Raymond James Financial, Inc

VP, Consumer Investment Banking (New York)

Raymond James Financial, Inc • $130K — $250K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in corporate finance or investment banking, preferably in consumer sector.
  • Bachelor's degree in Business Administration or Finance required.
  • Advanced proficiency in financial modeling and valuation methodologies.
  • Demonstrated ability to lead and manage multiple transactions simultaneously.
  • Exceptional client relationship management skills with a focus on executive engagement.
  • Strong project management expertise under tight deadlines.
  • Certifications such as SIE, Series 63, and Series 79 are essential.

Responsibilities

  • Lead mergers and acquisitions, capital raising, and strategic advisory projects.
  • Serve as primary client contact, managing relationships with key stakeholders.
  • Oversee entire transaction lifecycle from engagement to closing.
  • Direct preparation of financial models, presentations, and memoranda.
  • Manage and mentor junior team members to deliver high-quality work.
  • Coordinate activities with internal and external advisors throughout transactions.
  • Support senior bankers in developing new business and client presentations.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Life insurance and critical illness coverage.
  • Retirement savings options with employer contributions.
  • Paid time off including vacation, holidays, and sick leave.
  • Parental leave provisions for new parents.
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, executing sell-side and buy-side M&A transactions, capital raises, strategic advisory engagements, and other corporate finance assignments for consumer companies.

Job Description

Responsibilities
  • Lead the execution of mergers and acquisitions, capital raising transactions, and strategic advisory engagements.
  • Serve as the primary day-to-day client contact, managing relationships with executive management teams, boards of directors, private equity sponsors, and strategic buyers.
  • Oversee transaction execution from initial engagement through closing, including valuation analyses, due diligence, negotiation support, documentation, and coordination among all parties.
  • Direct the preparation and review of financial models, valuation analyses, confidential information memoranda, management presentations, pitch materials, and board presentations.
  • Manage transaction teams by overseeing associates and analysts, providing coaching, allocating responsibilities, and ensuring the delivery of high-quality work product.
  • Coordinate internal and external advisors, including legal counsel, accountants, lenders, consultants, and other transaction participants to ensure efficient execution.
  • Support senior bankers in originating new business opportunities by developing marketing strategies, preparing client presentations, participating in prospect meetings, and maintaining relationships with existing and prospective clients.
  • Identify industry trends, strategic opportunities, valuation developments, and market dynamics within the consumer sector to provide informed advice to clients and support business development initiatives.
  • Review and ensure the accuracy, quality, and consistency of all client deliverables while maintaining adherence to firm standards and regulatory requirements.
  • Drive efficient transaction management by proactively identifying execution risks, resolving issues, and maintaining project timelines.
  • Mentor and develop junior bankers through regular coaching, performance feedback, and technical training to foster professional growth and team excellence.
  • Collaborate with industry and product partners across the firm to deliver integrated advisory solutions and enhance client relationships.
  • Contribute to the continued growth of the Consumer Investment Banking practice through thought leadership, market intelligence, and active participation in recruiting and team development initiatives.


Skills
  • Deep expertise in mergers and acquisitions, capital raising, corporate finance, and strategic advisory.
  • Advanced financial modeling and valuation capabilities, including DCF, comparable company analysis, precedent transactions, LBO, merger models, and complex scenario analyses.
  • Demonstrated ability to independently lead multiple live transactions from initial engagement through closing.
  • Strong client relationship management skills, with the ability to serve as the primary day-to-day contact for corporate executives, private equity sponsors, and other key stakeholders.
  • Proven business development capabilities, including identifying opportunities, cultivating client relationships, and supporting new client origination efforts.
  • Exceptional project management skills with the ability to coordinate multiple internal and external workstreams under tight deadlines.
  • Excellent written, verbal, and presentation skills, including experience presenting recommendations to executive management teams and boards of directors.
  • Strong leadership and people management skills, with experience mentoring, developing, and managing associates and analysts.
  • Sound commercial judgment, strategic thinking, and the ability to identify key value drivers and transaction risks.
  • High degree of professionalism, integrity, and client service orientation.
  • Advanced proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms including Capital IQ, FactSet, Bloomberg, and PitchBook.
  • Strong knowledge of the consumer sector, including industry trends, competitive dynamics, valuation drivers, and transaction activity.


Certifications

Securities Industry Essentials Exam (SIE), Series 63, Series 79

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

Work Experience
General Experience - 6 to 10 years

Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range
$130,000.00-$250,000.00

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.

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
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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