Consumer Investment Banking Analyst Charlotte

Job Description Summary

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. Will work on every aspect of the transaction process including participating in drafting sessions new business proposals and due diligence meetings.

Job Description

Responsibilities

• Conduct research using primary data sources and select information needed for the analysis of key themes and trends.
• Provide financial modeling input into business cases costs and schedules to support growth in the business.
• Write and edit material for various target populations tailoring the tone and content to match the needs and expectations of each audience.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Skills

• Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
• Apply appropriate analytical processes and procedures to support research schedules.
• Interpret data by examining patterns trends relationships and implications to draw meaningful conclusions and answer critical questions.
• Professionally interpret financial information to support business decision making.

Required licenses: SIE Series 63 and Series 79.

Education

Bachelors (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA) s79 - Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA)

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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.