Raymond James · 3 months ago
Industrials - Security & Safety Investment Banking Analyst II (Chicago)
Raymond James is a financial services firm, and they are seeking an Investment Banking Analyst II to formulate new business proposals and develop company forecasts. The role involves evaluating merger and acquisition scenarios and participating in the transaction process, including drafting sessions and due diligence meetings.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Advise others on how to design new processes and systems that meet professional standards
Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines
Explore issues or needs, establishing potential causes and barriers, as well as related issues
May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers
Qualification
Required
Bachelor's: Accounting (Required)
Bachelor's: Business Administration (Required)
Bachelor's: Finance (Required)
General Experience - 13 months to 3 years
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
Private Banker International
2026-01-17
2026-01-16
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