Job Description Capital Markets & Advisory (CMA) Summer Associate 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 Investment Banking Summer Associates (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 Associates 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 Associates 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 Associates are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock, presentations, 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 company analysis and discounted cash flow analysis on target companies. Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and 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. Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis. Assists with preparing standard and tailored presentations and pitches to clients. Seeks opportunities for development through the job itself, through special assignments, training, or external activities. Performs other duties and responsibilities as assigned. Qualifications - External Knowledge of: Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products. Leading business concepts learned in graduate degree setting. Skill in: Communicating effectively, both orally and in writing. Analytical skills sufficient to 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, communications and presentations. Defining high quality standards and evaluating products, services, and performance against benchmarks. 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 on matters of significance 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. Utilize judgment and discretion to 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. Engage across all organizational levels through interpersonal effectiveness and communication, both oral and written. Leverage previous professional experience and knowledge in producing client-facing deliverables (e.g. modeling). 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). Currently enrolled in an accredited graduate degree program. Minimum of two years of relevant, professional work experience.     OR ~ Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None required. Education Bachelor’s - Completed: Business Administration Work Experience General Experience - 3 to 6 years Certifications Salary Range $70,000.00-$175,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com 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 At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-KL1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Unlike most financial firms, Raymond James wasn’t founded on Wall Street. To this day, we pride ourselves on being a different kind of firm. We put people before products and doing what’s right over what’s easy. We believe our clients deserve all of the sophistication – innovative products, strategies and support – of the largest firms, but with a degree of personal attention that is typically only found at much smaller ones. Thanks for your interest in working with Raymond James. No matter what role or path you choose, we are invested in helping you get ready for your search process and your career development. We have events, programs and opportunities to help you accelerate your career and achieve personal and professional success. Join our Student Talent Community learn more about our upcoming events and get the latest updates about our opportunities. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting the growth of our associates. We value hard-working minds from all disciplines and backgrounds, creating a culture where diversity of thought and experience allows us to thrive as a community. We offer opportunities at every stage of your career. Whether you’re just starting to explore career paths, looking for a summer internship, or ready to launch your full-time career, we invest in your development through training curriculum, challenging assignments, and support of leaders and colleagues who care about your personal and professional success. Our people-first culture is the foundation of our values, mission and pledge. Check it out to see why so many choose to work at Raymond James – and why they stay.

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