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.
Requirements
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: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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
#LI-TG1
Benefits
Dental insuranceVision insurancePaid time offEquity / stock optionsPerformance bonusParental leave
Additional Information
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
Raymondjames · Saint Petersburg, Florida - United States