Investment Banking Associate I - Capital Structure Advisory Job at Raymond James (Palm Beach, Florida)

Job Description

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 Responsibility

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team
Formulating new business proposals
Developing company forecasts and valuations
Evaluating merger and acquisition scenarios
Preparing documents related to the public issuance of stock
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

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - 3 to 6 years
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
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures
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
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities
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
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
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
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data
Works at an advanced level to conduct an enterprise readiness assessment
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
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
Applies comprehensive knowledge and/or skills to independently engage in strategic planning

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Investment Banking Associate I - Capital Structure Advisory

Job Description

Job Responsibility

Requirements

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