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Associate, Investment Banking II - Req. 1902058



Produces factual and accurate information presented to the client.

Seeks opportunities for development through the job itself, through special assignments, training, or external activities.

Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ).

Trains, mentors, and evaluates interns and analysts performance potential.

Supervises the analyst’s performance expectations and evaluation criteria.

Assists in the preparation of standard and tailored presentations and pitches.

Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.

Documents and supports the execution of new financing issues for corporate clients.

Identifies new entrants into the space and targets these companies for attention. 



Bachelor’s degree or foreign equivalent in Economics, Mathematics, or related.

Five (5) years of investment banking or related experience must include: performing comprehensive financial valuation analyses using discounted cash flow, dividend discount models, comparable company analysis, precedent transaction analysis, and accretion/dilution analysis; running buy-side/sell-side merger & acquisition processes and capital offerings (IPOs, follow-on offerings, private placements, etc.); experience with financial institution operations and the overall marketplace for financial institution mergers & acquisitions, including the investment profile and appetite for institutional investors (private equity firms, high net worth individuals, family offices, pension funds, etc.); developing custom financial models for financial institutions, including merger models, and capital raise models; and experience dissecting a financial institution’s business model and developing a marketing plan tailored to institutional investors and strategic partners. Also requires SIE (“Securities Industry Essentials”), FINRA Series 79 or 7 and FINRA Series 63 licensure.

Raymond James Guiding Behaviors

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