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Raymond James Financial

Wealth management, banking, and investment services

Investment Banking Experienced Associate - Secondaries

Investment BankingPosted on Nov 10
Full-timeNew York, NY, USA$100k - $175k

About the Job

Requirements

  • A completed bachelor's degree is required.
  • Three to six years of general work experience are required.
  • Ability to analyze data and determine trends to support reporting and decision-making.
  • Ability to develop financial and economic models for financial planning or monitoring.
  • Ability to estimate and manage the effort and finances needed to complete work within budget.
  • Ability to understand numerical concepts and perform mathematical operations to analyze reports.

Responsibilities

  • Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
  • Translate business objectives into clearly defined business cases, costs, and schedules to support business growth.
  • Write and edit material for various target populations, tailoring tone and content to audience needs and expectations.
  • Develop plans and follow up to manage net present value analysis on candidates in the product pipeline.
  • Perform business case development, financial modeling, and accounting and valuation analyses incorporating probability, time, cost, budget impacts, and returns to support strategic and investment decision-making.
  • Support prioritization and closing of key deals of strategic or financial significance.
  • Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to public stock issuance.

About the Company

Raymond James Financial

Wealth management, banking, and investment services

Raymond James Financial provides a range of financial services to individuals, corporations, and municipalities, organized into five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other. Its offerings include financial planning and advisory services, investment banking and research, asset management products, and banking and lending through RJ Bank, earning revenue from advisory fees, commissions, and net interest income. The firm differentiates itself with a strong focus on personalized, client-centric service where financial advisors tailor strategies to each client and foster long-term relationships. Its goal is to help clients achieve their financial objectives by delivering comprehensive solutions across wealth management, banking, and capital markets through a multi-segment business model.

Company size
Not listed
Company stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962

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