Investment Banking Analyst: M&A, Forecasting & Valuations

100 Raymond James & Associates, Inc.; City of Rochester (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

Raymond James in Rochester, NY is seeking a financial analyst to formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios across the transaction lifecycle.

The role involves conducting research, building financial models, and preparing documents for stock issuances, while supporting growth through data-driven analysis and clear communication to stakeholders.

Qualifications

• Experience with financial modeling and valuation.
• Ability to analyze data and support decision-making.
• Experience drafting proposals and due diligence materials.

Responsibilities

• Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to stock issuance.
• Conduct research using primary data sources, and select information needed for 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 tone and content for the audience.
• Analyze problems to find the best solutions, which could be technical or professional in nature.

Skills

Financial modeling

Data analysis

Business forecasting

Education

Bachelor’s - Completed (Required)

Job description

Raymond James in Rochester, NY is seeking a financial analyst to formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios across the transaction lifecycle.

The role involves conducting research, building financial models, and preparing documents for stock issuances, while supporting growth through data-driven analysis and clear communication to stakeholders.