Investment Banking Analyst – Healthcare Public Finance (New York)

Job Description Summary

This is an opportunity to join Raymond James & Associates, a publicly traded financial services firm, as a member of the Healthcare Finance team. The team includes eight managing directors focused on healthcare services and providers, primarily not-for-profit organizations. Clients include large healthcare systems, academic medical centers, community hospitals, managed care plans, physician groups, senior living companies, post-acute providers, and select specialty not-for-profit organizations.

Service offerings include capital markets activities (underwriting, placements, and financial advisory), mergers & acquisitions advisory, and real estate advisory. Responsibilities include formulating new business proposals and pitches, developing company forecasts and valuations, evaluating merger and acquisition scenarios, evaluating debt profiles and developing and implementing financing ideas for clients/target clients, and performing financial/bond modeling and analysis.

Essential Duties and Responsibilities

• Assist with the execution of financing and M&A transactions, financial modeling, and industry and comparable company analysis.
• Actively participate in client pitches and transaction execution alongside experienced senior bankers.
• Prepare and deliver standard and tailored presentations, pitches, and responses to RFPs for clients.
• Maintain databases involving healthcare industry transactions and capital markets data.
• Evaluate debt profiles and financing ideas for potential finance transactions for clients.
• Contribute to financial models and analyses, including bond cash flows, and to presentation materials related to market conditions and bond financings.
• Work on all aspects of financing transactions, from credit analysis to legal document review, rating agency presentations, financial analysis, and closing.
• Communicate, both orally and in writing, with all levels of the organization and with clients.
• Work independently and collaboratively in a team environment.
• Seek opportunities for development through the job itself, special assignments, training, or external activities.
• Perform other duties and responsibilities as assigned.

Educational / Previous Experience Requirements

• Bachelor’s degree in a related field.
• Experience in healthcare investment banking, consulting, equity research, investment management, business development, and/or related fields is a plus, but not required.
• Experience with and working knowledge of DBC Finance is a plus, but not required.
• Excellent analytical, critical thinking, writing, verbal, and computer skills.
• Ability to adapt to new tasks with little notice.
• Manage expectations of senior bankers while working on multiple projects simultaneously.
• 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.
• Strong desire to grow professionally and support the success of the group.
• Assume full responsibility and accountability for your actions.
• Demonstrate uncompromising adherence to ethical principles.
• Prepare and deliver clear, effective, and professional presentations.
• Be proactive and demonstrate readiness and ability to initiate action.

Licenses / Certifications

• SIE exam required or required to be passed within six (6) months of hire.
• FINRA Series 79 and Series 63 required or required to be passed within six (6) months of hire.

Education

Bachelor’s (Required)

Work Experience

General Experience: 13 months to 3 years

Salary Range

$70,000.00-$125,000.00

Travel

Less than 25%

Workstyle

Resident

Guiding Behaviors

At Raymond James, 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. Associates at all levels are expected 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