Raymond James · 1 day ago
Investment Banking Analyst II - Technology & Services (McLean, VA)
McLean, VA
Full-time
Onsite
Entry, Mid LevelRaymond James is a financial services firm that provides investment banking and advisory services. The Investment Banking Analyst II will be responsible for formulating business proposals, developing forecasts, evaluating mergers, and preparing documents related to stock issuance while supporting the transaction process and collaborating with senior colleagues.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
Advise managers how to apply a wide variety of existing procedures and precedents
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy
Edit document in line with organizational style guidelines and prepare information for publication
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media
Analyze specific problems and issues to find the best solutions
Develop short- or medium-term work schedules in order to achieve planned commitments
Approve overtime or use additional resources as needed
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
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers
Qualification
Required
Bachelor's: Accounting (Required)
Bachelor's: Business Administration (Required)
Bachelor's: Finance (Required)
Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
Advise managers how to apply a wide variety of existing procedures and precedents
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy
Edit document in line with organizational style guidelines and prepare information for publication
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media
Analyze specific problems and issues to find the best solutions
Develop short- or medium-term work schedules in order to achieve planned commitments
Approve overtime or use additional resources as needed
Explore issues or needs, establishing potential causes and barriers, as well as related issues
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making
Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients
Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments
Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives
Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state
Typically works without supervision and may provide technical guidance
Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner
Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment
Typically works without supervision and may provide technical guidance
Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution
Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges
Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business
Typically works without supervision and may provide technical guidance
Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy
Typically works without supervision and may provide technical guidance
Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Founded in 1962
10001+ employees
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)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase