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Raymond James Logo Raymond James · Finance

Experienced Investment Banking Analyst - ESOP

United States, Saint Petersburg 70000.00 - 110000.00 USD / Year · Job Posted March 10, 2026
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Job Description

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.

Job Responsibility

  • Collate and analyze data using preset tools, methods, and formats
  • Provide basic financial modeling input into business cases, costs, and schedules to support growth in the business
  • Organize and prepare complex documents using a variety of applications for technology devices
  • Gather and summarize data for special reports
  • Interpret data and identify possible answers
  • Formulate new business proposals
  • Develop company forecasts and valuations
  • Evaluate merger and acquisition scenarios
  • Prepare documents related to the public and private issuance of stock
  • Work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings

Requirements

  • Bachelor’s: Accounting (Required)
  • Bachelor’s: Business Administration (Required)
  • Bachelor’s: Finance (Required)
  • General Experience - 13 months to 3 years
  • Determine and analyze trends from data
  • Apply appropriate analytical processes and procedures to support research schedules
  • Interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions and answer critical questions
  • Professionally interpret financial information to support business decision making
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