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Raymond James · 1 day ago

Investment Banking Associate III - Commercial & Industrial Services (New York)

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$130K/yr - $225K/yr

10+ years exp

Raymond James is a financial services firm that emphasizes a client-first approach and values diversity among its associates. The Investment Banking Associate III will play a critical role in developing business proposals, managing financial policies, and leading risk modeling efforts within the Commercial & Industrial Services team.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit

Undertake strategic and tactical risk modeling and scenario planning for business-critical decisions to support business strategy and to identify and mitigate risk in line with the risk appetite. Advise on modeling of risk scenarios to comply with the risk appetite

Lead and coordinate the development and delivery of financial policies, guidelines, and protocols across the business to ensure the company complies with regulations and good financial practice

Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals

Manage a significant portion of the organization's financial management and/or control processes

Manage a significant operational area for the organization

Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives

Manage relationships with strategic internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and mobilizing appropriate internal and/or external resources to support in delivering business strategy and plans

Manage budget plans for a department. May involve development or delivery or both

Manage certain aspects of the internal communications system with some guidance from senior colleagues. This could mean being responsible for the development or operation of the system

Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool

Qualification

Financial managementRisk modelingInvestment analysisBudgetingData analysisStrategic planningCoachingVerbal communicationProject managementNegotiationMentoringTeam collaboration

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)