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About the Role

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, executing sell-side and buy-side M&A transactions, capital raises, strategic advisory engagements, and other corporate finance assignments for consumer companies.

Responsibilities

• Lead the execution of mergers and acquisitions, capital raising transactions, and strategic advisory engagements.
• Serve as the primary day-to-day client contact, managing relationships with executive management teams, boards of directors, private equity sponsors, and strategic buyers.
• Oversee transaction execution from initial engagement through closing, including valuation analyses, due diligence, negotiation support, documentation, and coordination among all parties.
• Direct the preparation and review of financial models, valuation analyses, confidential information memoranda, management presentations, pitch materials, and board presentations.
• Manage transaction teams by overseeing associates and analysts, providing coaching, allocating responsibilities, and ensuring the delivery of high-quality work product.
• Coordinate internal and external advisors, including legal counsel, accountants, lenders, consultants, and other transaction participants to ensure efficient execution.
• Support senior bankers in originating new business opportunities by developing marketing strategies, preparing client presentations, participating in prospect meetings, and maintaining relationships with existing and prospective clients.
• Identify industry trends, strategic opportunities, valuation developments, and market dynamics within the consumer sector to provide informed advice to clients and support business development initiatives.
• Review and ensure the accuracy, quality, and consistency of all client deliverables while maintaining adherence to firm standards and regulatory requirements.
• Drive efficient transaction management by proactively identifying execution risks, resolving issues, and maintaining project timelines.
• Mentor and develop junior bankers through regular coaching, performance feedback, and technical training to foster professional growth and team excellence.
• Collaborate with industry and product partners across the firm to deliver integrated advisory solutions and enhance client relationships.
• Contribute to the continued growth of the Consumer Investment Banking practice through thought leadership, market intelligence, and active participation in recruiting and team development initiatives.

Requirements

• Securities Industry Essentials Exam (SIE)
• Series 63
• Series 79
• Bachelor’s: Business Administration (Required)
• Bachelor’s: Finance (Required)
• Bachelor’s (Required)
• General Experience - 6 to 10 years
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
• Less than 25% travel

Skills

• Deep expertise in mergers and acquisitions, capital raising, corporate finance, and strategic advisory.
• Advanced financial modeling and valuation capabilities, including DCF, comparable company analysis, precedent transactions, LBO, merger models, and complex scenario analyses.
• Demonstrated ability to independently lead multiple live transactions from initial engagement through closing.
• Strong client relationship management skills, with the ability to serve as the primary day-to-day contact for corporate executives, private equity sponsors, and other key stakeholders.
• Proven business development capabilities, including identifying opportunities, cultivating client relationships, and supporting new client origination efforts.
• Exceptional project management skills with the ability to coordinate multiple internal and external workstreams under tight deadlines.
• Excellent written, verbal, and presentation skills, including experience presenting recommendations to executive management teams and boards of directors.
• Strong leadership and people management skills, with experience mentoring, developing, and managing associates and analysts.
• Sound commercial judgment, strategic thinking, and the ability to identify key value drivers and transaction risks.
• High degree of professionalism, integrity, and client service orientation.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms including Capital IQ, FactSet, Bloomberg, and PitchBook.
• Strong knowledge of the consumer sector, including industry trends, competitive dynamics, valuation drivers, and transaction activity.

Location

• Resident

Work Type

• Full-time

Experience Level

• 6 to 10 years

Education Level

• Bachelor’s: Business Administration
• Bachelor’s: Finance
• Bachelor’s

Salary/Compensations

• $130,000.00-$250,000.00

Benefits

• Medical, dental, and vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

About the Company

• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm
• At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
• Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.
• Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.
• Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.
• Our business is deeply focused on people and their financial well-being.
• We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.
• We believe doing well and doing good aren't mutually exclusive.
• As an established but ever-evolving company, you can start – or continue – growing your career here.
• We invest in you with wide-ranging benefits and the support of leaders and colleagues who care.
• From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
• Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.