Phone: 1 (317) 975-1773

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Investment Strategies Opportunities with Raymond James

Raymond James is recruiting experienced hire candidates for Private Institutional Clients Associate I.

This role 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, referral agreements, approval memos, deal calendars, and other financial advisory needs.

Essential Duties and Responsibilities

Maintains responsibility for financial models to assess debt and equity financing alternatives for transactions. Performs valuation methodologies comparative company analysis and discounted cash flow analysis on target companies. Leads an entire transaction process from start to finish, including with sponsor management and presenting to internal approval committees comprised of senior executives. Researches, analyzes, presents, and documents drafting elements of a developing transaction. Develops client presentations. Follows general current events in respective industries and keeps colleagues informed about critical issues in the news relevant to current and potential clients. Oversees databases related to active and prospective deals. Provide management support to analysts through training, mentoring, and evaluating performance potential. Performs other duties and responsibilities as assigned.

What are we looking for?

Bachelor’s Degree (B.A.) in a related field and a minimum of 2-3 years of experience in a capital markets field. Advanced degree and/or charter(s) preferred (e.g., MBA, CFA, CAIA, etc.)

OR ~

Any equivalent combination of experience (2-3 years of Investment Banking or similar), education, and/or training as approved by Human Resources.

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