Healthcare Services IB: Senior Analyst/Associate

Raymond James Financial, Inc.; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Raymond James Financial, Inc. in Charlotte/Atlanta is seeking a Healthcare Services Investment Banking Senior Analyst/Associate I to play a key role on an industry-focused team.

You will build financial models, forecast company performance, evaluate M&A scenarios, and prepare stock issuance documents, contributing to strategic decisions. The role requires 3–6 years of general experience and a background in accounting, business, and finance.

Qualifications

• Must have strong financial modeling, forecasting and valuation skills.
• Experience building business cases and cost/schedule analysis.
• Ability to analyze data from diverse sources to inform decisions.
• Ability to translate business objectives into actionable plans and financial analyses.
• Experience with NPV analysis and presenting findings to stakeholders.

Responsibilities

• Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
• Translate business objectives into clearly defined 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.
• Develop a plan and follow up to manage net present value (NPV) analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making.
• Support to prioritize and close key deals of strategic and/or financial significance for the company.

Skills

Financial modeling

NPV analysis

Valuation

Data analysis

Business case development

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James Financial, Inc. in Charlotte/Atlanta is seeking a Healthcare Services Investment Banking Senior Analyst/Associate I to play a key role on an industry-focused team.

You will build financial models, forecast company performance, evaluate M&A scenarios, and prepare stock issuance documents, contributing to strategic decisions. The role requires 3–6 years of general experience and a background in accounting, business, and finance.