Job Summary :
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to have a positive impact on the Strategic Business Unit (SBU) and the firm through the development of the team, managing Junior Bankers, and execute and generate business for the department.
Leads major projects, programs or processes with significant business impact involving cross-functional teams. Influences strategic direction and develops tactical plans and completes complex assignments with substantial latitude for un-reviewed actions or decisions.
Extensive contact with Senior Management is required, to provide comprehensive solutions to complex problems or needs.
Essential Duties and Responsibilities :
- Applies financial analysis, business experience and market knowledge to initiate, and / or assess the likelihood of completing a corporate finance transaction.
- Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Applies commercial judgment in assessing economic risk and return when considering acceptance of corporate finance assignments.
- Conveys a genuine interest in and understanding of the client's business and industry and provides both broad and specific information and suggestions for improving the business.
- Brings together the most appropriate team to provide exceptional multifunctional and services to the client.
- Ensures that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources.
- Oversees a team of analysts and senior associates and is responsible for executing transactions.
- Quarterbacks new initiatives as requested by Senior Management.
- Coordinates all the work of Analysts and interns.
- Supports and generates business development and client service activities.
- Attracts and retains quality bankers who will have a positive impact on the SBU and Raymond James (RJ).
- Originates new corporate finance ideas for clients and potential clients; develops a niche within the broader SBU.
- Produces factual and accurate information for presentation to clients.
- Executes M&A and financing transactions, financial modeling, industry and comparable company analysis.
- Trains and mentors analysts and associates performance potential.
- Reviews progress of assignments with senior management.
- Performs other duties and responsibilities as assigned.
Qualifications
Raymond James Guiding BehaviorsAt 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 firmAt 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.
Investment Banking