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2027 Investment Banking Summer Analyst- Multiple Locations

Lensa
Charlotte, NC Full Time
POSTED ON 12/26/2025
AVAILABLE BEFORE 1/24/2026
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Raymond James. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.

R aymond 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

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given?a high level?of responsibility on matters of business significance in a specific industry or product-focused team.? Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time.?Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.?

Essential Duties And Responsibilities

  • Develop financial models to assess debt and equity financing alternatives for transactions.
  • Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies.
  • Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories.
  • Research, analyze,presentand document drafting elements of a developing transaction.
  • Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
  • Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.
  • Maintain group databasesas requested for research and analysis.
  • Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Knowledge Of

  • Fundamental concepts,practices,and proceduresofInvestment Banking.
  • Fundamental investment concepts,practicesand procedures used in the securities industry.
  • Concepts, practices and proceduresofTax and Accounting.
  • Financial markets and products.

Skill i n

  • Communicating effectively, both orally and in writing.
  • Analytical skillssufficientto assess and explain events in the market.
  • Problem solving and solution design skills.
  • Thinking independently and developing ideas and strategies.
  • Utilizing technology and systems to produce reports,communicationsand presentations.

Ability To

  • Gather information,identifylinkages and trends, and apply findings to reports.
  • Attend todetail whilemaintaininga big picture orientation.
  • Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity.
  • Think independentlyon matters of significancein order tomarket ideas.
  • Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment.
  • Establish andmaintaineffective working relationships at all levels of the organization.
  • Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
  • Assume full responsibility and accountability forownactions.
  • Demonstrate uncompromising adherence to ethical principles.
  • Be proactive anddemonstratereadiness and ability toinitiateaction.

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).
  • Currentlyenrolled in an accreditedundergraduate degree program.

OR ~

  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

  • Nonerequired.

Location: Multiple Locations

If you have questions about this posting, please contact support@lensa.com

Salary.com Estimation for 2027 Investment Banking Summer Analyst- Multiple Locations in Charlotte, NC
$68,178 to $90,438
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