Investment Banking Analyst II/III – Private Credit Group (New York)

Job Description Summary

The Investment Banking Private Credit Analyst II/III will support the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This role is suited to candidates with investment banking or credit underwriting experience who want to deepen their expertise in private credit markets. Responsibilities include financial modeling, credit analysis, deal execution, and investor engagement across a range of private debt instruments.

Key Responsibilities

Origination and Analysis

• Conduct detailed credit analysis and due diligence on prospective borrowers.
• Prepare pitch books and marketing materials for client presentations.
• Draft preliminary term sheets.
• Monitor trends in private credit and public debt markets.
• Maintain investor customer relationship management systems and databases, and support investor outreach efforts.

Execution Support

• Assist in preparing credit approval memorandums.
• Coordinate internal deal approvals and manage documentation workflows.
• Liaise with legal counsel, investors, and internal teams during transaction execution.

Portfolio and Market Monitoring

• Track the performance of closed transactions.
• Support ongoing communication with investors and contribute to relationship management.

Qualifications

Education

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.

Experience

• One to three 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 and legal documentation for private credit transactions.

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, proactive, and detail-focused approach.

Compensation and Benefits

• Salary range: $75,000–$110,000.
• Competitive base salary and annual discretionary bonus.
• Comprehensive benefits package, including health, dental, vision, a 401(k) with match, and wellness programs.
• Total compensation may include base salary or wages and additional compensation such as cash or equity, discretionary bonuses, or commissions.
• Benefits may include medical, dental, and vision coverage; life, critical illness, and accident insurance; disability benefits; retirement savings; paid time off, including vacation, holidays, and sick leave; and parental leave. Eligibility and specific offerings may vary based on position and employment status. Additional details are available at Myrjbenefits.com.

Additional Details

• Travel: Less than 25%.
• Workstyle: Resident.

Raymond James Guiding Behaviors

At Raymond James, associates use five guiding behaviors—Develop, Collaborate, Decide, Deliver, and Improve—to support the firm’s core values of client-first service, integrity, independence, and a conservative, long-term view.

• 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 meaningful results.
• Contribute to the continuous evolution of the firm.

Equal Opportunity

As part of its people-first culture, Raymond James honors, values, and respects the uniqueness, experiences, and backgrounds of all associates. When associates bring their best authentic selves, the organization, its clients, and its communities thrive. Raymond James is an equal opportunity employer and makes employment decisions based on merit and business needs.