Posted:
June 17, 2026
Location:
Saint Petersburg, FL, United States

Job Description

**Responsibilities:**

+ Support deal creation and execution for private equity investments in financial advisory firms.
+ Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
+ Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
+ Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
+ Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
+ Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
+ Monitor market trends, regulatory developments, an...

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Job Overview

Job Type: Full-time
Location: Saint Petersburg, United States
Posted: June 17, 2026
Deadline: June 22, 2026