Apply on Employer Site

Raymond James · 1 day ago

Technology & Services Investment Banking Associate (Chicago)

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$100K/yr - $175K/yr

3+ years exp

Raymond James is a financial services firm that is seeking a Technology & Services Investment Banking Associate to play an integral role in their industry-focused team. The role involves formulating new business proposals, developing forecasts and valuations, and evaluating merger and acquisition scenarios while preparing related documents for public stock issuance.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Financial managementRisk analysisInvestment modelingData analysisClient relationship managementPolicy interpretationStrategic planningVerbal communicationProject management

Required

Bachelor's: Accounting (Required)

Bachelor's: Business Administration (Required)

Bachelor's: Finance (Required)

General Experience - 3 to 6 years

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)