Investment Banking Associate III - Commercial & Industrial Services (New York)

Investment Management Role

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 :

• Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit.
• Undertake strategic and tactical risk modeling and scenario planning for business-critical decisions to support business strategy and to identify and mitigate risk in line with the risk appetite. Advise on modeling of risk scenarios to comply with the risk appetite.
• Lead and coordinate the development and delivery of financial policies, guidelines, and protocols across the business to ensure the company complies with regulations and good financial practice.
• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
• Manage a significant portion of the organization's financial management and / or control processes.
• Manage a significant operational area for the organization.
• Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
• Manage relationships with strategic internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and mobilizing appropriate internal and / or external resources to support in delivering business strategy and plans.
• Manage budget plans for a department. May involve development or delivery or both.
• Manage certain aspects of the internal communications system with some guidance from senior colleagues. This could mean being responsible for the development or operation of the system.
• Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.

Skills :

Education : Bachelor's : Accounting (Required), Bachelor's : Business Administration (Required), Bachelor's : Finance (Required)

Work Experience : General Experience 10 to 15 years

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

Salary Range : $130,000.00-$225,000.00

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 : 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

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.