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Associate I, Healthcare Services Investment Banking – Charlotte, NC, junior role focusing on valuations, M&A and financial modeling.
Join Raymond James to develop financial models, drive M&A deals, and grow within a collaborative, client‑first culture.
Job Description Summary
Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock.
Job Description
Responsibilities
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
- Translate business objectives into clearly defined business cases, costs, and schedules to support growth in the business.
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
- Develop a plan and follow up to manage net present value ("NPV") analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Support to prioritize and close key deals of strategic and/or financial significance for the company.
Skills
- Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
- Develop financial and economic models for financial planning or monitoring purposes.
- Estimate and manage the effort and finances to complete the work within budget.
- Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - 3 to 6 years
Certifications
Travel
Less than 25%
Workstyle
Resident
Compensation and Benefits
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
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.
Equal Opportunity Statement
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.