Raymond James Investments – Private Equity Associate II
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Expertise in equity investing, financial modeling, and valuation methodologies.
- Knowledge of financial advisors’ financials and business operations, M&A transactions, capital structuring, and investment risk assessment.
- Strong ability to analyze data trends and market dynamics to guide investment decisions.
- Strong communication skills to engage with stakeholders, negotiate transactions, and present investment cases.
- Proficiency in financial analysis tools and software to support complex deal structuring.
- Proven ability to lead investment initiatives and navigate complex financial transactions independently.
- Bachelor’s Degree (B.A) in related field with eight (8) to ten (10) years of relevant experience in the financial services industry.
Responsibilities
- Lead deal creation and execution for private equity investments in financial advisory firms.
- Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
- Structure transactions that optimize returns and support the firm’s overall investment and retention strategy.
- Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
- Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
- Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James’ operational and strategic goals.
- Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.
- Build and maintain relationships with financial advisors, routinely presenting and explaining the offering to advisors.
- Act as a thought partner on Practice Capital Solutions program evolution.
Preferred Qualifications
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No preferred qualifications provided.