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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.

Vacancy posted 2 days ago
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