Raymond James Investments, Private Equity Analyst Iii

Raymond James

Remote
**
Financial advisory sector
Practice capital solutions
Deal creation and execution
** Raymond James is seeking a Private Equity Analyst III to evaluate and execute investment opportunities in the financial advisory sector, with responsibilities including financial analysis, deal structuring, and post-investment integration. The position requires a strong background in financial services and proficiency in financial modeling 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.
  • Manage investment pipeline, reporting, and meetings, projecting multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.

Matching Summary

Match Score: 75

** Raymond James is seeking a Private Equity Analyst III to evaluate and execute investment opportunities in the financial advisory sector, with responsibilities including financial analysis, deal structuring, and post-investment integration. The position requires a strong background in financial services and proficiency in financial modeling and valuation methodologies. **

Skills & Requirements

Must-have

  • financial advisory sector
  • Practice Capital Solutions
  • deal creation and execution
  • financial analysis and modeling
  • investment pipeline management
  • market trends and regulatory developments

Nice-to-have

  • client-first and integrity
  • conservative, long-term view
  • authentic self expression

Key Requirements

  • Bachelor’s Degree in economics or finance
  • Minimum of five (5) years of experience in financial services
  • General Experience - 6 to 10 years

Work Rights

Not specified

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