Investment Banking Associate — M&A, Valuation & Modeling

100 Raymond James & Associates, Inc.; City of Rochester (NY); On-site; USD 100,000 - 175,000; Full time

Job summary

Raymond James is seeking a seasoned professional to contribute to a cross-functional team focused on complex financial analysis. You will formulate new business proposals, develop company forecasts and valuations, and evaluate merger and acquisition scenarios, including preparation of documents related to stock issuance.

The role emphasizes translating business needs into robust business cases and managing financial modeling and valuation tasks to support strategic investment decisions.

Qualifications

• Bachelor’s degree required.
• 3–6 years of general work experience.
• Experience with financial analysis and investment valuation.
• Knowledge of capital markets and IPO processes.

Responsibilities

• Analyze data from diverse sources to inform business decisions.
• Translate objectives into business cases, costs, and schedules.
• Develop proposals and prepare documents for public stock issuance.
• Support prioritization and closing of deals of strategic significance.

Skills

Financial modeling

Valuation

M&A analysis

Forecasting

Education

Bachelor’s - Completed (Required)

Job description

Raymond James is seeking a seasoned professional to contribute to a cross-functional team focused on complex financial analysis. You will formulate new business proposals, develop company forecasts and valuations, and evaluate merger and acquisition scenarios, including preparation of documents related to stock issuance.

The role emphasizes translating business needs into robust business cases and managing financial modeling and valuation tasks to support strategic investment decisions.