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Investment Banking Associate I - Capital Structure Advisory

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Raymond James

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Location:
United States , Palm Beach, Florida

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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