Investment Banking Private Capital Advisory (Placements) Associate III – New York jobs in United States
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Raymond James · 13 hours ago

Investment Banking Private Capital Advisory (Placements) Associate III – New York

positionNew York, New York - United States
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$130K/yr - $225K/yr
date15+ years exp

Raymond James is a leading financial services firm, and they are seeking an Investment Banking Private Capital Advisory Associate III to play an integral role in their department's activities. This role involves formulating new business proposals, developing company forecasts and valuations, and preparing documents related to public stock issuance.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature
Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making
Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences
Participate in formulating the strategy to manage net present value (NPV) analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Support to prioritize and close key deals of strategic and/or financial significance for the company

Qualification

Financial modelingValuation analysisData analysisBudget managementAccountingCommunicationCollaborationDecision makingProblem solving

Required

Bachelor's: Accounting (Required)
Bachelor's: Business Administration (Required)
Bachelor's: Finance (Required)
General Experience - More than 15 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
dateFounded in 1962
location
Atlanta, Georgia, USA
people-size10001+ employees
web-link
http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Recent News

PR Newswire
Raymond James, Comcast, and Gentex to Deliver Keynotes at Parks Associates' 30th CONNECTIONS™: The Premier Connected Home Conference in Santa Clara, May 5-7
2026-01-22
Private Banker International
Raymond James to acquire Clark Capital Management
2026-01-17
thefly.com
Raymond James to acquire Clark Capital Management Group, terms not disclosed
2026-01-16
Company data provided by crunchbase