A scenarios. You will prepare documents for stock issuance and participate in drafting sessions and due diligence meetings.

The role involves building investment models, advising on procedures, and delivering high-quality client services with guidance from senior colleagues. A strong foundation in accounting/finance and relevant experience is essential.