2027 Investment Banking Associate I Consumer Nashville, TN

Raymond James & Associates•Nashville, TN

1d•Onsite

About The Position

Raymond James seeks an Investment Banking Associate I to play an integral role on a specific industry-focused team. The associate works across the transaction process, including formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to public stock offerings. Associates also support and mentor Analysts. The role involves executing M&A and financing transactions, conducting financial modeling and industry and comparable-company analyses, and preparing and delivering standard and tailored client presentations and pitches. Associates provide accurate information to clients and support Analysts through training, mentoring, and performance evaluation. Raymond James describes a people-first, inclusive workplace and offers opportunities for associate development through developmental programs, mentorships, and continuing education.

Requirements

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; securities-industry investment concepts, practices, and procedures; tax and accounting; and financial markets and products.
Ability to analyze and interpret financial statements and assess and explain market events.
Problem-solving and independent-thinking skills sufficient to market ideas.
Ability to gather information, identify linkages and trends, and apply findings to reports.
Ability to manage detail while maintaining a big-picture orientation and to organize and track multiple detailed assignments amid changing priorities in a fast-paced environment.
Ability to work independently and collaboratively, maintain effective working relationships, and take responsibility and accountability for one’s actions.
Ability to adhere to ethical principles and remain attentive to workflow and regulatory compliance during high-volume activity.
Ability to prepare and deliver clear, effective, professional presentations and communicate effectively orally and in writing at all organizational levels.
Ability to lead others’ work and provide training, coaching, and mentoring; interpret and apply policies; and identify and recommend policy changes as appropriate.
Ability to use standard office equipment and required software to produce correspondence, reports, electronic communications, and spreadsheets.
Must be legally authorized to work in the United States and must not require visa sponsorship now or in the future, including beyond OPT/EAD.
SIE examination, Series 63, Series 79, and Series 7 licenses are generally required and, if applicable, must be obtained within timeframes communicated by Raymond James.

Nice To Haves

MBA degree with Investment Banking experience.
Completed bachelor’s degree in Accounting, Business Administration, or Finance.

Responsibilities

Assist with the execution of M&A and financing transactions, financial modeling, and industry and comparable-company analysis.
Prepare and deliver standard and tailored presentations and pitches to clients.
Produce factual and accurate information for presentation to clients.
Train, mentor, and evaluate performance potential of analyst bankers.
Seek development opportunities through the job, special assignments, training, or external activities.
Perform other duties and responsibilities as assigned.
Formulate new business proposals, develop company forecasts and valuations, evaluate M&A scenarios, and prepare documents related to public stock issuance.
Work on every aspect of the transaction process and mentor or manage Analysts.