Raymond James
Investment Banking Associate I: Private Equity, Professional Firm, and Financial
Raymond James, St. Petersburg, Florida, United States, 33739
Investment Banking Associate I: Private Equity, Professional Firm, and Financial Advisory Coverage (Saint Petersburg, FL)
Join to apply for the
Investment Banking Associate I: Private Equity, Professional Firm, and Financial Advisory Coverage (Saint Petersburg, FL)
role at
Raymond James .
Job Description Summary:
Under general direction with a high level of autonomy, the banker will cover relationship channels from relationship management, education, and transaction origination perspective, including Raymond James’ proprietary wealth advisor channel, private equity firms, law firms, accounting firms, and boutique investment banking partners.
Essential Duties and Responsibilities:
Execute strategic business development plans in partnership with leadership.
Manage client and prospect relationships aligned with business objectives.
Prepare, develop, and present pitch and marketing materials.
Assist in managing the team’s CRM system for deal tracking and origination timelines.
Execute client, prospect, and professional events to generate new business.
Apply financial analysis and business experience to generate client leads and advise on strategic options.
Communicate clearly to guide decision makers.
Convey genuine interest and understanding of clients’ businesses and industries.
Bring together the appropriate RJIB team to provide exceptional service.
Resolve professional, technical, or client service problems promptly.
Produce factual and accurate information for presentations.
Review progress with senior team members.
Perform other duties as assigned.
Knowledge, Skills, and Abilities:
Advanced investment concepts and industry practices.
Advanced transaction structure and process knowledge.
Superior client relationship building and management.
Familiarity with financial markets and products.
Effective communication with professionals.
Exceptional presentation talent.
Strong time‑management and multitasking skills.
Trend identification and appropriate action implementation.
Financial statement analysis and interpretation.
Analytical skills to assess and explain market events.
Problem‑solving and independent thinking.
Networking and social engagement with professionals.
Education and Experience:
Bachelor’s degree in business administration, accounting, or finance.
Minimum two (2) to five (5) years of experience in the financial services industry, or equivalent combination of education and experience.
Licenses and Certifications:
Registered to take the SIE exam, or exemption applied.
FINRA Series 7 or 79 license required within six (6) months of hire.
FINRA Series 63 license or ability to obtain within six (6) months of hire.
Other Requirements:
Travel up to 20% of the time.
Availability to attend events and meetings in‑person when required.
Seniority Level:
Mid‑Senior level
Employment Type:
Full‑time
Job Function:
Finance and Sales
At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates. Our organization thrives when associates bring their authentic selves.
Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr
Investment Banking Associate I: Private Equity, Professional Firm, and Financial Advisory Coverage (Saint Petersburg, FL)
role at
Raymond James .
Job Description Summary:
Under general direction with a high level of autonomy, the banker will cover relationship channels from relationship management, education, and transaction origination perspective, including Raymond James’ proprietary wealth advisor channel, private equity firms, law firms, accounting firms, and boutique investment banking partners.
Essential Duties and Responsibilities:
Execute strategic business development plans in partnership with leadership.
Manage client and prospect relationships aligned with business objectives.
Prepare, develop, and present pitch and marketing materials.
Assist in managing the team’s CRM system for deal tracking and origination timelines.
Execute client, prospect, and professional events to generate new business.
Apply financial analysis and business experience to generate client leads and advise on strategic options.
Communicate clearly to guide decision makers.
Convey genuine interest and understanding of clients’ businesses and industries.
Bring together the appropriate RJIB team to provide exceptional service.
Resolve professional, technical, or client service problems promptly.
Produce factual and accurate information for presentations.
Review progress with senior team members.
Perform other duties as assigned.
Knowledge, Skills, and Abilities:
Advanced investment concepts and industry practices.
Advanced transaction structure and process knowledge.
Superior client relationship building and management.
Familiarity with financial markets and products.
Effective communication with professionals.
Exceptional presentation talent.
Strong time‑management and multitasking skills.
Trend identification and appropriate action implementation.
Financial statement analysis and interpretation.
Analytical skills to assess and explain market events.
Problem‑solving and independent thinking.
Networking and social engagement with professionals.
Education and Experience:
Bachelor’s degree in business administration, accounting, or finance.
Minimum two (2) to five (5) years of experience in the financial services industry, or equivalent combination of education and experience.
Licenses and Certifications:
Registered to take the SIE exam, or exemption applied.
FINRA Series 7 or 79 license required within six (6) months of hire.
FINRA Series 63 license or ability to obtain within six (6) months of hire.
Other Requirements:
Travel up to 20% of the time.
Availability to attend events and meetings in‑person when required.
Seniority Level:
Mid‑Senior level
Employment Type:
Full‑time
Job Function:
Finance and Sales
At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates. Our organization thrives when associates bring their authentic selves.
Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr