Job Description Summary
Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.Job Description
Responsibilities:
- Support deal creation and execution for private equity investments in financial advisory firms.
- Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
- Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
- Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
- Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
- Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
- Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.
Skills:
- Experience in finance, financial modeling, and valuation methodologies.
- Knowledge of PnLs, M&A transactions, capital structuring, and investment risk assessment.
- Strong ability to analyze data trends and market dynamics to guide investment decisions.
- Strong communication skills to engage with stakeholders
- Proficiency in financial analysis tools and software to support complex deal structuring.
Educational/Previous Experience Requirements:
• Bachelor’s Degree and a minimum of one (3) years experience in a related field.
~or~
• Any equivalent combination of education, training or experience approved by Human Resources.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 13 months to 3 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe 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-TG1Skills Required
- Bachelor's Degree in Accounting, Business Administration, or Finance
- 3 years experience in a related field
- Experience in financial modeling and valuation methodologies
- Knowledge of PnLs, M&A transactions, and investment risk assessment
- Strong communication skills
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing 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. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
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