Raymond James Financial, Inc

Investment Banking Associate I - Capital Structure Advisory (West Palm Beach)

Raymond James Financial, Inc$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or Finance required.
  • 3 to 6 years of general experience in a relevant field.
  • Strong analytical skills to assess risks and forecast trends.
  • Ability to develop financial policies and compliance guidelines.
  • Expertise in internal communications and managing client relationships.

Responsibilities

  • Develop and implement financial management plans and controls.
  • Analyze market risks and conduct tactical risk modeling.
  • Identify business impacts using data from diverse sources.
  • Ensure compliance with financial regulations and best practices.
  • Design investment models to forecast trends and manage portfolios.
  • Recommend improvements to policies and practices for operational support.
  • Act as a subject matter expert in technology, policy, and operational management.

Benefits

  • Medical, dental, and vision insurance options.
  • Life and critical illness insurance, as well as accident insurance.
  • Disability benefits for eligible employees.
  • Retirement savings plans with company contributions.
  • Generous paid time off including vacation, holidays, and sick leave.
  • Parental leave policies supporting work-life balance.
Full Job Description
Job Description Summary
Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock.

Job Description
Responsibilities:
Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.
Recommend changes to policies, processes, standards, and practices that would improve operational support.
Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.
Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Skills:
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.
Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients.
Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others.
Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works at an advanced level to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works independently and provides guidance.
Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks.
Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works independently and provides guidance.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports.
Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.
Works at an advanced level to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works independently and provides guidance.
Applies comprehensive knowledge and/or skills to independently engage in strategic planning.

Education
Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required)

Work Experience
General Experience - 3 to 6 years

Certifications

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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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