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Investment Banking Analyst II/III - Asset Wealth Management & Insurance

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Raymond James

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Not provided

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Salary:

80000.00 - 125000.00 USD / Year
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Job Description:

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.

Job Responsibility:

  • Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
  • Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
  • Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
  • Advise managers how to apply a wide variety of existing procedures and precedents
  • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy
  • Edit document in line with organizational style guidelines and prepare information for publication
  • Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
  • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching
  • gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential
  • Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media
  • Analyze specific problems and issues to find the best solutions
  • Develop short- or medium-term work schedules in order to achieve planned commitments
  • Approve overtime or use additional resources as needed
  • Explore issues or needs, establishing potential causes and barriers, as well as related issues
  • May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships
  • Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers

Requirements:

  • Bachelor’s: Accounting (Required)
  • Bachelor’s: Business Administration (Required)
  • Bachelor’s: Finance (Required)
  • General Experience - 3 to 6 years

Additional Information:

Job Posted:
March 12, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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