Raymond James Investments, Private Equity Analyst Iii
Chartwell Investment Partners
Remote
Remote
Private equity investments
Financial analysis and modeling
Valuation methodologies
Chartwell Investment Partners is seeking a Private Equity Analyst III to evaluate and execute investment opportunities in the financial advisory sector. The ideal candidate will have a strong background in financial services, particularly in private equity or hedge funds, along with expertise in financial analysis and valuation methodologies
Job Summary
Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions.
Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments, and prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
Manage investment pipeline, reporting, and meetings, and oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Private Equity Analyst III to evaluate and execute investment opportunities in the financial advisory sector. The ideal candidate will have a strong background in financial services, particularly in private equity or hedge funds, along with expertise in financial analysis and valuation methodologies.
Skills & Requirements
Must-have
Private equity investments
Financial analysis and modeling
Valuation methodologies
Investment pipeline management
Deal structuring
Raymond James capital deployment
Nice-to-have
Financial advisory sector expertise
Practice Capital Solutions knowledge
Branch financial assessment
Firm valuation expertise
M&A transaction knowledge
Investment risk assessment
Market trend analysis
Relationship building
Key Requirements
Minimum 5 years of experience in financial services
Bachelor's Degree in economics or finance
Experience at a broker/dealer, hedge fund, or private equity firm