Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this 2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY role.

Rezi rewrites your resume against Raymond James's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the 2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY posting at Raymond James — free, in seconds.

About the Role

Investment Banking Summer Analysts are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Raymond James | Private Capital Advisory is a leading placement agent and secondary market advisor, seeking a Summer Analyst to assist with deal origination, execution, and management.

Responsibilities

Develop financial models to assess debt and equity financing alternatives for transactions.
Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies.
Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
Research, analyze, present and document drafting elements of a developing transaction.
Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.
Maintain group databases as requested for research and analysis.
Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Requirements

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).
Currently enrolled in an accredited undergraduate degree program.
Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Skills

Fundamental concepts, practices, and procedures of Investment Banking.
Fundamental investment concepts, practices and procedures used in the securities industry.
Concepts, practices and procedures of Tax and Accounting.
Financial markets and products.
Communicating effectively, both orally and in writing.
Analytical skills sufficient to assess and explain events in the market.
Problem solving and solution design skills.
Thinking independently and developing ideas and strategies.
Utilizing technology and systems to produce reports, communications and presentations.
Gather information, identify linkages and trends, and apply findings to reports.
Attend to detail while maintaining a big picture orientation.
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
Think independently on matters of significance in order to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Establish and maintain effective working relationships at all levels of the organization.
Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
Assume full responsibility and accountability for own actions.
Demonstrate uncompromising adherence to ethical principles.
Be proactive and demonstrate readiness and ability to initiate action.

Location

St. Petersburg, FL

Work Type

Resident
Full-time

Experience Level

4 to 6 months

Education Level

High School (HS)
Undergraduate degree program

Salary/Compensations

$62,353.20-$105,000.00

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

One of the largest independent financial services firms in the country.
Focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.
Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL.
Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
We are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future.
Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities.
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

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