Investment Banking Associate II - M&A & Valuation

Raymond James; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Job summary

Raymond James in Chicago seeks a senior finance professional to drive strategy through rigorous financial analysis, forecasting, and valuation. You will formulate proposals, evaluate M&A scenarios, and prepare documents for stock issuances while collaborating with industry teams.

The role requires 10–15 years of experience, Bachelor's degrees in Accounting/Business/Finance, and the ability to deliver materials for senior leadership and external audiences.

Qualifications

• Bachelor's degrees in Accounting, Business Administration, and Finance.
• 10 to 15 years of general experience.
• Experience evaluating mergers & acquisitions and public stock issuances.
• Strong financial modeling and forecasting capabilities.
• Ability to prepare materials for senior leadership and external audiences.

Responsibilities

• Make authoritative recommendations impacting the business in short and long term.
• Perform financial analysis, modeling, and evaluation to support decisions.
• Develop and write materials such as press releases or speeches for critical audiences.
• Develop plans to manage net present value analysis on product candidates.
• Support prioritization and closing of key strategic deals.

Skills

Financial analysis

Financial modeling

Valuation

Merger & Acquisition

Forecasting

Education

Accounting

Business Administration

Finance

Job description

Raymond James in Chicago seeks a senior finance professional to drive strategy through rigorous financial analysis, forecasting, and valuation. You will formulate proposals, evaluate M&A scenarios, and prepare documents for stock issuances while collaborating with industry teams.

The role requires 10–15 years of experience, Bachelor's degrees in Accounting/Business/Finance, and the ability to deliver materials for senior leadership and external audiences.