2025 Investment Banking Summer Associate Techology & Services- Boston, MA

Raymond James Overview 

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. 

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. 

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. 

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

Job Summary
Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry or product-focused team. Responsibilities include participation in drafting sessions, new business proposals, due diligence meetings, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Associates are expected to work on every aspect of the transaction process.

Essential Duties and Responsibilities
• Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.
• Assists with preparing standard and tailored presentations and pitches to clients.
• Collaborates with Senior Bankers to develop factual and accurate information that’s presented to the client.
• Seeks opportunities for development through the job itself, through special assignments, training, or external activities.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Concepts, practices and procedures of Investment Banking.
• Investment concepts, practices and procedures used in the securities industry.
• Concepts, practices and procedures of Tax and Accounting.
• Financial markets and products. 

Skill in:

• Communicating effectively, both orally and in writing
• Analyzing and interpreting financial statements.
• Analytical skills sufficient to assess and explain events in the market.
• Problem solving skills and the ability to think independently sufficient to market ideas.
• Defining high standards of quality and evaluate products, services, and own performance against those standards.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Gather information, identify linkages and trends and apply findin