2027 Investment Banking Associate I Consumer Nashville, TN

Raymond James•Nashville, TN

1d•Onsite

About The Position

The Investment Banking Associate I plays an integral role in a department’s activities as a member of an industry-focused team. The role carries substantial responsibility and involves formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to public stock issuance. Associates work on all aspects of the transaction process and mentor and manage Analysts. The position supports M&A and financing transactions through financial modeling, industry analysis, and comparable company analysis. It also involves preparing and delivering client presentations and pitches, ensuring information presented to clients is factual and accurate, and providing training, mentoring, and performance support to analyst bankers. The associate is expected to pursue professional development through work, assignments, training, or external activities, and perform other duties as assigned. Raymond James is a diversified financial services holding company headquartered in St. Petersburg, Florida. The firm serves individuals, corporations, and municipalities through businesses focused primarily on investment and financial planning, capital markets, and asset management. It emphasizes associate development, inclusion, mentorship, and continuing education.

Requirements

Be legally authorized to work in the United States without requiring visa sponsorship now or in the future, including beyond OPT/EAD.
A bachelor's degree in a related field and at least three years of investment banking experience, or an equivalent combination of experience, education, and/or training approved by Human Resources.
Knowledge of investment banking concepts, practices, and procedures.
Knowledge of investment concepts, practices, and procedures used in the securities industry.
Knowledge of tax and accounting concepts, practices, and procedures.
Knowledge of financial markets and products.
Skill in analyzing and interpreting financial statements.
Analytical ability to assess and explain market events.
Problem-solving skills and the ability to think independently and market ideas.
Ability to define high quality standards and evaluate products, services, and personal performance against those standards.
Ability to use standard office equipment and required software to produce correspondence, reports, electronic communications, and spreadsheets.
Ability to gather information, identify linkages and trends, and apply findings to reports.
Ability to attend to detail while maintaining a big-picture orientation.
Ability to maintain awareness of daily workflow and regulatory compliance during high-volume activity.
Ability to organize, manage, and track multiple detailed tasks and assignments amid frequently changing priorities in a fast-paced environment.
Ability to establish and maintain effective working relationships at all organizational levels.
Ability to work independently and collaboratively in a team environment.
Ability to take responsibility and accountability for one's actions and adhere to ethical principles.
Ability to prepare and deliver clear, effective, and professional presentations.
Ability to be proactive and initiate action.
Ability to lead others' work and provide training, coaching, and mentoring.
Ability to interpret and apply policies and identify and recommend changes.
Ability to communicate effectively, orally and in writing, with all organizational levels.
Required securities licenses generally include SIE, Series 63, Series 79, and Series 7; applicable licenses must be obtained within the timeframes communicated by Raymond James.

Nice To Haves

MBA degree with investment banking experience.

Responsibilities

Assist with executing M&A and financing transactions, including financial modeling, industry analysis, and comparable company analysis.
Prepare and deliver standard and tailored presentations and pitches to clients.
Produce factual and accurate information for presentation to clients.
Provide management support to analyst bankers through training, mentoring, and evaluating performance potential.
Seek development opportunities through the job, special assignments, training, or external activities.
Perform other duties and responsibilities as assigned.
Work on every aspect of the transaction process and mentor or manage Analysts.