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Raymond James · 1 day ago

Investment Banking Senior Analyst - Energy (Houston)

Houston, TX

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Raymond James is a leading financial services firm, and they are seeking an Investment Banking Senior Analyst specializing in the energy sector. The role involves formulating business proposals, developing forecasts and valuations, and participating in the transaction process including drafting sessions and due diligence meetings.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Advise others on how to design new processes and systems that meet professional standards

Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs

Use data from a wide range of sources to analyze key themes and identify possible impacts on the business

Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios

Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines

Explore issues or needs, establishing potential causes and barriers, as well as related issues

May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships

Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience

Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice

Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others

Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media

Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers

Qualification

Financial modelingMergersAcquisitionsData analysisClient relationship managementInvestment analysisRegulatory complianceProcess improvementResearch skillsVerbal communicationTeam leadershipProblem-solving

Required

Bachelor's: Accounting (Required)

Bachelor's: Business Administration (Required)

Bachelor's: Finance (Required)

General Experience – 10 to 15 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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)