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Raymond James Financial

Wealth management, banking, and investment services

Investment Banking Senior Associate/Junior Vice President - Paper and Packaging

Investment BankingPosted on Nov 13
Full-timeNew York, NY, USA$130k - $250kIn-person

About the Job

Requirements

  • More than 15 years of general work experience.
  • A completed bachelor's degree in Accounting, Business Administration, and Finance is required.
  • Securities Industry Essentials Exam (SIE) certification from the Financial Industry Regulatory Authority (FINRA) is required.
  • Ability to apply understanding of the business environment and objectives to develop solutions.
  • Ability to analyze and research client and market conditions and facts to build a comprehensive understanding of clients and their markets.
  • Ability to review and evaluate recommendations and requirements and develop appropriate plans or actions.
  • Ability to interpret and apply relevant laws, regulations, and policies.

Responsibilities

  • Develop and deliver an important part of the organization's investment policy, and maximize investment value by managing an investment department or unit.
  • Develop and deliver a major part of the organization's financial product development program to support overall corporate strategy.
  • Develop and deliver the organization's risk management or risk control policies and procedures.
  • Develop and implement relationship management plans for strategic, complex, global potential accounts, build relationships at local, national, and corporate levels, and coordinate engagement between the organization and client organizations to ensure two-way information flow and issue resolution.

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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