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About the Role

Serve as a senior member of the Private Markets & Alternatives platform, originating, structuring, and executing complex private market transactions and capital raises across equity and credit strategies, with a focus on liaising with Raymond James Capital Markets. This role requires extensive experience leading transactions from inception through closing, including underwriting, structuring, investor positioning, and negotiation. You will operate with a high degree of autonomy, interfacing with senior internal leadership, external sponsors, and institutional investors, while driving investment recommendations and influencing capital allocation decisions.

Responsibilities

Lead transaction execution and capital formation
Originate, evaluate, and structure private market opportunities, including direct equity, private credit, and special situations investments
Lead end-to-end execution of transactions, including diligence, structuring, negotiation, and closing
Design and implement capital raise strategies, including positioning, investor targeting, and allocation frameworks
Build and oversee advanced financial models evaluating complex capital structures and return scenarios
Lead valuation analysis across methodologies (DCF, comps, precedent transactions, scenario modeling)
Structure terms across equity and debt instruments, including governance, economics, and downside protections
Own preparation and presentation of investment recommendations to internal committees comprised of senior executives
Clearly articulate key risks, return drivers, and structuring considerations
Drive consensus and influence final investment decisions
Serve as a senior point of contact with sponsors, issuers, and placement agents
Lead negotiations on transaction terms, referral structures, and investor rights
Partner closely with Financial Advisors and internal distribution teams to position opportunities effectively
Oversee multiple concurrent transactions with significant complexity and visibility
Drive internal coordination across diligence, legal, compliance, and distribution functions
Establish best practices for deal evaluation, structuring, and execution
Mentor and develop junior team members, including Associates and Analysts
Provide guidance on underwriting, modeling, and transaction execution
Contribute to recruiting and team-building efforts

Requirements

Advanced private markets investing, including direct equity, private credit, and structured transactions
Capital raising processes, investor dynamics, and allocation frameworks
Legal and structural considerations across private investments
Leading complex negotiations with sophisticated counterparties
Synthesizing investment views and communicating recommendations to senior stakeholders
Structuring transactions to optimize risk-adjusted returns
Managing multiple high-priority transactions in a fast-paced environment
Operate independently with full accountability for transaction outcomes
Influence senior stakeholders and drive investment decisions
Balance commercial objectives with risk management and compliance requirements
Build and maintain trusted relationships with sponsors, advisors, and internal leadership
Minimum 10+ years of relevant experience in investment banking, private equity, private credit, or a related field
Demonstrated track record of leading and structuring capital raises and executing private market transactions
Significant experience interacting with sponsors, institutional investors, and senior decision-makers
Travel required as needed to support sponsor engagement and investor coverage

Skills

Advanced private markets investing
Direct equity
Private credit
Structured transactions
Capital raising processes
Investor dynamics
Allocation frameworks
Legal and structural considerations
Complex negotiations
Sophisticated counterparties
Investment view synthesis
Communication of recommendations
Transaction structuring
Risk-adjusted return optimization
Multi-transaction management
Fast-paced environment adaptation
Independent operation
Accountability
Stakeholder influence
Commercial objective balancing
Risk management
Compliance requirements
Relationship building
Sponsor relations
Advisor relations
Internal leadership relations
Financial modeling
Valuation analysis
DCF
Comps
Precedent transactions
Scenario modeling
Equity structuring
Debt structuring
Governance structuring
Economics structuring
Downside protection structuring

Location

Hybrid

Work Type

Hybrid

Experience Level

Senior
10+ years

Education Level

Bachelor’s degree required
Advanced degree (MBA) or professional designation (CFA, CAIA) strongly preferred
Bachelor’s: Business Administration
Bachelor’s: Economics
Bachelor’s: Finance

Salary/Compensations

$130,000.00-$275,000.00

Benefits

Medical
Dental
Vision
Life insurance
Critical illness insurance
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.

Equal Opportunity

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