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Investment Banking Associate I (Leveraged Finance & Debt Advisory)

Raymond James Financial, Inc.

New York, NYJobSeen 3w agoSeen in employer's feed 6 days ago

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At a glance

Compensation
No compensation found
Location
New York, NY
Work Authorization
Not specified

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Job overview

Raymond James Financial seeks an Investment Banking Associate I for its Leveraged Finance & Debt Advisory team. The associate will execute financing transactions, lead credit analysis and due diligence, review financial models, prepare underwriting and marketing materials, and communicate with clients, sponsors, and lenders. The role also supports senior bankers with origination and market intelligence and mentors analysts. The posting prefers 3–5 years of relevant experience or an MBA with relevant pre-MBA experience.

Skills & qualifications

RequiredNice to have

Skills

LBO ModelingThree-Statement ModelingDebt SchedulingModel ReviewCredit Agreement MechanicsDebt StructuringWorkstream ManagementTeam ManagementWritten CommunicationVerbal CommunicationMicrosoft OfficeExcelPowerPointWordAttention to DetailWork EthicPerforming Under Pressure

Qualifications

3-5 Years Relevant Experience or MBA With Pre-MBA ExperienceMiddle-Market Sponsor Coverage

Full job description

Responsibilities:

  • Own day-to-day execution of live financing transactions, managing workstreams and timelines from mandate through close

  • Lead credit analysis and due diligence on prospective borrowers, forming and articulating a view on credit quality, structure, and market receptivity

  • Review and stress-test financial models prepared by analysts — sources & uses, pro forma capitalization, cash flow modeling, LBOs, and credit statistics — and own model integrity

  • Draft and oversee preparation of internal screening memos, deal underwriting memos, and external client pitch materials

  • Oversee production of marketing materials including teasers, investor presentations, confidential information memorandums, marketing term sheets, and lender models

  • Serve as a primary point of contact for clients, sponsors, and lenders on day-to-day execution matters

  • Support senior bankers on origination, including financing ideas, market intelligence, and pitch development for coverage and sponsor dialogues

  • Mentor, train, and review the work of analysts and summer analysts

Skills:

  • 3-5 years in leveraged finance, debt capital markets, private credit/direct lending, restructuring, or leveraged finance credit risk; or an MBA with relevant pre-MBA experience (preferred). Middle-market sponsor coverage is a plus

  • Advanced modeling proficiency: LBO, three-statement modeling, debt schedules, and the ability to review and correct the work of others

  • Working knowledge of credit agreement mechanics and debt structuring alternatives across the capital structure

  • Demonstrated ability to manage multiple live workstreams and junior team members simultaneously

  • Excellent written and verbal communication skills, with the poise to interact directly with clients and lenders

  • Proficient in Microsoft Office, including Excel, PowerPoint, and Word

  • Strong attention to detail, work ethic, and ability to perform under pressure and tight timelines

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