Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Analyst

$70k - $105k

Raymond James

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides 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. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Job Summary Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Analysts are expected to work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have an appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact. Essential Duties and Responsibilities Develop financial models to assess debt and equity financing alternatives for transactions. Perform valuation methodologies comparative company analysis and discounted cash flow analysis on target companies. Provide valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and document drafting elements of a developing transaction. Develop client presentations. Follow current events in respective industry groups in order to keep Bankers informed about critical issues in the news that are relevant to current and prospective clients. Maintain files related to active and prospective deals. Assist with recruiting and training new Analysts and Interns. Maintain group databases. Perform other duties and responsibilities as assigned. Qualifications - External Knowledge, Skills, and Abilities 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. Analytical skills sufficient to assess and explain events in the market. Problem solving. Operating standard office equipment's 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. Think independently in order to market ideas. 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. Educational/ Previous Experience Requirements Education/ Previous Experience Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Bachelor’s Degree (B.A.) in a related discipline is required . Internship experience in a related field preferred. OR ~ Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications In general, the following licenses are required for this position and, if applicable, must be obtained within the timeframes communicated by Raymond James: Securities Industry Essentials (SIE) examination Series 63 Series 79 Series 7 Location- New York, NY Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - None Salary Range $70,000.00-$105,000.00 Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. medical, dental, and vision life insurance critical illness insurance and accident insurance disability benefits retirement savings paid time off (including vacation, holidays, and sick leave) parental leave 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. #J-18808-Ljbffr

Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Investment Banking Analyst in Boston, MA vacancy
  •  ...Investment Banking AnalystALANTRA is a global mid-market investment banking and asset management firm with offices across Europe, the U.S....  ...expertise.ALANTRA is seeking to hire an Investment Banking Analyst to help support its M&A and capital raising advisory business... 
    Suggested
    Work at office

    Alantra

    Boston, MA
    4 days ago
  • $110k

     ...to achieve personal success and add value to our teams and communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Technology Investment Banking team in Boston, MA. As a leading investment bank, we enable growth and success for... 
    Suggested
    Full time
    Work visa

    Piper Sandler Companies

    Boston, MA
    2 days ago
  • $110k

     ...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform...  ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Summer internship
    Currently hiring
    Work visa

    William Blair

    Boston, MA
    1 day ago
  •  ...A specialized life sciences investment firm in Boston is seeking an Analyst/Senior Analyst. The ideal candidate holds a recent PhD in biological sciences and possesses 1-3 years of relevant industry experience, particularly in consulting or equity research. Responsibilities... 
    Suggested

    Outcome Capital

    Boston, MA
    5 days ago
  • ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid‑market with offices in 22 countries...  .... Overview ALANTRA is seeking to hire an Investment Banking Analyst to support its M&A and capital raising advisory business.... 
    Suggested
    Work at office

    Alantra LLC

    Boston, MA
    3 days ago
  • Raymond James in New York, NY is seeking an Analyst to join a industry- or product-focused team. You will formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios, preparing stock issuance documents. You will work... 

    Stratosoneseven

    Boston, MA
    3 days ago
  •  ...personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Experienced Analyst D.A. Davidson & Co., a leading full-service investment banking... 
    Full time
    Work at office
    Night shift
    Weekend work

    Dadavidson

    Boston, MA
    5 days ago
  • $110k

     ...estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. 2027 Investment Banking Analyst (Boston, MA) Company Overview Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial... 
    Permanent employment
    Full time
    Work experience placement
    Internship
    Local area
    Work visa
    Flexible hours

    UCI-OC Alliance

    Boston, MA
    3 days ago
  • $110k

    Business Unit:Corporate FinanceIndustry:TechnologyOverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry... 
    Internship
    Currently hiring
    Work visa

    Houlihan Lokey

    Boston, MA
    3 days ago
  • Piper Sandler in Boston is seeking a Class of 2027 Investment Banking Analyst for its Technology Investment Banking team. You will build financial models, conduct valuations, and help prepare industry and company analyses alongside senior bankers. The program begins in... 

    Piper Sandler & Co.

    Boston, MA
    5 days ago
  • William Blair in Boston seeks a candidate to support investment banking activities, performing financial analyses, building valuations, and presenting results to clients. You will work under the Investment Banking team lead, mentor interns, and help develop proposals and... 

    William Blair

    Boston, MA
    3 days ago
  • G2 Capital Advisors, based in Boston, MA, offers analysts a hybrid work model with 3-4 days in the office. The analyst supports Sell...  ...and transaction memoranda. The role provides exposure to investment banking concepts, collaboration with senior team members, and opportunities... 
    Work at office

    G2 Capital Advisors

    Boston, MA
    4 days ago
  •  ...Tech M and A Investment Banking Analyst, Associate and Vice President About the Company Acclaimed M&A investment bank Industry Investment Banking Type Privately Held About the Role The Company is a prominent M&A investment bank with a focus on... 

    Confidential

    Boston, MA
    3 days ago
  • $78k - $140.5k

    The Investment Analyst, Fixed Income is accountable for providing timely, actionable, and accurate detailed investment analysis and Buy/Hold/Sell recommendations, within the assigned coverage universe, to the various investment teams to assist them to build focused, high... 
    Full time
    Temporary work
    Local area
    Flexible hours

    John Hancock

    Boston, MA
    3 days ago
  • $80k - $150k

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital...  ...to formal, investment review group processes.Investment Analyst Role and ResponsibilitiesThe Investment Analyst will work as part... 
    Full time
    Remote work
    Flexible hours
    Shift work
    1 day per week

    Wellington Management

    Boston, MA
    14 hours ago
  • $60k - $120k

     ...Investment AnalystThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to interpretation and distribution of investment data; reporting to the Investment Committee... 
    Flexible hours
    Shift work

    Ascensus

    Newton, MA
    4 days ago
  •  ...Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management. With 6+ years of experience... 

    Medium

    Boston, MA
    3 days ago
  • $90k - $110k

     ...Overview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management and capital markets. This is a highly visible role providing interaction with senior management as well as property focused leasing... 
    Immediate start

    WS Development

    Chestnut Hill, MA
    1 day ago
  • $87.92k

     ...Be part of the Department for Business, Innovation, Science and Trade’s (BIST) mission to drive more trade and investment between North America and the UK. With a mature, high spending consumer market and an open economy, world-class talent and a business-friendly regulatory... 
    Permanent employment
    Full time
    Self employment
    Work at office
    Local area
    Work from home
    Overseas
    Visa sponsorship
    Work visa
    Monday to Friday

    Department for Business, Innovation, Science and Trade

    Boston, MA
    14 hours ago
  • $105k - $135k

     ...SPECIAL SITUATIONS ANALYST POSITION SPECIFICATION Shine Associates, LLC has been retained to search, identify and recruit a Special...  ...The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial... 
    Work at office

    Shine Associates

    Boston, MA
    2 days ago
  •  ...Research USA is part of Nerisa Group, a private family office investment team with offices in Boston, Rotterdam, and Luxembourg. The Group...  ...directly from their undergraduate studies. The Investment Analyst will develop in-depth investment theses for publicly traded U.... 
    Full time
    Internship
    Work at office
    Visa sponsorship
    Work visa

    NERISA RESEARCH USA CORP

    Boston, MA
    3 days ago
  • $90k - $180k

     ...About the Role Fixed Income Product Management (“FIPM”) at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our fixed income investors span... 
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    1 day ago
  • ## Investment Analyst, Private EquityApplylocations: Bostontime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000342**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension... 
    Work experience placement
    Local area
    Worldwide

    Cambridge Associates

    Boston, MA
    3 days ago
  •  ...around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as... 
    Local area

    Goldman Sachs

    Boston, MA
    3 days ago
  • Senior Analyst / Junior Associate - MedTech Investment Banking Position Overview Our client is seeking a highly motivated Senior Analyst / Junior Associate to join its leading MedTech Investment Banking team in either Boston or San Francisco. This role provides the opportunity... 
    Bank staff

    Prospect Rock Partners

    Boston, MA
    1 day ago
  • Citizens Bank is seeking an Investment Banking Analyst to join the Capital Markets & Advisory (CM&A) team in Boston. Analysts support senior staff across industry groups, performing financial analyses, modeling, and document preparation for middle-market transactions. Analysts... 

    Citizens

    Boston, MA
    2 days ago
  • $80k - $150k

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital...  ...the RoleTHE POSITION We are seeking an Investment Content Analyst to support the execution of our cross-asset investment content... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    1 day ago
  • $80k - $150k

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital...  ...RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    2 days ago
  • $73.35k - $122.25k

     ...can take you anywhere you want to go. Position Responsibilities Support the end-to-end operational lifecycle of private market investments, including capital calls, distributions, subscriptions, funding activities, and cash movements. Review, validate, and process... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Manulife

    Boston, MA
    6 days ago
  • $120k - $225k

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Analyst. Be the first to apply!