IB Experienced Analyst - Secondaries (NY)

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James in New York is seeking an IB Experienced Analyst - Secondaries to help formulate proposals, develop forecasts and valuations, and participate in due diligence and drafting sessions.

The role emphasizes rigorous financial modeling, data analysis, and clear communications for diverse audiences, with a focus on secondary markets and execution of transactions.

Qualifications

• Bachelor’s degree required.
• 3–6 years general experience in finance or related field.
• Experience with mergers & acquisitions or secondary markets is a plus.

Responsibilities

• Conduct research using primary data sources and select information for analysis of key themes.
• Provide financial modeling input into business cases, costs, and schedules to support growth.
• Write and edit material for different target populations with tailored tone and content.
• Analyze problems to identify the best technical or professional solutions.
• Apply analytical processes to support research schedules and decision making.

Skills

Financial modeling

Data analysis

Market research

Written communication

Presentation skills

Problem solving

Education

Bachelor’s degree

Job description

## IB Experienced Analyst - Secondaries (NY)Apply: New York, New York - United States: Full time: Posted Today: R-0013815**Job Description Summary**Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.**Job Description**ResponsibilitiesConduct 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.SkillsDetermine 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.**Education**Bachelor’s - Completed (Required)**Work Experience**General Experience - 3 to 6 years**Certifications****Salary Range**$75,000.00-$110,000.00**Travel**Less than 25%**Workstyle**ResidentThe 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.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 firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. 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.