Investment Banking Summer Analyst

2027 Investment Banking Summer Analyst - Multiple Locations

Raymond James, one of the largest independent financial services firms in the United States, is recruiting Summer Analysts for the 2027 cohort across multiple locations.

Raymond James focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Headquartered in St. Petersburg, FL, the company offers a diversified portfolio of financial services—including investment banking, financial planning, capital markets, and asset management—through its subsidiary companies.

Investment Banking Summer Analysts work within the Capital Markets & Advisory area, providing high‑level analysis and support on transactions such as public and private debt, equity financings, mergers and acquisitions, and financial advisory. Analysts will develop financial skills, gain exposure to a breadth of financial products, and contribute to projects with significant scope and impact.

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, including comparative company analysis and discounted cash flow analysis, on target companies.
• Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
• Research, analyze, present and document drafting elements of developing transactions.
• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
• Analyze industry events and provide input on the impact of critical issues on current and prospective clients and deals.
• Maintain group databases for research and analysis.
• Perform additional duties as assigned, including those requiring independent judgment and discretion on matters of business significance.

• 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.

• Communicate effectively, both orally and in writing.
• Apply analytical skills to assess and explain market events.
• Employ problem‑solving and solution‑design skills.
• Think independently and develop ideas and strategies.
• Utilize technology and systems to produce reports, communications, and presentations.

• Gather information, identify linkages and trends, and apply findings to reports.
• Attend to detail while maintaining a big‑picture orientation.
• Operate within regulatory compliance during high‑volume activity.
• Think independently on matters of significance to market ideas.
• Organize, manage, and track multiple detailed tasks and assignments with shifting priorities in a fast‑paced environment.
• Establish and maintain effective relationships at all levels of the organization.
• Utilize judgment and discretion to work independently and collaboratively.
• Assume full responsibility and accountability for own tequila actions.
• Demonstrate unwavering adherence to ethical principles.
• Be proactive and demonstrate readiness to initiate action.

• Eligible applicants must be legally authorized to work in the U.S. and not require visa sponsorship now or in the future.
• Currently enrolled in an accredited undergraduate degree program.
• OR any equivalent combination of experience, education, and/or training approved by Human Resources.

• None required.

Multiple Locations across the United States.

High School (HS)

None required.

$35,568.00 – $105 març 000.00

Less than 25%

Resident

• 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, our people‑first culture honors, values, and respects the uniqueness, experiences, and backgrounds of all Associates. When associates bring their best authentic selves,immung our organization, clients, and communities thrive.

Raymond James is an equal opportunity employer and makes all employment decisions based on merit and business needs.