About the role#
As an Investment Banking Summer Analyst, you will join our Capital Markets and Advisory team to support industry or product-focused groups. You will work on a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. This role provides exposure to the full transaction process, from high-level research and due diligence to the creation of client presentations and proposals.
What you'll do#
- Build financial models to assess debt and equity financing alternatives.
- Perform valuation methodologies, including comparative company analysis and discounted cash flow analysis.
- Contribute to equity offerings, private placements, and mergers and acquisitions advisories.
- Research, analyze, and document drafting elements for active transactions.
- Partner with Senior Bankers to develop client presentation strategies and materials.
- Monitor industry trends and analyze current events to provide input on their impact to clients and deals.
- Maintain group databases for ongoing research and analysis.
What you'll need#
- Current enrollment in an accredited undergraduate degree program, with a focus in Finance, Economics, Accounting, or Business Administration.
- Knowledge of fundamental investment concepts, securities industry practices, tax, and accounting.
- Strong analytical and problem-solving skills, with the ability to identify trends and apply findings to reports.
- Proficiency in using technology to produce professional reports, communications, and presentations.
- Ability to manage multiple tasks, track assignments, and maintain attention to detail.
- Capacity to think independently, exercise discretion, and work effectively within a team environment.
- Commitment to ethical principles and the ability to take full accountability for your work.
- Proactive mindset with a readiness to initiate action.
Location & details#
- Location: San Francisco, California
- Term: Summer 2027
- Modality: On-site
- Employment: Full-time, paid internship
- Note: Applicants must be legally authorized to work in the US without sponsorship.
About Raymond James
Raymond James is a financial services firm based in St. Petersburg, Florida. Founded in 1962, the company operates as a public holding company with subsidiaries focused on investment planning, capital markets, and asset management. It supports a network of approximately 8,700 financial advisors across the United States and international markets. The firm manages $1.26 trillion in client assets as of October 2023.
How to get in at Raymond James
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