Raymond James Investments, Private Equity Analyst

Willenborg Wealth Management

Base salary not specified; + compensation may incl...
Hybrid
Private equity investment experience
Financial modeling and valuation
M&a transaction structuring
The role involves evaluating and executing private equity investments within the financial advisory sector to support advisor network expansion

Job Summary

  • The role involves evaluating and executing private equity investments within the financial advisory sector to support advisor network expansion.
  • Candidates will conduct in-depth financial analysis, including practice valuations and cash flow scenarios for debt and equity investments.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings options.

Matching Summary

The role involves evaluating and executing private equity investments within the financial advisory sector to support advisor network expansion.

Salary

Base salary not specified; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Private equity investment experience
  • Financial modeling and valuation
  • M&A transaction structuring
  • Due diligence execution
  • Investment pipeline management

Nice-to-have

  • Strong communication skills
  • Market trend analysis ability
  • Project management capabilities
  • Strategic retention planning

Key Requirements

  • Bachelor's degree in Finance, Accounting, or Business Administration
  • 1 to 3 years of experience in finance or related field
  • Proficiency in financial analysis tools and software

Work Rights

Not specified

Tailored Resume

Cover Letter