Job Description
Job Description Summary
The Investment Banking Analyst II will play a key role in supporting the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This mid-level analyst position is ideal for candidates with prior investment banking or credit underwriting experience who are looking to deepen their expertise in private credit markets. The role involves financial modeling, credit analysis, deal execution, and investor engagement across a range of private debt instruments.
Job Description
Key Responsibilities:
Origination & Analysis
Conduct detailed credit analysis and due diligence on prospective issuers.
Prepare pitch books and marketing materials for client presentations.
Draft preliminary term sheets.
Monitor market trends in private credit and public debt.
Maintain investor CRM, databases and support investor outreach efforts.
Execution Support
Assist in the preparation of credit approval memorandums.
Coordinate internal deal approvals and manage documentation workflows.
Liaise with legal counsel, investors, and internal teams during transaction execution.
Portfolio & Market Monitoring
Track performance of closed transactions.
Support ongoing dialogue with investors and contribute to relationship management.
Qualifications:
Education:
Bachelor’s degree in Finance, Economics, Accounting, or related field.
Experience:
1–3 years of relevant experience in investment banking, credit analysis, or private debt.
Technical Skills:
Advanced proficiency in Excel, PowerPoint, and financial modeling.
Strong understanding of credit metrics, and accounting principles.
Familiarity with credit legal documentation for private credit.
Competencies:
Excellent analytical and problem-solving skills.
Strong communication and business writing abilities.
Ability to work on a lean team under pressure and manage multiple deadlines.
Team-oriented with a proactive and detail-focused mindset.
Compensation & Benefits:
Competitive base salary and annual discretionary bonus.
Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs.
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$80,000.00-$110,000.00
Travel
Workstyle
Resident
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.
The Investment Banking Analyst II will play a key role in supporting the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This mid-level analyst position is ideal for candidates with prior investment banking or credit underwriting experience who are looking to deepen their expertise in private credit markets. The role involves financial modeling, credit analysis, deal execution, and investor engagement across a range of private debt instruments.
Job Description
Key Responsibilities:
Origination & Analysis
Conduct detailed credit analysis and due diligence on prospective issuers.
Prepare pitch books and marketing materials for client presentations.
Draft preliminary term sheets.
Monitor market trends in private credit and public debt.
Maintain investor CRM, databases and support investor outreach efforts.
Execution Support
Assist in the preparation of credit approval memorandums.
Coordinate internal deal approvals and manage documentation workflows.
Liaise with legal counsel, investors, and internal teams during transaction execution.
Portfolio & Market Monitoring
Track performance of closed transactions.
Support ongoing dialogue with investors and contribute to relationship management.
Qualifications:
Education:
Bachelor’s degree in Finance, Economics, Accounting, or related field.
Experience:
1–3 years of relevant experience in investment banking, credit analysis, or private debt.
Technical Skills:
Advanced proficiency in Excel, PowerPoint, and financial modeling.
Strong understanding of credit metrics, and accounting principles.
Familiarity with credit legal documentation for private credit.
Competencies:
Excellent analytical and problem-solving skills.
Strong communication and business writing abilities.
Ability to work on a lean team under pressure and manage multiple deadlines.
Team-oriented with a proactive and detail-focused mindset.
Compensation & Benefits:
Competitive base salary and annual discretionary bonus.
Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs.
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$80,000.00-$110,000.00
Travel
Workstyle
Resident
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.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Banking Analyst II – Private Credit Group (New York) position is now open for candidates interested in the Bank Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
