Raymond James Investments, Private Equity Analyst III

Job Description Summary

Job Description

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.

Responsibilities:

• 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.

• Build and maintain relationships with internal stakeholders.

Skills:

• Expertise in equity investing, financial modeling, and valuation methodologies.

• Knowledge of financial advisors’ financials and business operations, 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.

Education/Previous Experience

• Bachelor’s Degree (B.A.) in economics or finance and prefer a minimum of five (5) years of experience in financial services at a broker/dealer or hedge fund or private equity firm

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources

Education

Work Experience

Certifications

Travel

Workstyle

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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.