Talent.com
Investment Banking Associate I : Private Equity, Professional Firm, and Financial Advisory Coverage (Saint Petersburg, FL)

Investment Banking Associate I : Private Equity, Professional Firm, and Financial Advisory Coverage (Saint Petersburg, FL)

Raymond James FinancialSaint Petersburg, FL, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Investment Banking Associate

Under general direction with a high level of autonomy, banker will cover the following relationship channels from a relationship management, education, and transaction origination perspective :

  • Raymond James' proprietary wealth advisor channel
  • Private Equity firms
  • Law firms
  • Accounting firms
  • Boutique Investment Banking partners

As an associate in this group, the candidate will support initiatives with the above professionals to produce revenue generating engagements for the Investment Bank. The associate will represent the investment bank with a knowledge and understanding of our capabilities, transaction processes, and general industry trends to Financial Advisors and M&A professionals both virtually and in-person at financial industry events. In many instances, this role will serve as the first point of contact for company / prospective client opportunities sourced from the various channels listed, which requires regular, professional, client-facing communication (both virtually and in-person). Significant contact and collaboration with Senior Bankers is required to execute the role effectively.

Essential Duties and 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.
  • Knowledge, Skills, and Abilities :

    Knowledge of :

  • 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.
  • Skill in :

  • 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.
  • Ability to :

  • 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.
  • Education / Previous Experience :

  • Bachelor's degree in business administration or related field and a minimum of two (2) to five (5) years of experience in the financial services industry.
  • OR ~
  • Any equivalent combination of experience, education, and / or training approved by Human Resources.
  • Licenses / Certifications :

  • 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.
  • Travel Required : Yes, up to 20% of the Time

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to :

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm
  • At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

    serp_jobs.job_alerts.create_a_job

    Private Equity Associate • Saint Petersburg, FL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Investment Practice Specialist

    Investment Practice Specialist

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Branch Financial Services Professional.As an entry-level professional in the field of Branch Financial Services, use professional concepts to resolve problems of limited scope and complexity.Limite...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Manager, Investment Operations - Portfolio administration and Valuation Accounting | PGIM Global Services (Hybrid / Newark,NJ or Tampa,FL)

    Associate Manager, Investment Operations - Portfolio administration and Valuation Accounting | PGIM Global Services (Hybrid / Newark,NJ or Tampa,FL)

    Prudential FinancialTampa, FL, US
    serp_jobs.job_card.full_time
    Associate Manager, Investment Operations.Investment Management - Investment Operations.A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE. As the Global Asset Management business of Prudential, we're ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Banking Credit Associate

    Corporate Banking Credit Associate

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Job Opportunity At Raymond James.Gather data through research, conduct analyses using risk management models, and produce risk assessment reports. Job Summary : Under general supervision with a high ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Edward JonesTarpon Springs, FL, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker Associate I - Largo, FL Areas

    Personal Banker Associate I - Largo, FL Areas

    Fifth Third BankLargo, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Associate

    Investment Associate

    VirtualVocationsSaint Petersburg, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that align with investment criteria Develop relationships with startups and coll...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Executive (Financial Advisor) Southwest, FL

    Investment Executive (Financial Advisor) Southwest, FL

    Fifth Third BankSt. Petersburg, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker Associate I - Tampa, FL

    Personal Banker Associate I - Tampa, FL

    Fifth Third BankTampa, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Investor Relations Associate

    Investor Relations Associate

    Griffin ResourcesTampa, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940.The Firm provides investment management services to individual and institutional inv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Derivatives Trader

    Associate Derivatives Trader

    VirtualVocationsTampa, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate, Derivatives Trader.Key Responsibilities Conduct pre-trade analysis and modeling Execute and manage trades across various asset classes Monitor risk, posit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Banker Associate II - Tampa, FL

    Personal Banker Associate II - Tampa, FL

    Fifth ThirdTampa, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Director, Financial Aid

    Associate Director, Financial Aid

    InsideHigherEdTampa, Florida, United States
    serp_jobs.job_card.full_time
    Associate Director, Financial Aid.If you are a current University of Tampa student, please search for and apply to student jobs. Job applications for current students will not be considered if submi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Venture Capital Associate

    Venture Capital Associate

    VirtualVocationsClearwater, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Venture Capital Associate who will be responsible for sourcing investment opportunities and facilitating investment processes. Key Responsibilities Source opportunities ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Raymond James Investments, Private Equity Associate II

    Raymond James Investments, Private Equity Associate II

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Investment Opportunities Executive.Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and exp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Accounting Associate

    Accounting Associate

    Brown & BrownSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Accounting Associate to join o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Middle Office Investment Banking Analyst

    Middle Office Investment Banking Analyst

    MUFGTampa, FL, US
    serp_jobs.job_card.full_time
    Corporate Banking Middle Office Investment Banking Analyst.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups.Across the globe, we're ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Banker Associate II - Tampa, FL

    Personal Banker Associate II - Tampa, FL

    Fifth Third BankTampa, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    PWM Private Wealth Advisor

    PWM Private Wealth Advisor

    U.S. BancorpSarasota, FL, US
    serp_jobs.job_card.full_time
    Responsible for retention and growth of medium to large size high net worth client relationships.Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30