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About the Role
Raymond James is seeking an experienced investment banking associate for its Leveraged Finance & Debt Advisory group. This role focuses on providing debt capital raising and advisory solutions to financial sponsors and non-investment grade issuers.
Responsibilities
- Manage day-to-day execution of financing transactions, overseeing workstreams and timelines from mandate to close.
- Lead credit analysis and due diligence on prospective borrowers, assessing credit quality, structure, and market receptivity.
- Review and stress-test financial models, ensuring integrity of sources & uses, pro forma capitalization, cash flow, LBOs, and credit statistics.
- Draft and oversee preparation of internal screening memos, deal underwriting memos, and external client pitch materials.
- Oversee production of marketing materials including teasers, investor presentations, confidential information memorandums, marketing term sheets, and lender models.
- Serve as a primary point of contact for clients, sponsors, and lenders on execution matters.
- Support senior bankers on origination, providing financing ideas, market intelligence, and pitch development.
- Mentor, train, and review the work of analysts and summer analysts.
Requirements
- 3-5 years in leveraged finance, debt capital markets, private credit/direct lending, restructuring, or leveraged finance credit risk; or an MBA with relevant pre-MBA experience.
- Middle-market sponsor coverage is a plus.
- Advanced modeling proficiency: LBO, three-statement modeling, debt schedules, and the ability to review and correct others' work.
- Working knowledge of credit agreement mechanics and debt structuring alternatives across the capital structure.
- Demonstrated ability to manage multiple live workstreams and junior team members simultaneously.
- Excellent written and verbal communication skills, with the poise to interact directly with clients and lenders.
- Proficient in Microsoft Office, including Excel, PowerPoint, and Word.
- Strong attention to detail, work ethic, and ability to perform under pressure and tight timelines.
Skills
- Leveraged finance
- Debt capital markets
- Private credit/direct lending
- Restructuring
- Leveraged finance credit risk
- MBA with relevant pre-MBA experience
- Financial modeling (LBO, three-statement, debt schedules)
- Credit agreement mechanics
- Debt structuring
- Client interaction
- Lender interaction
- Microsoft Office Suite (Excel, PowerPoint, Word)
Location
- Onsite
Work Type
- Full-time
- Resident
Experience Level
- 3-6 years general experience
- Associate
Education Level
- Bachelor's Degree
Salary/Compensations
- $100,000.00-$175,000.00
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Critical illness insurance
- Accident insurance
- Disability benefits
- Retirement savings plan
- Paid time off (vacation, holidays, sick leave)
- Parental leave
About the Company
- Raymond James is a financial services firm.
- The firm's associates use five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve.
- The firm's core values are client-first, integrity, independence, and a conservative, long-term view.
- The company fosters a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.