Consumer Investment Banking Associate - Charlotte
100 Raymond James & Associates, Inc.
Job Description Summary Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Responsibilities 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. Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making. Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences. Participate in formulating the strategy to manage net present value (NPV) analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Support to prioritize and close key deals of strategic and/or financial significance for the company. Skills Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Develop financial and economic models for financial planning or monitoring purposes. Estimate and manage the effort and finances to complete the work within budget. Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports. Required Licenses SIE, Series 63, and Series 79. Education Bachelor’s (Required) Work Experience General Experience – 10 to 15 years Certifications Series 63 – Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA) Series 79 – Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Work Style Resident Compensation & Benefits The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. Equity Eligibility To view more details of the benefits offered, visit Myrjbenefits.com. Behavioral Expectations 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 Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.
- ## Consumer Investment Banking Associate - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011609**Job Description Summary**Play an integral role in the department's activities with a high...SuggestedTemporary workWork experience placement
- ## Consumer Investment Banking VP/Director - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition... ...visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop,...SuggestedWork experience placementLocal area
- ## Consumer Investment Banking Analyst - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition... ..., visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate...SuggestedWork experience placement
$135k - $225k
## Investment Banking Associate - ConsumerApplyremote type: In Officelocations: Charlotte #2, NC: San Francisco, CAtime type: Full timeposted on: Posted 5 Days Agojob requisition... ...Investment Banking Associate to join our Consumer team in our Charlotte, NC or San Francisco,...SuggestedWork experience placement$135k - $225k
Piper Sandler & Co is seeking an experienced Investment Banking Associate to join the Consumer team in Charlotte, NC or San Francisco, CA. This role offers exposure to various consumer verticals in M&A, debt, and equity transactions. The ideal candidate will have over 3...Suggested$170k
...Intrepid Investment Bankers Associate Known for its unique entrepreneurial culture... ...is a specialty investment bank and provides M&A, capital... ...Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-... ...bakery, beverage, branded consumer package goods, distribution...Work at officeLocal areaRemote work- Responsibilities Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Provide financial modeling input into business cases, costs, and schedules to support growth in the business. Write and edit material...
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$135k - $225k
...Investment Banking Associate At Piper Sandler, we connect capital with opportunity to build a better... ...IT teams in Boston, MA, New York, NY Charlotte, NC, Chicago, IL, Minneapolis, MN or... ...relationships in our core sectors of chemicals, consumer, diversified industrials & services,...$84k - $98k
...Actuarial Associate (Charlotte, NC (Hybrid) or Remote) Where you'll work Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute As an Actuarial Associate, you'll be responsible for deliverables related to our variable...Temporary workRemote workFlexible hours- ...budget impacts, and returns, to allow for optimal strategic and investment decision‑making. Support to prioritize and close key deals of... ...and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.Work experience placement
- ...your allocation based on trading performance and consistency. Location: Charlotte, NC Employment Type: Independent Contractor (1099) Experience Level: 2+ years trading or managing investments Key Responsibilities Trade global currency and digital asset markets with...For contractorsImmediate start
- ...Job Posting This position is in-office located in Charlotte, NC Griffin Funding is a consumer direct mortgage company, meaning our Loan Officers work... ...expressed interest in financing or refinancing a home. We invest heavily in marketing and technology to deliver high-...Hourly payWork at officeLocal areaImmediate start
- Relationship Banker - Steele Creek - Charlotte, NC Employer: JPMorgan Chase Bank, N.A. At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by...Full timeAfternoon shift
- Acrisure Mortgage, LLC is seeking to hire a Team Mortgage Loan Originator in Charlotte, NC. The role involves assisting loan officers with origination tasks, managing client communications, and ensuring a smooth loan application process. Qualified candidates should have...Base plus commission
- Mortgage Loan Officer - Charlotte page is loaded## Mortgage Loan Officer - Charlottelocations: Charlotte, NCtime type: Full timeposted on... ...you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage...Full timeTemporary workWork at officeFlexible hours
$162k - $185k
Director & Actuary (Charlotte, NC (Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option to work remotely... ...increasing responsibilities within an actuarial department. Associate of the Society of Actuaries (ASA) is required. Strong...Remote jobTemporary workWork at officeFlexible hours$28.85 per hour
Work Location Charlotte, North Carolina, United States of America Hours 40 Pay Details $28.85 - $28.85 USD Line of Business Personal & Commercial Banking Job Description The Community Mortgage Loan Officer identifies, develops and maintains a quality network of community...Work experience placementWork at officeLocal area- ...Overview We are seeking a Community Mortgage Loan Officer to work in Charlotte, North Carolina. This role focuses on originating residential... ...‑offers. Increase loan volume by effectively selling the bank’s products and programs to CRA, LMI, and multicultural borrowers...Work experience placementWork at officeLocal area
$87k - $100k
...Investments Accounting Consultant (Charlotte, NC (Hybrid) or Remote) Where you'll work: Our flexible, hybrid work model offers the option to work remotely... ...for supporting the Derivative accounting team and associated reporting for Brighthouse Financial's investments in...Temporary workWork at officeRemote workFlexible hours$175k - $200k
A leading investment bank is seeking an experienced Investment Banking Associate in Charlotte, NC. The role involves preparing valuations, writing memorandums for sales, and executing transactions in M&A, debt, and equity markets. Candidates should have 1-2 years of relevant...$28.85 per hour
...Community Mortgage Loan Officer Work Location: Charlotte, North Carolina, United States of America Hours: 40 Pay Details: $28.8... ...details for this role. Line of Business: Personal & Commercial Banking Job Description: The Community Mortgage Loan Officer...Work experience placementWork at officeLocal area$20 - $22 per hour
...U.S. Bank Career Opportunity At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make... ...communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products...Temporary work- ...Entry Level – Financial Advisor - NC, Charlotte Primary Location UNITED STATES-NC-Charlotte Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed...Work experience placementWork at officeLocal areaFlexible hours
$20 - $22 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital...Temporary workLocal area$20 - $22 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...communicating effectively. Maintaining a working knowledge of consumer and business banking products, including digital products and...Hourly payTemporary work- ## Investment Banking Principal: M&A ConsumerApplylocations: Charlotte, NCtime type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: May 31, 20... ...Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources...Shift work
$170k
Location & Work Schedule The role is based in Charlotte or Los Angeles and requires presence at an MUFG office or client sites four... ...Minimum of two years of sellside M&A advisory and investment banking experience with a record of completed transactions from pitch...Work at officeRemote work
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