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Private Capital Markets – Analyst III
| Company | Raymond James Financial |
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| Location | New York, NY, USA |
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| Salary | $80000 – $125000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- Bachelor’s Degree required in Finance, Economics, Accounting, or a related field from a top-tier institution.
- 1–3 years of investment banking, private equity, or a relevant financial services experience; M&A transaction experience a plus.
- Strong understanding of financial statements and accounting.
- Advanced proficiency in Microsoft Office Suite and working knowledge of financial databases (e.g., CapIQ, PitchBook).
- Exceptional attention to detail, analytical rigor, and organizational skills.
- Strong verbal and written communication skills, with the ability to interface directly with clients, investors, and senior bankers.
- Highly motivated with a demonstrated ability to thrive in a fast-paced, team-oriented environment.
- Authorized to work in the United States without sponsorship.
Responsibilities
- Supporting the execution of private capital raises, including minority equity, structured equity, direct secondaries, and other bespoke solutions.
- Managing of end-to-end deal processes, including diligence, valuation, financial modeling, investor materials preparation, and transaction execution.
- Building and maintaining detailed financial models, capitalization tables, returns scenarios, and waterfall analyses.
- Driving investor outreach strategies, including coordinating roadshows and negotiating key transaction terms.
- Collaborating cross-functionally with sector coverage, M&A, and capital markets teams to deliver integrated client solutions.
- Supporting origination efforts through idea generation, market analysis, and pitch material development.
- Mentoring and managing junior analyst team members to ensure high-quality deliverables and professional growth.
- Monitoring market trends across private capital, alternative asset classes, and broader macroeconomic factors impact deal structuring.
- Contributing the refinement and institutionalization of internal processes, quality control systems, and knowledge management tools.
- Demonstrating initiative, attention to detail, and a strong sense of ownership across all workstreams.
- Undertake other duties or projects as assigned.
Preferred Qualifications
- M&A transaction experience a plus.
