Investment Banking Analyst II – Private Credit Group (New York)
Raymond James Financial, Inc.
**Key Responsibilities:**
**Origination & Analysis**
+ Conduct detailed credit analysis and due diligence on prospective issuers.
+ Prepare pitch books and marketing materials for client presentations.
+ Draft preliminary term sheets.
+ Monitor market trends in private credit and public debt.
+ Maintain investor CRM, databases and support investor outreach efforts.
**Execution Support**
+ Assist in the preparation of credit approval memorandums.
+ Coordinate internal deal approvals and manage documentation workflows.
+ Liaise with legal counsel, investors, and internal teams during transaction execution.
**Portfolio & Market Monitoring**
+ Track performance of closed transactions.
+ Support ongoing dialogue with investors and contribute to relationship management.
**Qualifications:**
**Education:**
+ Bachelor’s degree in Finance, Economics, Accounting, or related field.
**Experience:**
+ 1–3 years of relevant experience in investment banking, credit analysis, or private debt.
**Technical Skills:**
+ Advanced proficiency in Excel, PowerPoint, and financial modeling.
+ Strong understanding of credit metrics, and accounting principles.
+ Familiarity with credit legal documentation for private credit.
**Competencies:**
+ Excellent analytical and problem-solving skills.
+ Strong communication and business writing abilities.
+ Ability to work on a lean team under pressure and manage multiple deadlines.
+ Team-oriented with a proactive and detail-focused mindset.
**Compensation & Benefits:**
+ Competitive base salary and annual discretionary bonus.
+ Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs.
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