Investment Banking Associate - Technology & Services (Boston)

Investment Banking Associate - Technology & Services (Boston)

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 :

• Develop and / or deliver a plan for significant aspects of the financial management and / or control process.
• Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
• Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
• Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
• Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.
• Recommend changes to policies, processes, standards, and practices that would improve operational support.
• Develop and / or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
• Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
• Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
• Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and / or external resources to support in delivering business strategy and plans.
• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Skills :

Education

Bachelor’s : Accounting (Required), Bachelor’s : Business Administration (Required), Bachelor’s : Finance (Required)

Work Experience

General Experience - More than 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$100,000.00-$175,000.00

Travel

Less than 25%

Workstyle

Resident

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 :

At 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.

#J-18808-Ljbffr