Deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions by evaluating and executing investment opportunities within the financial advisory sector.
Requirements
Expertise in equity investing, financial modeling, and valuation methodologies.
Knowledge of financial advisors’ financials and business operations, M&A transactions, capital structuring, and investment risk assessment.
Strong ability to analyze data trends and market dynamics to guide investment decisions.
Proficiency in financial analysis tools and software to support complex deal structuring.
Proven ability to lead investment initiatives and navigate complex financial transactions independently.
Responsibilities
Lead 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.
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, and competitive positioning to inform investment decisions.
Other
Build and maintain relationships with financial advisors, routinely presenting and explaining the offering to advisors.
Act as a thought partner on Practice Capital Solutions program evolution.
Strong communication skills to engage with stakeholders, negotiate transactions, and present investment cases.
