Private Capital Advisory - Investment Banking Associate I (Los Angeles)

Raymond James • Los Angeles, CA

90d • $100,000 - $175,000

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.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• 3 to 6 years of general experience.

Responsibilities

• 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.
• May also 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 through continuing professional development.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees