Investment Banking Experienced Associate (Restructuring) - Capital Structure Advisory, NY

Raymond James•New York, NY

12d•Onsite

About The Position

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. The role makes authoritative recommendations and develops solutions, policies, procedures, schedules, and frameworks that support business performance and organizational needs. It also involves managing investment portfolios through market and sector analysis, maintaining external relationships, supporting internal customers, and contributing to communications and risk-management plans. The position calls for advanced, independent work across business analysis, client and market research, business-case development, future-state planning, and gap analysis. The associate is expected to provide guidance and training to others in relevant areas. The role is based in a resident workstyle, with travel of less than 25%. The total compensation package includes base salary or wages and may include additional cash or equity compensation, discretionary bonuses, or commissions. Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off, including vacation, holidays, and sick leave; and parental leave. Eligibility and specific offerings may vary by position and employment status.

Requirements

Bachelor’s degree in Accounting (required).
Bachelor’s degree in Business Administration (required).
Bachelor’s degree in Finance (required).
3 to 6 years of general experience.
Expertise with standard office equipment and software packages to support business processes.
Expertise in analyzing data trends for reports that help guide decision-making.
Clear and effective verbal communication skills to express ideas, request actions, and formulate plans or policies.
Ability to plan, organize, prioritize, and oversee activities efficiently to meet business objectives.
Ability to develop, monitor, interpret, and understand policies and procedures and ensure alignment with organizational strategies and objectives.
Ability to develop appropriate plans or take necessary actions based on recommendations and requirements.
Expert understanding of numerical concepts and mathematical operations, including report analysis.
Knowledge of laws, regulations, and policies in the area of expertise.
Ability to acquire, organize, protect, and process data to fulfill business objectives.
Comprehensive client-account management knowledge and skills, including guiding and training others.
Advanced ability to analyze solutions and make recommendations based on benefits, costs, and value.
Advanced ability to understand and document business context, needs, processes, and current state.
Advanced ability to develop business cases, quantify costs, justify investment, and identify return on investment.
Ability to conduct research and analyze data to understand customer and market conditions.
Ability to identify customer needs and align organizational delivery accordingly.
Advanced ability to define and document future states and required changes.
Ability to explore problems with clients and help articulate the value of a solution.
Advanced ability to conduct gap analysis between current and future states.
Ability to identify clients’ explicit needs, opportunities, and challenges.

Responsibilities

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public issuance of stock.
Make authoritative recommendations about technical or professional solutions that could significantly improve business performance and affect the business over the short and long term.
Develop innovative solutions by integrating and analyzing complex and diverse information sources.
Develop functional or operational policies and policy frameworks for the area of responsibility or department.
Create underlying procedures and monitor their implementation.
Manage investment portfolios through in-depth market and sector analysis while maintaining external relationships.
Participate in formulating and evolving general investment policy.
Work on complex administrative processes and databases, and develop and test procedures to ensure alignment with organizational needs.
Develop short- or medium-term work schedules to achieve planned commitments; approve overtime or use additional resources as needed.
Build frameworks to assess the scope and context of short- and long-term business needs.
Act as a business partner to important internal customers and manage relationships with them, taking guidance from senior colleagues.
Develop or deliver plans for significant aspects of internal communications, with guidance from senior colleagues.
Develop and write highly visible materials, such as sensitive press releases or speeches for critical audiences.
Develop or deliver contingency plans for significant aspects of risk management or risk control processes.
Analyze potential solutions and make recommendations based on expected benefits, costs, and overall value to key stakeholders.
Understand business context, needs, rules, architecture, organizational structure, cultures, capabilities, and processes, and document current-state processes and business conditions.
Interpret, contribute to, or lead business-case creation with client departments to quantify current costs, justify project investment, and identify return on investment.
Conduct research and analyze data to understand customer and market conditions and support maximum investment returns.
Orient the seller’s organization around delivering to key customer needs.
Envision and document future states for processes and products, including solution scope, potential value, and required changes to processes, products, infrastructure, capabilities, and technology.
Help clients explore problems, consider the implications of not changing, and articulate the value of a solution.
Conduct gap analysis between current and future states to identify components of an overall change strategy.
Uncover clients’ explicit needs and unforeseen opportunities and challenges.
Guide and train others in areas including client account management, research and analysis, and business analysis.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Potential additional cash or equity compensation, discretionary bonuses, or commissions