2026 Investment Banking Seasonal Analyst Sponsor, Professional & Advisory Channel Coverage, St. Petersburg, FL

Raymond James Financial, Inc. • Saint Petersburg, FL • 2d ago

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

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given?a high level?of responsibility on matters of business significance in a specific industry or product-focused team.?Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time.?Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts on the Business Development team are expected to work alongside the team throughout our lead generation process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.?

Essential Duties and Responsibilities

Work with the team to cover the following relationship channels from a relationship management, education, and transaction origination perspective:

Private Equity firms

Law firms

Accounting firms

Raymond James' own proprietary wealth advisory channel

Apply financial analysis, business experience, and market knowledge to generate client leads, while advising business owner clients and prospects on their strategic options.

Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.

Develop an understanding of investment banking transaction processes and industry-specific sectors.

Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.

Maintain group databasesand CRM systems as requested for tracking and analysis.

Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

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.

Concepts, practices and procedures of Tax and Accounting.

Financial markets and products.

Skill i n:

Communicating effectively, both orally and in writing.

Analytical skills sufficient to assess and explain events in the market.

Problem solving and solution design skills.

Thinking independently and developing ideas and strategies.

Utilizing technology and systems to produce reports, communications and presentations.

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 on matters of significance 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.

Utilize judgment and discretion to 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.

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).

Currently enrolled in an accredited undergraduate degree program.

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