2025 Full-Time - Public Finance Investment Banking Analyst - Memphis, TN or St. Petersburg, FL in Memphis, TN at honor foundations

Date Posted: 9/12/2024

Job Snapshot

Job Description

Raymond James Overview:

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.


At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.


We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.


Job Summary
Under direct supervision, performs routine work of the department using specialized knowledge and skills obtained through education, experience and/or specialized training to perform analytical and related assignments in support of Senior Bankers and clients in an assigned industry. Will gain experience in a broad array of municipal finance sectors, including Higher Education, Transportation, Public Utilities, Housing, Healthcare, Sports Facilities, and General State and Local Government Finance. Responsible for thorough analysis of projects, preparing cash flow analyses, obtaining bond ratings and/or bond insurance, assisting in the preparation of the Official Statement and other documents related to the offering, preparing Request For Proposals (RFP's) and client presentations, as well as research related to existing and prospective clients. As associates (analysts) gain experience, they are expected to increase their capacity to process a larger portion to a given transaction. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality and ingenuity to make moderately complex decisions..


Essential Duties and Responsibilities

Job Requirements

Knowledge, Skills, and Abilities
Knowledge of

Fundamental investment concepts, practices and procedures used in the securities industry.
Financial markets and products.
Quantitative financial analysis and data modeling.


Skill in
Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
Communicate effectively, both orally and in writing to all level of associates and clients.
Intermediate to advanced proficiency with Microsoft Word, Excel and PowerPoint.


Ability to
Analyze municipal issuer financial statements and outstanding debt.
Develop the financial structure and prepare documents related to the public issuance of municipal bonds.
Multi-task and work in a fast-paced, team-oriented environment.
Efficiently manage time and resources in order to solve quantitative and analytical challenges as they arise.
Work under pressure created by time deadlines and work volume fluctuations.
Communicate both orally and in writing, within all levels of the organization as well as external clients and other industry professionals.
Work independently as well as collaboratively within a team environment.
Work outside normal 8:00 am %26ndash 5:00 pm business hours.


Educational/Previous Experience Requirements
Education/Previous Experience

Bachelor's degree in business, finance, math or a related field.
0-3 years of related experience.


Licenses/Certifications
FINRA Securities Industry Exam (SIE), Series 52 License, Series 63 License, and Series 50 License within (12) months of hire.

Location

St. Petersburg office or Memphis, TN office

#wayup

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