About the role#
Investment Banking Summer Analysts join our Capital Markets and Advisory team to gain hands-on experience with business-critical transactions. You will work within a specific industry or product-focused group, contributing to projects that involve debt and equity financings, mergers and acquisitions, and financial advisory services. This role offers exposure to the full transaction process, from initial research and due diligence to the creation of client materials and participation in drafting sessions.
What you'll do#
- Build financial models to evaluate debt and equity financing alternatives.
- Execute valuation methodologies, including discounted cash flow and comparative company analysis.
- Contribute to equity offerings, private placements, and merger and acquisition advisories.
- Research and analyze current events to identify their impact on industry groups and specific deals.
- Collaborate with senior bankers to design strategies for client presentations and produce unique materials.
- Maintain group databases for ongoing research and analysis.
- Document drafting elements of developing transactions.
What you'll need#
- Current enrollment in an accredited undergraduate degree program, with a focus on Finance, Accounting, Economics, or Business Administration.
- Knowledge of fundamental investment concepts, securities industry practices, and tax and accounting principles.
- Strong analytical and problem-solving skills, including the ability to identify trends and explain market events.
- Proficiency in using technology to generate reports, presentations, and communications.
- Ability to manage multiple tasks with changing priorities while maintaining high attention to detail.
- Capacity to work both independently and collaboratively within a team.
- Commitment to ethical principles and proactive initiative.
- Legal authorization to work in the US without the need for visa sponsorship now or in the future.
Location & details#
- Location: Charlotte, North Carolina
- Term: Summer 2027
- Work Modality: On-site
- Status: Full-time, paid internship
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
Securing an internship at Raymond James requires speed because the firm receives a high volume of applications. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you apply among the first. Early applicants often get their materials reviewed before the candidate pile grows too large to manage. Reaching out to the right person is often more effective than submitting an application into a general queue. Intern Insider surfaces the recruiters behind the company roles so you can contact them directly to ask about the position or a referral. This approach materially improves your response rates compared to standard methods.
