Investment Banking Associate I (Leveraged Finance & Debt Advisory) at Raymond James | NY, US | Rezi

Investment Banking Associate I (Leveraged Finance & Debt Advisory) at Raymond James

Investment Banking Associate I (Leveraged Finance & Debt Advisory)

Raymond James · NY, US

2 weeks ago

Investment Banking Associate I (Leveraged Finance & Debt Advisory)

Raymond James · NY, US

15 days ago
Resume preview

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

Target Resume Now
Resume preview

Tailor your resume to this Investment Banking Associate I (Leveraged Finance & Debt Advisory) 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 Investment Banking Associate I (Leveraged Finance & Debt Advisory) posting at Raymond James — free, in seconds.

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 from mandate through close.
  • Lead credit analysis and due diligence on prospective borrowers.
  • Review and stress-test financial models, ensuring model integrity.
  • Draft and oversee preparation of internal screening memos, underwriting memos, and client pitch materials.
  • Oversee production of marketing materials including teasers, investor presentations, and confidential information memorandums.
  • Serve as a primary point of contact for clients, sponsors, and lenders.
  • Support senior bankers on origination, including financing ideas and market intelligence.
  • Mentor, train, and review the work of 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 (preferred).
  • Middle-market sponsor coverage is a plus.
  • Advanced modeling proficiency: LBO, three-statement modeling, debt schedules, and ability to review and correct others' work.
  • Working knowledge of credit agreement mechanics and debt structuring alternatives.
  • Demonstrated ability to manage multiple live workstreams and junior team members simultaneously.
  • Excellent written and verbal communication skills, with 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
  • Middle-market sponsor coverage
  • LBO modeling
  • Three-statement modeling
  • Debt schedules modeling
  • Credit agreement mechanics
  • Debt structuring
  • Microsoft Office (Excel, PowerPoint, Word)

Location

  • Resident

Work Type

  • Full-time

Experience Level

  • 3-6 years

Education Level

  • Bachelor's

Salary/Compensations

  • $100,000.00-$175,000.00

Benefits

  • Medical, dental, and vision insurance
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • 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.
  • Raymond James has 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.