Job Description

Under general supervision, uses knowledge and skills obtained through education and experience to help the team identify, evaluate, and execute M&A opportunities for Raymond James Financial, Inc. Responsible for contributing to the corporate development team’s efforts, including: performing qualitative and quantitative research on the financial services industry and potential target companies; assisting with financial and valuation analysis; and preparing and contributing to C-suite level materials. In each of these areas, this position will work closely with the corporate development team, business unit leadership, and the most senior management at the firm.

Essential Duties and Responsibilities

• Perform in depth company research and analysis on prospective business acquisitions
• Monitor daily news on companies strategically significant to Raymond James
• Effectively manage and maintain a database tracking historical engagement and interactions with prospective target firms
• Identify and clearly communicate key pieces of intelligence from company financial filings, financial media and analyst coverage
• Prepare industry and company research by collecting, organizing, and analyzing data to be used in the drafting of firm and sector profile reports
• Highlight and communicate key themes verbally and in writing to relevant internal audiences
• Assist with in depth valuation analysis of targets and comparable firms
• Maintain and modify existing valuation models and track all industry comparable transactions and trading multiples
• Deliver timely analysis of research with minimal support
• Assist in creating executive-level presentations and communications
• Performs other duties and responsibilities as assigned
• Support due diligence efforts through basic project management support

Knowledge of

• Basic level understanding and interest in financial markets and products
• Fluency in financial statement analysis
• Analytical ability to provide insight into links in information and ability to communicate key points
• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry
• Intermediate to advanced understanding of valuation theory, financial markets, and financial statement analysis is preferred
• Familiarity with market databases, public filings, and other sources of market and company-level information is preferred

Skill in

• Proficient with Microsoft Excel and PowerPoint
• Building project plans and creating/maintaining project management tools
• Exercise initiative and problem solving skills to independently resolve issues
• Structured, logical thinker
• Excellent communication skills both written and oral; must be comfortable working with people at multiple levels
• Proven financial modeling and valuation skills, including cash flow and comparable analyses is preferred
• Intermediate to advanced user of Microsoft Excel and PowerPoint
• Experience with independently researching, interpreting, and synthesizing publicly available information in order to clearly summarize key data and facts

Ability to

• Work independently as well as collaboratively within a team environment
• Communicate effectively, both orally and in writing, across all organizational levels
• Exercise impeccable judgment in handling sensitive materials internally and externally
• Detail oriented while maintaining a macro perspective
• Independently scope, plan, and execute projects and effectively communicate status and milestones
• Exercise initiative and problem-solving skills to independently resolve issues
• Build relationships of trust with internal and external stakeholders

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - More than 15 years, Manager Experience - 10 to 15 years

Certifications

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.

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