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Job Snapshot
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Employee Type:
Full-Time -
Location:
Charlotte, NC -
Experience:
Not Specified -
Date Posted:
9/18/2024
Job Description
Job Summary
Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Analysts are expected to work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have an appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact.
Essential Duties and Responsibilities
Knowledge, Skills, and Abilities
Knowledge of
Skill in
Ability to
Educational/Previous Experience Requirements
Education/Previous Experience
Licenses/Certifications
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Fundamental concepts, practices and procedures of Investment Banking.
Fundamental investment concepts, practices and procedures used in the securities industry.
Financial markets and products.
Skill in
Communicating effectively, both orally and in writing.
Analytical skills sufficient to assess and explain events in the market.
Problem solving.
Operating standard office equipments and using required software applications, including Microsoft Office and established databases.
Ability to
Gather information, identify linkages and trends and apply findings to reports.
Attend to detail while maintaining a big picture orientation.
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
Think independently in order to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Establish and maintain effective working relationships at all levels of the organization.
Work independently as well as collaboratively within a team environment.
Assume full responsibility and accountability for own actions.
Demonstrate uncompromising adherence to ethical principles.
Be proactive and demonstrate readiness and ability to initiate action.
Educational/Previous Experience Requirements
Education/Previous Experience
Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
Bachelor%26rsquos Degree (B.A.) in a related discipline is required. Internship experience in a related field preferred.
OR ~
Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
None required.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
