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Raymond James · 1 day ago

2026 Private Capital Markets Summer Analyst, New York

New York, New York - United States

Full-time

Onsite

New Grad

$60K/yr - $105K/yr

0+ years exp

Raymond James is one of the largest independent financial services firms in the country, providing trusted advice and sophisticated strategies for individuals and institutions. The Private Capital Markets Summer Analyst will assist in the execution of private capital raises and support deal teams throughout the transaction process, while also conducting research and analysis on private capital markets.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Assist in the execution of private capital raises, including minority equity, structured equity, direct secondaries, and other bespoke solutions

Support deal teams throughout the transaction process, including diligence coordination, valuation support, financial modeling assistance, preparation of investor materials, and transaction execution activities

Help build and update detailed financial models, capitalization tables, returns analyses, and waterfall structures under the guidance of senior team members

Support investor outreach efforts by preparing materials, coordinating logistics, and assisting with investor communications as needed

Collaborating cross-functionally with sector coverage, M&A, and capital markets teams to deliver integrated client solutions

Assist with origination and business development initiatives through market research, idea generation, and pitch material development

Conduct research and analysis on private capital markets, alternative asset classes, and broader macroeconomic trends to support deal structuring and client advice

Demonstrate a strong work ethic, attention to detail, intellectual curiosity, and willingness to learn across all assignments

Perform other duties or projects as assigned

Qualification

Financial modelingValuation supportFinancial statements understandingMicrosoft Office SuiteAnalytical skillsIntellectual curiosityCommunication skillsTeam collaborationAttention to detail

Required

Currently pursuing a Bachelor's Degree with expected graduation date of Spring 2027 in a business or quantitative discipline (i.e., Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or a related field) from a top-tier institution

Strong academic performance (3.7+ GPA) with a demonstrated interest in investment banking or corporate finance

Foundational understanding of financial statements and accounting

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with financial databases (e.g., CapIQ, PitchBook) is a plus but not required

Strong attention to detail, analytical rigor, and organizational skills

Effective verbal and written communication skills, with the ability to work collaboratively in a team environment

Highly motivated, intellectually curious, and able to perform in a fast-paced, team-oriented environment

Authorized to work in the United States without sponsorship