Investment Banking Associate I (Leveraged Finance & Debt Advisory)

Job Description

Summary Raymond James is seeking an experienced investment banking associate to join its newly formed Leveraged Finance & Debt Advisory ("LFDA") group.

The LFDA group sits within Investment Banking and is focused on providing debt capital raising and advisory solutions including private debt placements, debt capital markets advisory, institutional term loan Bs, and high yield bonds to financial sponsors and non-investment grade issuers across a variety of industries.

The associate will work closely with senior LFDA bankers, manage analyst workstreams, and collaborate with other industry and product groups within the firm to deliver comprehensive solutions.

Job Description

• Responsibilities: Own day-to-day execution of live financing transactions, managing workstreams and timelines from mandate through close
• Lead credit analysis and due diligence on prospective borrowers, forming and articulating a view on credit quality, structure, and market receptivity
• Review and stress-test financial models prepared by analysts — sources & uses, pro forma capitalization, cash flow modeling, LBOs, and credit statistics — and own model integrity
• Draft and oversee preparation of internal screening memos, deal underwriting memos, and external client pitch materials
• Oversee production of marketing materials including teasers, investor presentations, confidential information memorandums, marketing term sheets, and lender models
• Serve as a primary point of contact for clients, sponsors, and lenders on day-to-day execution matters
• Support senior bankers on origination, including financing ideas, market intelligence, and pitch development for coverage and sponsor dialogues Mentor, train, and review the work of analysts and summer analysts Skills: 3-5 years in leveraged finance, debt capital markets, private credit/direct lending, restructuring, or leveraged finance credit risk; or an MBA with relevant pre-MBA experience (preferred). Middle-market sponsor coverage is a plus
• Advanced modeling proficiency: LBO, three-statement modeling, debt schedules, and the ability to review and correct the work of others
• Working knowledge of credit agreement mechanics and debt structuring alternatives across the capital structure
• Demonstrated ability to manage multiple live workstreams and junior team members simultaneously
• Excellent written and verbal communication skills, with the poise to interact directly with clients and lenders
• Proficient in Microsoft Office, including Excel, PowerPoint, and Word Strong attention to detail, work ethic, and ability to perform under pressure and tight timelines Education Bachelor’s (Required) Work Experience General Experience - 3 to 6 years Certifications

Salary Range

$100,000.00-$175,000.00 Travel Less than 25% Workstyle Resident 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. 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. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James.

While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being.

We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint.

Check it out to see why many choose to work at Raymond James – and why they stay.