Raymond James Investments, Private Equity Analyst Iii
Raymond James
Remote
Remote
Financial modeling and valuation methodologies
Analyze data trends and market dynamics
Deal creation and execution
Raymond James is seeking a Private Equity Analyst III to evaluate and execute investment opportunities within the financial advisory sector, focusing on structuring investments and maximizing long-term value. The position requires strong financial analysis skills and a minimum of five years of experience in financial services
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. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
Matching Summary
Match Score: 85
Raymond James is seeking a Private Equity Analyst III to evaluate and execute investment opportunities within the financial advisory sector, focusing on structuring investments and maximizing long-term value. The position requires strong financial analysis skills and a minimum of five years of experience in financial services.
Skills & Requirements
Must-have
financial modeling and valuation methodologies
analyze data trends and market dynamics
deal creation and execution
private equity investments
Nice-to-have
support and expand advisor network
optimize returns and support strategy
build and maintain relationships
Key Requirements
minimum of five (5) years of experience
Bachelor’s Degree in economics or finance
financial services at a broker/dealer or hedge fund or private equity firm