# 2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY

[Raymond James](https://www.jorb.ai/firms/raymond-james.md) · New York · United States · [Investment Banking](https://www.jorb.ai/jobs/investment-banking.md)

Raymond James is hiring a 2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY in New York. Posted 2026-09-16; applications close 2026-11-15.

**Apply**: https://raymondjames.wd1.myworkdayjobs.com/RaymondJamesEarlyCareers/job/New-York-New-York---United-States/XMLNAME-2027-Investment-Banking-Summer-Analyst-Private-Capital-Advisory-New-York--NY_R-0012143

Posted 3d ago.

## Role details

## Job Summary: Investment Banking Summer Analyst (Capital Markets & Advisory)

Investment Banking Summer Analysts are given a high level of responsibility on matters of business significance within a specific industry or product-focused team.

Raymond James | Private Capital Advisory is a leading placement agent and secondary market advisor, acting as a strategic partner and liquidity solutions provider to private equity sponsors. This firm is a preeminent secondary advisor, working closely with buyers and sellers to provide independent, unbiased expertise.

We are seeking a talented Summer Analyst to assist with deal origination, execution, and management. We are prepared to train you in Private Capital Advisory and invest in your career as you learn and grow your experience base.

## About Raymond James

One of the largest independent financial services firms in the country, Raymond James focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations, and municipalities through its subsidiary companies engaged primarily in investment and financial planning, as well as capital markets and asset management.

At Raymond James, we build an inclusive and diverse workforce committed to associate development and growth through developmental programs, mentorships, and continuing education. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, our firm, and our communities. Raymond James is an equal opportunity employer, making all employment decisions on the basis of merit and business needs.

## Essential Duties and Responsibilities

    
- Develop financial models to assess debt and equity financing alternatives for transactions.
    
- Perform valuation methodologies, comparative company analysis, and discounted cash flow analysis on target companies.
    
- Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
    
- Research, analyze, present, and document drafting elements of a developing transaction.
    
- Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
    
- Analyze current events in respective industry groups and provide meaningful input regarding the impact of critical issues in the news relevant to current and prospective clients and deals.
    
- Maintain group databases as requested for research and analysis.
    
- Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

## Qualifications

### Knowledge of:

    
- Fundamental concepts, practices, and procedures of Investment Banking.
    
- Fundamental investment concepts, practices, and procedures used in the securities industry.
    
- Concepts, practices, and procedures of Tax and Accounting.
    
- Financial markets and products.

### Skills in:

    
- Communicating effectively, both orally and in writing.
    
- Analytical skills sufficient to assess and explain events in the market.
    
- Problem-solving and solution design skills.
    
- Thinking independently and developing ideas and strategies.
    
- Utilizing technology and systems to produce reports, communications, and presentations.

### Ability to:

    
- Gather information, identify linkages and trends, and apply findings to reports.
    
- Attend to detail while maintaining a big picture orientation.
    
- Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
    
- Think independently on matters of significance in order to market ideas.
    
- 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.
    
- Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
    
- Assume full responsibility and accountability for own actions.
    
- Demonstrate uncompromising adherence to ethical principles.
    
- Be proactive and demonstrate readiness and ability to initiate action.

## Education and Experience

    
- Eligibility Requirement: Applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
    
- Preferred: Currently enrolled in an accredited undergraduate degree program.
    
- Alternative: Any equivalent combination of experience, education, and/or training as approved by Human Resources.
    
- Required Experience: General Experience of 4 to 6 months.

## Working Details

**Salary Range:** $62,353.20 - $105,000.00

**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.

## Company Culture and Values

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. 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.

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.

## Applying to this role

This 2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY role at Raymond James runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=raymond-james&job=6aaabe4bf6214c7b40475d11)

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Updated: 2026-09-19
Canonical: https://www.jorb.ai/jobs/6aaabe4bf6214c7b40475d11