Logo of Huzzle

Investment Banking Senior Analyst/Junior Associate - Private Capital Advisory (NYC)

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • New York

AI generated summary

  • You need a related degree, 2 years' experience, strong communication and analytical skills, knowledge of investment banking, and the ability to manage tasks in a fast-paced environment.
  • You will develop financial models, perform valuations, analyze transactions, create client presentations, participate in meetings, monitor industry news, and maintain databases and files.

Requirements

  • Bachelor’s Degree (B.A.) in related field.
  • Minimum of 2 years’ experience.
  • Knowledge of:
  • Fundamental concepts, practices and procedures of Investment Banking.
  • Fundamental investment concepts, practices and procedures used in the securities industry.
  • Financial markets and products.
  • Skill in:
  • Communicate effectively, both orally and in writing.
  • Analytical skills sufficient to assess and explain events in the market.
  • Problem solving skills and the ability to think independently sufficient to market ideas.
  • Operating standard office equipments and using required software applications, including Microsoft Office and established databases.
  • Ability to:
  • Gather information, identify linkages and trends and apply findings to reports.
  • Attend to detail while maintaining a big picture orientation.
  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Work independently as well as collaboratively within a team environment.
  • Assume full responsibility and accountability for own actions.
  • Demonstrate uncompromising adherence to ethical principles.
  • Be proactive and demonstrate readiness and ability to initiate action.
  • Licenses/Certifications:
  • None required.

Responsibilities

  • Develops financial models to assess debt and equity financing alternatives for transactions
  • Performs valuation methodologies comparative company analysis and discounted cash flow analysis on target companies.
  • Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
  • Researches, analyzes, presents and documents drafting elements of a developing transaction.
  • Develops client presentations.
  • Participates in client meetings and calls.
  • Follows general current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients.
  • Maintains files related to active and prospective deals.
  • Maintains group databases – Deal Database and Weekly Status Reports.
  • Performs other duties and responsibilities as assigned.

FAQs

What is the primary job function of the Investment Banking Senior Analyst/Junior Associate in Private Capital Advisory?

The primary job function includes developing financial models, performing valuation methodologies, providing input on equity offerings and mergers, researching and documenting transactions, and participating in client meetings.

What educational background is required for this position?

A Bachelor’s Degree (B.A.) in a related field is required for this position.

How many years of experience are needed for this role?

A minimum of 2 years of experience in investment banking or a related field is required.

Are there any specific skills necessary for this position?

Yes, necessary skills include effective communication, strong analytical abilities, problem-solving skills, and proficiency in Microsoft Office and database applications.

What are the essential responsibilities of this role?

Essential responsibilities include developing financial models, conducting valuation analyses, preparing client presentations, maintaining deal databases, and researching industry trends.

Is travel required for this position?

Yes, travel is required approximately 15% of the time.

What guiding behaviors does Raymond James expect from its associates?

Raymond James expects associates to develop, collaborate, decide, deliver, and improve in alignment with the firm's core values.

Is certification required for the Investment Banking Senior Analyst/Junior Associate position?

No specific licenses or certifications are required for this position.

What types of financial products will the analyst work with?

The analyst will work with a variety of financial products including public and private debt and equity financings, as well as mergers and acquisitions.

How would you describe the work environment for this role?

The work environment is fast-paced and requires the ability to manage multiple detailed tasks and assignments with frequently changing priorities.

Finance
Industry
10,001+
Employees
1962
Founded Year

Mission & Purpose

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.13 trillion (as of 6/30/2022). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Culture & Values

  • We put clients first

  • We act with integrity

  • We value independence

  • We think long term