Investment Banking Associate II — M&A, Valuation & Modeling

Raymond James & Associates; New York (NY); On-site; USD 100,000 - 200,000; Full time

Job summary

Raymond James & Associates in New York seeks a senior finance professional to help formulate business proposals, develop forecasts, evaluate merger and acquisition scenarios, and prepare stock issuance documents.

Responsibilities include strategic financial analysis, modeling, and creating highly visible materials for critical audiences; you will help manage NPV analyses and drive decisions on key deals with a focus on long‑term value for the firm.

Qualifications

• Bachelor's degree in accounting, business administration or finance is required.
• Strong financial modeling and data analysis skills are essential.
• Experience with budgeting, forecasting and financial planning is preferred.

Responsibilities

• Make authoritative recommendations that have a significant impact on the business over the short and long term.
• Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.
• Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.
• 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

Data analysis

Budget management

Forecasting

Education

Accounting (Required)

Business Administration (Required)

Finance (Required)

Job description

Raymond James & Associates in New York seeks a senior finance professional to help formulate business proposals, develop forecasts, evaluate merger and acquisition scenarios, and prepare stock issuance documents.

Responsibilities include strategic financial analysis, modeling, and creating highly visible materials for critical audiences; you will help manage NPV analyses and drive decisions on key deals with a focus on long‑term value for the firm.