Technology & Services Investment Banking Analyst II (Boston)
Raymond James Financial Services, Boston, MA, United States
Investment Banking Analyst
Under administrative direction, uses extensive knowledge and skills obtained through education and experience to work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory services. The analyst will contribute to and generate ideas throughout the entire transaction process. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity, with appreciable latitude for unreviewed actions or decisions. Leads multiple large projects with significant scope and impact.
Essential Duties and Responsibilities
Develops financial models to assess debt and equity financing alternatives for transactions.
Performs valuation analyses, including comparable company analysis and discounted cash flow analysis, on target companies.
Provides valuable input on equity offerings, valuations, private placements, and mergers and acquisitions advisory work.
Researches, analyzes, presents, and drafts documentation elements for developing transactions.
Develops client presentations.
Follows current events in respective industry groups and keeps 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, including the Deal Database and Weekly Status Reports.
Performs other duties and responsibilities as assigned.
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
Communicating effectively, both orally and in writing.
Applying analytical skills to assess and explain market events.
Solving problems and thinking independently in order to develop and market ideas.
Operating standard office equipment and using required software applications, including Microsoft Office and established databases.
Ability
Gathering information, identifying linkages and trends, and applying findings to reports.
Attending to detail while maintaining a big-picture orientation.
Remaining cognizant of the commitment to daily workflow and regulatory compliance during high-volume activity.
Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Establishing and maintaining effective working relationships at all levels of the organization.
Working independently as well as collaboratively within a team environment.
Assuming full responsibility and accountability for one's own actions.
Demonstrating uncompromising adherence to ethical principles.
Being proactive and demonstrating the readiness and ability to initiate action.
Education/Previous Experience
Bachelor's Degree (B.A.) in related field.
Minimum of 1 year experience.
Education
Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Salary Range
$80,000.00-$110,000.00
Travel
Less than 25%
Workstyle
Resident
At 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 firm
At 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.
Under administrative direction, uses extensive knowledge and skills obtained through education and experience to work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory services. The analyst will contribute to and generate ideas throughout the entire transaction process. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity, with appreciable latitude for unreviewed actions or decisions. Leads multiple large projects with significant scope and impact.
Essential Duties and Responsibilities
Develops financial models to assess debt and equity financing alternatives for transactions.
Performs valuation analyses, including comparable company analysis and discounted cash flow analysis, on target companies.
Provides valuable input on equity offerings, valuations, private placements, and mergers and acquisitions advisory work.
Researches, analyzes, presents, and drafts documentation elements for developing transactions.
Develops client presentations.
Follows current events in respective industry groups and keeps 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, including the Deal Database and Weekly Status Reports.
Performs other duties and responsibilities as assigned.
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
Communicating effectively, both orally and in writing.
Applying analytical skills to assess and explain market events.
Solving problems and thinking independently in order to develop and market ideas.
Operating standard office equipment and using required software applications, including Microsoft Office and established databases.
Ability
Gathering information, identifying linkages and trends, and applying findings to reports.
Attending to detail while maintaining a big-picture orientation.
Remaining cognizant of the commitment to daily workflow and regulatory compliance during high-volume activity.
Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Establishing and maintaining effective working relationships at all levels of the organization.
Working independently as well as collaboratively within a team environment.
Assuming full responsibility and accountability for one's own actions.
Demonstrating uncompromising adherence to ethical principles.
Being proactive and demonstrating the readiness and ability to initiate action.
Education/Previous Experience
Bachelor's Degree (B.A.) in related field.
Minimum of 1 year experience.
Education
Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Salary Range
$80,000.00-$110,000.00
Travel
Less than 25%
Workstyle
Resident
At 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 firm
At 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.