Raymond James · 1 day ago
Investment Banking Associate - Capital Structure Advisory (New York)
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $200K/yr
3+ years expRaymond James is a financial services firm that provides a range of advisory services. They are seeking an Investment Banking Associate to play an integral role in formulating business proposals, developing forecasts, and evaluating merger scenarios while managing investment portfolios and internal communications.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Make authoritative recommendations about technical or professional solutions that would significantly improve business performance
Develop innovative solutions by integrating and analyzing complex and diverse information sources
Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature
Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation
Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a wide range of external relationships. Participate in the formulation and evolution of general investment policy
Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs
Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed
Build complex frameworks to fully assess the scope and context of short-term and long-term business needs
Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues
Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues
Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences
Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes
Qualification
Required
Bachelor's: Accounting (Required)
Bachelor's: Business Administration (Required)
Bachelor's: Finance (Required)
General Experience - 3 to 6 years
Make authoritative recommendations about technical or professional solutions that would significantly improve business performance
Develop innovative solutions by integrating and analyzing complex and diverse information sources
Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature
Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation
Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a wide range of external relationships. Participate in the formulation and evolution of general investment policy
Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs
Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed
Build complex frameworks to fully assess the scope and context of short-term and long-term business needs
Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues
Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues
Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences
Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes
Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making
Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies
Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives
Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives
Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements
Uses an expert understanding of numerical concepts to act as organizational authority on performing mathematical operations such as report analysis
Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise
Acts as the organizational authority and established expert on acquiring, organizing, protecting and processing data to fulfill business objectives
Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients
Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance
Works at an advanced level 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 independently and provides guidance
Works at an advanced level 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 independently and provides guidance
Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments
Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers
Works at an advanced level 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 independently and provides guidance
Uses comprehensive knowledge and skills to act independently while guiding and training others 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 at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance
Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
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
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