Raymond James · 1 day ago
Investment Banking Associate I: Private Equity, Professional Firm, and Financial Advisory Coverage (Saint Petersburg, FL)
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
2+ years expRaymond James is a professional firm specializing in financial advisory services. They are seeking an Investment Banking Associate to manage client relationships and support business development initiatives with various financial professionals.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Responsible for executing strategic business development plans in partnership with the leadership team for the group
Manage client and prospect relationships specific to business-driven objectives
Preparation, development, and presentation of pitch and marketing materials for all constituents listed above
Assistance in managing the team’s CRM system to ensure timely and effective follow ups related to deal tracking, origination timelines, and ongoing interaction detail
Execute client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships
Apply financial analysis, business experience, and technical knowledge to generate client leads, while advising business owner clients and prospects on their strategic options
Communicate in a clear, concise and relevant manner to assist and guide decision-makers regarding client opportunities
Convey a genuine interest in, and understanding of, the clients’ businesses and industries, and provide both broad and specific information and suggestions for improving the business
Bring together the most appropriate RJIB team to provide exceptional service to the client
Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources
Produce factual and accurate information for presentations to clients and senior management
Review progress of assignments with senior team members
Perform other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree in business administration or related field
Minimum of two (2) to five (5) years of experience in the financial services industry
SIE required provided that an exemption or grandfathering cannot be applied
FINRA Series 7 or 79 License is ideal, and will be required within six (6) months of hire
FINRA Series 63 or the ability to obtain within six (6) months of hire
Advanced investment concepts, practices, and procedures used in the securities industry
Advanced transaction structure and process
Advanced client relationship building and management
Advanced concepts, principles, and practices of Investment Banking
Financial markets and products
Communicating effectively with different types of professionals
Exceptional presentation talent
Time management and ability to multitask (critical)
Identifying trends and implementing appropriate action
Analyzing and interpreting financial statements
Analytical skills sufficient to assess and explain events in the market
Problem solving skills and the ability to think independently sufficient to market ideas
Participating in networking and social situations with various professionals
Communicate effectively, both orally and in writing, with all levels of the organization, including senior management
Balance conflicting resource and priority demands
Partner with other functional areas of the firm and broader industry to accomplish objectives
Plan, assign, monitor, review, evaluate and lead the work of others
Attend to detail while maintaining a big picture orientation
Interpret and apply policies and identify and recommend changes as appropriate
Work independently as well as collaboratively within a team environment
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
Project a positive, professional image to both internal and external business contacts
Convey information clearly and effectively through both formal and informal discussions
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
Excel in client-facing and external-facing situations by providing real insights while remaining personable and credible
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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