Raymond James Investments, Private Equity Analyst Iii
Chartwell Investment Partners
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 Raymond James' network expansion
Job Summary
The role involves evaluating and executing private equity investments within the financial advisory sector to support Raymond James' network expansion.
Candidates will conduct in-depth financial analysis, including practice valuations and cash flow scenarios for debt and equity investments.
The position requires managing the entire investment lifecycle from deal creation and due diligence to post-investment integration and monitoring.
Matching Summary
The role involves evaluating and executing private equity investments within the financial advisory sector to support Raymond James' network expansion.
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
Knowledge of financial advisor operations
Strong stakeholder communication skills
Experience with branch growth strategies
Ability to manage multiple transactions
Understanding of regulatory developments
Key Requirements
Bachelor's degree in economics or finance
Minimum 5 years of experience in financial services
Experience at a broker/dealer, hedge fund, or private equity firm
6 to 10 years of general work experience preferred