IB Analyst: M&A, Valuations & Modeling

Raymond James & Associates; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance package

Retirement savings plan

Paid time off and parental leave

Job summary

Raymond James & Associates is seeking an analyst to formulate new business proposals, develop company forecasts and valuations, and prepare documents for stock issuance. You will participate in drafting sessions, new business proposals, and due diligence meetings in a dynamic deal environment.

The role involves researching using primary data sources, building financial models, and communicating findings to diverse audiences.

Qualifications

• Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
• Apply appropriate analytical processes and procedures to support research schedules.
• Interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions and answer critical questions.
• Professionally interpret financial information to support business decision making.

Responsibilities

• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
• Provide financial modeling input into 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.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Skills

Trend analysis

Analytical processes

Data interpretation

Financial interpretation

Education

Bachelor's degree

Job description

Raymond James & Associates is seeking an analyst to formulate new business proposals, develop company forecasts and valuations, and prepare documents for stock issuance. You will participate in drafting sessions, new business proposals, and due diligence meetings in a dynamic deal environment.

The role involves researching using primary data sources, building financial models, and communicating findings to diverse audiences.