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Job description
Under limited direction, serves as a senior member of the Private Markets & Alternatives platform with primary responsibility for originating, structuring, and executing complex private market transactions and capital raises across equity and credit strategies, with a focus on liaising with the Raymond James Capital Markets areas.
Under limited direction, serves as a senior member of the Private Markets & Alternatives platform with primary responsibility for originating, structuring, and executing complex private market transactions and capital raises across equity and credit strategies, with a focus on liaising with the Raymond James Capital Markets areas. The role requires extensive experience leading transactions from inception through closing, including underwriting, structuring, investor positioning, and negotiation with sponsors and counterparties. The individual will operate with a high degree of autonomy, directly interfacing with senior internal leadership, external sponsors, and institutional investors while driving investment recommendations and influencing capital allocation decisions.
Essential Duties And Responsibilities
Lead transaction execution and capital formation Originate, evaluate, and structure private market opportunities, including direct equity, credit, and special situations investments
Lead end-to-end execution of transactions, including diligence, structuring, negotiation, and closing
Design and implement capital raise strategies, including positioning, investor targeting, and allocation frameworks
Investment underwriting and structuring Build and oversee advanced financial models evaluating complex capital structures and return scenarios
Lead valuation analysis across methodologies (DCF, comps, precedent transactions, scenario modeling)
Structure terms across equity and debt instruments, including governance, economics, and downside protections
Committee leadership and decision support Own preparation and presentation of investment recommendations to internal committees comprised of senior executives
Clearly articulate key risks, return drivers, and structuring considerations
Drive consensus and influence final investment decisions
Sponsor and client engagement Serve as a senior point of contact with sponsors, issuers, and placement agents
Lead negotiations on transaction terms, referral structures, and investor rights
Partner closely with Financial Advisors and internal distribution teams to position opportunities effectively
Platform leadership and execution management Oversee multiple concurrent transactions with significant complexity and visibility
Drive internal coordination across diligence, legal, compliance, and distribution functions
Establish best practices for deal evaluation, structuring, and execution
Team leadership and development Mentor and develop junior team members, including Associates and Analysts
Provide guidance on underwriting, modeling, and transaction execution
Contribute to recruiting and team-building efforts
Knowledge of
Advanced private markets investing, including direct equity, private credit, and structured transactions
Capital raising processes, investor dynamics, and allocation frameworks
Legal and structural considerations across private investments
Skill in
Leading complex negotiations with sophisticated counterparties
Synthesizing investment views and communicating recommendations to senior stakeholders
Structuring transactions to optimize risk-adjusted returns
Managing multiple high-priority transactions in a fast-paced environment
Ability to
Operate independently with full accountability for transaction outcomes
Influence senior stakeholders and drive investment decisions
Balance commercial objectives with risk management and compliance requirements
Build and maintain trusted relationships with sponsors, advisors, and internal leadership
Education / Experience
Bachelor’s degree required; advanced degree (MBA) or professional designation (CFA, CAIA) strongly preferred
Minimum 10+ years of relevant experience in investment banking, private equity, private credit, or a related field
Demonstrated track record of leading and structuring capital raises and executing private market transactions
Significant experience interacting with sponsors, institutional investors, and senior decision-makers
Licenses/Certifications
None required; Series licenses or equivalents may be preferred based on role scope
Travel
Travel required as needed to support sponsor engagement and investor coverage
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance
Work Experience
General Experience - 10 to 15 years
Certifications
Other Certification Not Listed - Other
Salary Range
$130,000.00-$275,000.00
Travel
Up to 50%
Workstyle
Hybrid
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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.