Raymond James · 1 day ago
Acquisition Analyst I – Analytics
St. Petersburg, FL
Full-time
Onsite
Mid Level
3+ years expRaymond James is a financial services firm, and they are seeking an Acquisition Analyst I to prepare financial projections for multi-family real-estate investments. The role involves maintaining financial models, auditing projections, analyzing variances, and preparing reports for investors.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Maintains financial models projecting the operating performance and net after-tax benefits of multi-family real-estate investments
Audits financial models prepared by others to ensure projections are accurate and consistent with current tax legislation and RJAHI’s investment guidelines
Analyzes variances between our models and actual operating performance observed at the properties
Prepares benefit projections to fulfill reporting requirements to investors in existing funds and to assist in the marketing of new funds to prospective investors
Prepares reporting and analysis to assist in responding to investor due diligence requests
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree (B.A.) in finance, accounting or related field
General Experience - 3 to 6 years
Advanced skills in Microsoft Excel and a strong interest in the use of complex project finance models
Reading and understanding tax returns, financial statements, operating and cost budgets, and LIHTC specific documentation
Communicating effectively orally and in writing
Preparing and interpreting real estate financial projections and reporting
Utilizing database and document management software to gather varied and complex information
Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets
Work independently as well as collaboratively within a team environment
Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
Provide accurate and high quality work product in a timely manner
Convey information clearly and effectively through both formal and informal documents
Gather data from multiple sources, review, and accurately input data into various spreadsheets and databases
With some guidance/supervision, identify required tasks, develop timelines and execute
Demonstrate sensitivity to customer needs (both internal and external) and proactively address customer needs
Project a positive, professional image with both internal and external business contacts
Assume full responsibility and accountability for own actions
Demonstrate uncompromising adherence to ethical principles
Preferred
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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 CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
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