Private Capital Markets, Analyst III

Job Description

Raymond James Private Capital Markets (PCM) is a dedicated group within the Firm’s Investment Banking division that advises leading private companies, financial sponsors, and institutional investors on customized capital solutions including minority equity recapitalizations, growth equity financings, structured and direct secondary transactions, and other bespoke private placements.  Operating at the intersection of traditional M&A advisory and capital markets execution, PCM combines deep capital markets expertise with strategic advisory capabilities; we pride ourselves on delivering thoughtful, hands-on execution for complex, high-stakes transactions.  The team maintains close relationships with a broad network of private / growth equity, venture capital, family office, and institutional investors, with transaction activity spanning key growth sectors such as technology / technology-enabled services, diversified industrials, healthcare, and consumer. 

We’re looking for entrepreneurial, self-directed individuals seeking to accelerate their professional development, broaden their exposure to private capital markets and contribute to the continued growth and evolution of a high-performing, strategically important team within the Firm’s Investment Banking platform.   If you thrive in fast-paced environments, are energized by the opportunity to create, and want to help define how private capital is raised and deployed in the middle market, PCM offers a rare platform to do so – with the full resources and stability of Raymond James behind you.

Key responsibilities may include, but are not limited to:

• Supporting the execution of private capital raises, including minority equity, structured equity, direct secondaries, and other bespoke solutions.
• Managing of end-to-end deal processes, including diligence, valuation, financial modeling, investor materials preparation, and transaction execution.
• Building and maintaining detailed financial models, capitalization tables, returns scenarios, and waterfall analyses.
• Driving investor outreach strategies, including coordinating roadshows and negotiating key transaction terms.
• Collaborating cross-functionally with sector coverage, M&A, and capital markets teams to deliver integrated client solutions.
• Supporting origination efforts through idea generation, market analysis, and pitch material development.
• Mentoring and managing junior analyst team members to ensure high-quality deliverables and professional growth.
• Monitoring market trends across private capital, alternative asset classes, and broader macroeconomic factors impact deal structuring.
• Contributing the refinement and institutionalization of internal processes, quality control systems, and knowledge management tools.
• Demonstrating initiative, attention to detail, and a strong sense of ownership across all workstreams.
• Undertake other duties or projects as assigned.

Required Qualifications:

• Bachelor’s Degree required in Finance, Economics, Accounting, or a related field from a top-tier institution.

• 1–3 years of investment banking, private equity, or a relevant financial services experience; M&A transaction experience a plus.
• Strong understanding of financial statements and accounting.
• Advanced proficiency in Microsoft Office Suite and working knowledge of financial databases (e.g., CapIQ, PitchBook).
• Exceptional attention to detail, analytical rigor, and organizational skills.
• Strong verbal and written communication skills, with the ability to interface directly with clients, investors, and senior bankers.
• Highly motivated with a demonstrated ability to thrive in a fast-paced, team-oriented environment.
• Authorized to work in the United States without sponsorship.

Required Licenses/Certifications:

• Successful completion of the SIE Exam and obtainment of the Series 7 and Series 79 within 180 days of employment.

The estimated base salary range for this position at the time of posting is outlined below and excludes additional forms of compensation or benefits.  This position may also quality for a discretionary annual bonus, which is determined by company, business unit, and individual performance. 

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

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