Raymond James Investments, Private Equity Analyst Iii

Willenborg Wealth Management

Not specified; not specified; not specified
Hybrid
5 years experience in financial services
Financial modeling and valuation expertise
M&a transaction and capital structuring knowledge
Willenborg Wealth Management is seeking a Private Equity Analyst III to evaluate and execute investment opportunities in the financial advisory sector. The role requires significant experience in financial services, particularly in equity investing, financial modeling, and M&A transactions, and offers a hybrid work environment

Job Summary

  • The role involves evaluating and executing investment opportunities within the financial advisory sector by deploying Raymond James' capital.
  • Candidates will conduct in-depth financial analysis including valuation modeling and cash flow scenarios for debt and equity investments.
  • The position requires managing the investment pipeline, overseeing post-investment integration, and building relationships with internal stakeholders.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Private Equity Analyst III to evaluate and execute investment opportunities in the financial advisory sector. The role requires significant experience in financial services, particularly in equity investing, financial modeling, and M&A transactions, and offers a hybrid work environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 5 years experience in financial services
  • financial modeling and valuation expertise
  • M&A transaction and capital structuring knowledge

Nice-to-have

  • strong communication with stakeholders
  • ability to analyze market trends
  • experience with practice capital solutions

Key Requirements

  • Bachelor's degree in economics or finance
  • Minimum 5 years of relevant financial services experience
  • Experience at a broker/dealer, hedge fund, or private equity firm

Work Rights

Not specified

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