Job Summary

Under general direction, uses knowledge and skills obtained through education and experience to conduct industry and M&A market research, company financial and transaction data reporting and financial analyses to assess and identify opportunities to support the business strategy and growth of the banking sector. This person will be responsible for gathering company and market information, synthesizing, organizing and presenting data and information in reports (primarily PowerPoint) for the investment banking team and their clients as well as RJTS management and utilizing CRM tools to conduct data analytics and market research. Has the ability to contribute and generate original ideas while working both independently and collaboratively on multiple projects with significant scope and impact.

Essential Duties And Responsibilities

Collect, organize and validate data on public and private companies using internal and external data sources.
Analyze financial and market data and identify key trends to support strategies, initiatives and growth of the business.
Develop and maintain weekly reports for distribution to sector M&A banking team.
Perform financial analysis of public company comparables and precedent market transactions.
Assist in the preparation of proprietary written market analyses and presentations.
Assist in the preparation of proprietary reports for use in business development meetings with private equity and strategic clients and prospects.
Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, And Abilities

Knowledge of

Proficiency with Microsoft Office (particular Excel and PowerPoint).
Familiarity with investment banking terms, markets and products.

Skill in

Conducting market research, segmenting market financial and qualitative data.
Analyzing and interpreting financial analyses.
Performing data analytics, reporting and synthesizing.
Strong written and oral communication skills.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets.

Ability to

Support multiple detailed tasks and assignments.
Organize and manage competing priorities.
Work in a fast-paced environment with changing deadlines.
Convey information clearly and effectively.
Work independently as well as collaboratively within a team-driven environment.
Project a positive and proactive professional image.

Educational/Previous Experience Requirements

Undergraduate Degree in a business-related discipline.
~or~
Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

None Required

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.

Job :

Investment Banking

Primary Location :

US-Remote

Organization :

Investment Banking

Schedule :

Full-time

Shift :

Day Job

Travel :

No

Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)

73000