Raymond James Financial, Inc. logo

Investment Banking Analyst II (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 Analyst II for its Leveraged Finance & Debt Advisory team. The analyst conducts credit analysis and due diligence, builds financial models, prepares internal and client-facing materials, and supports transaction execution. The posting prefers 1–3 years in relevant finance areas and middle-market sponsor coverage, and asks for modeling proficiency, Microsoft Office proficiency, communication, attention to detail, and the ability to perform under pressure.

Skills & qualifications

RequiredNice to have

Skills

Credit AnalysisFinancial ModelingLBO ModelingThree-Statement ModelingDebt SchedulingWritten CommunicationVerbal CommunicationMicrosoft OfficeExcelPowerPointWordAttention to DetailWork EthicPerforming Under Pressure

Qualifications

1+ Years Relevant Finance ExperienceMiddle-Market Sponsor Coverage

Full job description

Responsibilities:

  • Conduct detailed credit analysis and due diligence on prospective borrowers

  • Build and maintain complex financial models: sources & uses, pro forma capitalization, cash flow modeling, LBOs, and credit statistics

  • Preparation of internal screening memos, deal underwriting memos, and external client pitch materials

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

  • Support with execution of transactions including data room management, compiling answers to lender due diligence questions, tracking lender engagement, etc.

Skills:

  • 1-3 years in leveraged finance, debt capital markets, private credit/direct lending, restructuring, credit research, or leveraged finance credit risk (preferred). Middle-market sponsor coverage is a plus

  • Demonstrated modeling proficiency: LBO, three-statement modeling, debt schedules, etc.

  • Excellent written and verbal communication skills

  • 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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