Investment Banking Associate

3 weeks ago


Chicago, Illinois, United States Raymond James Full time
Job Title: Investment Banking Associate

Join Raymond James, a leading financial services firm, as an Investment Banking Associate in our Commercial & Industrial Services team. As a key member of our team, you will play a vital role in formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to the public issuance of stock.

Responsibilities:
  • Assist in the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.
  • Prepare and deliver standard and tailored presentations and pitches to clients.
  • Produce factual and accurate information that's presented to the client.
  • Provide management support to analyst bankers through training, mentoring and evaluating performance potential.
  • Seek opportunities for development through the job itself, through special assignments, training, or external activities.
Qualifications:
  • Knowledge of concepts, practices and procedures of Investment Banking.
  • Investment concepts, practices and procedures used in the securities industry.
  • Concepts, practices and procedures of Tax and Accounting.
  • Financial markets and products.

Requirements:

  • Bachelor's Degree in a related field and a minimum of three (3) years of experience in Investment Banking.
  • MBA Degree with experience in Investment Banking Preferred.
  • OR Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

  • SIE required provided that an exemption or grandfathering cannot be applied.
  • FINRA Series 7 or 79 License.
  • FINRA Series 63 or the ability to obtain within six (6) months of hire.

Guiding Behaviors:

  • Develop: Grow professionally and inspire others to do the same.
  • Collaborate: Work with and through others to achieve desired outcomes.
  • Decide: Make prompt, pragmatic choices and act with the client in mind.
  • Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
  • Improve: Contribute to the continuous evolution of the firm.

Equal Opportunity Employer:

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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.



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