Investment Banking Associate - Technology & Services (Boston)

Raymond James-posted 4 months ago
$100,000 - $175,000/Yr
Boston, MA
1-10 employees
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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.

  • 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.
  • 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.
  • 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.
  • Bachelor’s degree in Accounting, Business Administration, or Finance.
  • More than 15 years of general experience.
  • Securities Industry Essentials Exam (SIE) certification from FINRA.
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