Investment Banking Associate - Technology & Services (...

OverviewInvestment Banking Associate - Technology & Services (Boston) at Raymond James. 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, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock.ResponsibilitiesDevelop 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, building credibility and mutual trust, and deploying resources to support in delivering business strategy and plans.Act as a subject matter expert in an area of technology, policy, regulation, or operational management for the team; maintain external accreditations and an understanding of current and emerging external regulation and industry best practices.SkillsWorks independently and provides guidance and training to others on analyzing data trends for use in reports to guide decision making.Applies comprehensive knowledge to act independently while communicating clearly and effectively to express ideas and plans.Acts as the organization’s authority on standard office equipment and software packages used to support business processes.Develops and monitors policies and procedures to align with organizational strategies and objectives.Plans, organizes, prioritizes, and oversees activities to efficiently meet business objectives.Reviews and creates relevant, lucid, and effective reports.Identifies, assesses, prioritizes, and manages project-related risks; models, analyzes, and quantifies risk scenarios to determine appropriate actions.Conducts research and analyzes data to understand customer and market conditions that enable maximum return on investments.Guides and trains others on compliance with applicable rules and regulations in management and/or operations.Manages client accounts to provide benefits for the organization and its clients.Demonstrates advanced ability to analyze potential solutions and create recommendations based on benefits, costs, and value.EducationBachelor’s: Accounting (Required)Bachelor’s: Business Administration (Required)Bachelor’s: Finance (Required)Work ExperienceGeneral Experience - More than 15 yearsCertificationsSecurities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range$100,000.00-$175,000.00TravelLess than 25%WorkstyleResidentStatementAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm/'s core values of client-first, integrity, independence and a conservative, long-term view.We Expect Our Associates At All Levels ToGrow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and SalesReferrals increase your chances of interviewing at Raymond James by 2x #J-18808-Ljbffr

Created: 2025-09-17