Investment Banking Analyst II/III - Private Credit Group (New York)

Job Description Summary

The Investment Banking Private Credit Analyst II/III will play a key role in supporting the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This 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 borrowers.
• 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: Business Administration (Required), Bachelor's: Finance (Required), Bachelor's (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Salary Range

$75,000.00-$110,000.00

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.