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About the Role

This role involves completing financial models, formulating transaction proposals, and assisting in financial analyses. You will also help prepare client pitch books and marketing materials, while maintaining records of market conditions and issuing updates.

Responsibilities

Completes spreadsheet financial models for assigned industry.
Formulates new transaction proposals.
Assists in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis.
Helps in preparation of client pitch books.
Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies.
Creates and presents marketing and sales materials.
May have limited interaction with clients.
Performs other duties and responsibilities as assigned.
Works independently on assigned projects and tasks, meeting all delivery deadlines.
Operates standard office equipment and uses required software applications.
Answer incoming phones

Requirements

Fundamental investment concepts, practices and procedures used in the securities industry.
Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships.
Financial markets and products.
Basic business case analysis.
Financial analysis and data modeling.
Fundamental concepts, practices, and procedures of a professional office environment.
Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
Basic skills in coding, SQL, HTML 5, Python.
Communicate effectively, both orally and in writing to all level of associates and clients.
Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
Ability to work effectively as part of a virtual/hybrid team.
Comfortable establishing positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders - etc ).
Multi-task and work on a fast-paced, team-oriented environment.
Efficiently manage time and resources in order to overcome quantitative and analytical challenges.
Establish and maintain effective working relationships at all levels of the organization.
Work under stress restricted by time deadlines and work volume fluctuations.
Prepare and deliver clear, effective and professional presentations.
Communicate both orally and in writing, with all levels of the organization and external clients.
Work independently as well as collaboratively within a team environment.
Organize and prioritize multiple tasks and meet deadlines.
Provide a high level of customer service.
College student with a graduation date of December 2028 or later standing student pursuing a Bachelor’s Degree (B.A.) or Master’s Degree in Finance , Economics, MIS, ISM or related field at an accredited university.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Skills

Coding
SQL
HTML 5
Python
Scripting Languages
Analytical
Critical thinking
Problem solving
Communication (oral and written)
Operating standard office equipment
Using required software applications
Teamwork (virtual/hybrid)
Rapport building
Time management
Presentation skills
Customer service

Location

New York, NY

Work Type

Hybrid

Experience Level

4 to 6 months General Experience

Education Level

High School (HS)
Bachelor’s Degree (B.A.)
Master’s Degree

Salary/Compensations

$33,280.00-$52,000.00

Benefits

Medical
Dental
Vision
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off (vacation, holidays, 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.