Teams at Raymond James

Conduct outbound prospecting and cold calls to identify financial advisors and institutions interested in affiliating with Raymond James. Develop relationships, qualify prospects, make referrals, schedule and follow up on recruiter meetings, and support business development strategies. Maintain referral sources and collaborate with recruiting partners while tracking multiple sales activities and opportunities.

Supports investment banking activities by developing business proposals, forecasts, valuations, financial models, and M&A analyses. Performs NPV, accounting, economic, and financial planning analyses; prepares decision-making reports and materials for varied audiences. Helps prioritize and close strategically significant transactions while managing budgets, schedules, and deal-related workstreams. The role requires analyzing data and trends, evaluating investment opportunities, and supporting strategic and financial decisions.

Supports investment banking transactions by developing business proposals, company forecasts, valuations, and M&A analyses. Conducts research, financial modeling, trend analysis, and due diligence, while preparing materials for public and private stock issuances. Participates in drafting sessions and client transaction processes, interprets financial information, and develops recommendations for business decision-making.