2027 Investment Banking Summer Analyst Consumer Charlotte, NC

Capital Markets & Advisory (CMA) Summer Analyst 

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 
Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.  

Essential Duties and Responsibilities 

• Develop financial models to assess debt and equity financing alternatives for transactions. 

• Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. 

• Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. 

• Research, analyze, present and document drafting elements of a developing transaction. 

• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. 

• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. 

• Maintain group databases as requested for research and analysis.