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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

• Execute sell-side and buy-side M&A transactions, capital raises, strategic advisory engagements, and other corporate finance assignments.
• Develop and maintain complex financial models, valuation analyses, and operating forecasts to support client engagements.
• Prepare high-quality client deliverables, including pitch presentations, marketing materials, confidential information memoranda, management presentations, and board materials.
• Conduct industry, company, and competitive research to identify trends, market dynamics, and strategic opportunities within the consumer sector.
• Coordinate due diligence processes, data room management, and interactions among clients, buyers, investors, legal counsel, accountants, and other advisors.
• Manage day-to-day execution workstreams, ensuring transaction timelines, deliverables, and client expectations are met.
• Support senior bankers in developing new business opportunities by preparing marketing materials, identifying prospective clients, and participating in client meetings.
• Review analysts' financial models and presentation materials, providing coaching and quality control to ensure accuracy and consistency.
• Monitor capital markets, M&A activity, valuation trends, and sector developments to provide timely insights to clients and internal teams.
• Collaborate with cross-functional industry and product teams to deliver comprehensive advisory solutions.
• Uphold the firm's standards for professionalism, confidentiality, regulatory compliance, and risk management throughout all client engagements.
• Contribute to the continued growth of the Consumer Investment Banking practice through 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 - 3 to 6 years
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
• Travel Less than 25%

Skills

• Strong understanding of corporate finance, valuation methodologies, financial statement analysis, and M&A transaction processes.
• Advanced financial modeling skills, including three-statement models, DCF, comparable company analysis, precedent transactions, LBO, and merger models.
• Experience preparing client-facing materials, including pitch books, confidential information memoranda (CIMs), management presentations, and board materials.
• Excellent analytical and problem-solving abilities with strong attention to detail and accuracy.
• Ability to manage multiple live transactions and business development initiatives simultaneously in a fast-paced environment.
• Strong project management and organizational skills, with the ability to prioritize competing deadlines.
• Effective written and verbal communication skills, including the ability to present complex financial concepts clearly to senior bankers and clients.
• Demonstrated leadership skills with experience mentoring and developing analysts.
• Strong interpersonal skills and the ability to build productive relationships with clients, management teams, investors, and internal stakeholders.
• High level of professionalism, integrity, sound judgment, and commitment to client service.
• Proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms such as Capital IQ, FactSet, Bloomberg, and PitchBook.
• Knowledge of the consumer sector, including industry trends, competitive dynamics, and key value drivers.

Location

• Resident

Work Type

• Full-time

Experience Level

• 3 to 6 years

Education Level

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

Salary/Compensations

• $100,000.00-$175,000.00

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.