Raymond James Investments, Private Equity Analyst III
BBF Wealth, Florida, NY, United States
Raymond James Investments, Private Equity Associate page is loaded## Raymond James Investments, Private Equity Associatelocations:
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted Todayjob requisition id:
R-0009901**Job Description Summary****Job Description**Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.**Responsibilities:*** Support deal creation and execution for private equity investments in financial advisory firms.* Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.* Structure transactions that optimize returns and support the firm's overall investment and retention strategy.* Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.* Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.* Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.* Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.* Build and maintain relationships with internal stakeholders.**Skills:*** Expertise in equity investing, financial modeling, and valuation methodologies.* Knowledge of financial advisors’ financials and business operations, M&A transactions, capital structuring, and investment risk assessment.* Strong ability to analyze data trends and market dynamics to guide investment decisions.* Strong communication skills to engage with stakeholders* Proficiency in financial analysis tools and software to support complex deal structuring.**Education/Previous Experience*** Bachelor’s Degree (B.A.) in economics or finance and prefer a minimum of five (5) years of experience in financial services at a broker/dealer or hedge fund or private equity firm* OR ~* Any equivalent combination of experience, education, and/or training approved by Human Resources**Education**Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance**Work Experience**General Experience - 6 to 10 years**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-JM1### About Raymond JamesRaymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.### Working at Raymond JamesOur business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted Todayjob requisition id:
R-0009901**Job Description Summary****Job Description**Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.**Responsibilities:*** Support deal creation and execution for private equity investments in financial advisory firms.* Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.* Structure transactions that optimize returns and support the firm's overall investment and retention strategy.* Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.* Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.* Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.* Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.* Build and maintain relationships with internal stakeholders.**Skills:*** Expertise in equity investing, financial modeling, and valuation methodologies.* Knowledge of financial advisors’ financials and business operations, M&A transactions, capital structuring, and investment risk assessment.* Strong ability to analyze data trends and market dynamics to guide investment decisions.* Strong communication skills to engage with stakeholders* Proficiency in financial analysis tools and software to support complex deal structuring.**Education/Previous Experience*** Bachelor’s Degree (B.A.) in economics or finance and prefer a minimum of five (5) years of experience in financial services at a broker/dealer or hedge fund or private equity firm* OR ~* Any equivalent combination of experience, education, and/or training approved by Human Resources**Education**Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance**Work Experience**General Experience - 6 to 10 years**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-JM1### About Raymond JamesRaymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.### Working at Raymond JamesOur business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr