Investment Banking Associate: M&A & Financial Modeling

Raymond James & Associates; New York (NY); On-site; USD 100,000 - 175,000; Full time

Job summary

Raymond James & Associates is seeking a finance-focused professional to play an integral role on an industry-focused team. Responsibilities include formulating new business proposals, developing forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to stock issuance.

The role emphasizes data-driven analysis, financial modeling, and strategic deal support. Qualified candidates will have a Bachelor's degree and 3–6 years of general experience, with

Qualifications

• Bachelor's degree completed (Required).
• General Experience: 3–6 years.
• Compensation includes base pay with potential bonuses and benefits.

Responsibilities

• Use data from diverse sources to analyze key themes and impacts on the business.
• Translate business objectives into defined business cases, costs, and schedules to support growth.
• Write and edit material for various target audiences, tailoring tone and content.
• Develop a plan and conduct NPV analysis on candidates (product pipeline); perform business case development, financial modeling, and valuation analyses.
• Support prioritization and closing of key deals of strategic/financial significance for the company.

Skills

Trend analysis

Financial modeling

Budget estimation

Numerical proficiency

Education

Bachelor's degree

Job description

Raymond James & Associates is seeking a finance-focused professional to play an integral role on an industry-focused team. Responsibilities include formulating new business proposals, developing forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to stock issuance.

The role emphasizes data-driven analysis, financial modeling, and strategic deal support. Qualified candidates will have a Bachelor's degree and 3–6 years of general experience, with