Investment Banking Associate I/Ii - Healthcare

Job Summary
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. Associates are expected to work on every aspect of the transaction process and mentor / manage Analysts.
Essential Duties And Responsibilities

• Produces factual and accurate information that’s presented to the client.
• Performs other duties and responsibilities as assigned.
• Provide management support to analyst bankers through training, mentoring and evaluating performance potential.
• Prepares and delivers standard and tailored presentations and pitches to clients.
• Seeks opportunities for development through the job itself, through special assignments, training, or external activities.
• Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.

Qualifications:
Knowledge, Skills, And Abilities
Knowledge of

• Concepts, practices and procedures of Investment Banking.
• Financial markets and products.
• Concepts, practices and procedures of Tax and Accounting.
• Investment concepts, practices and procedures used in the securities industry.

Skill in

• Defining high standards of quality and evaluate products, services, and own performance against those standards.
• Problem solving skills and the ability to think independently sufficient to market ideas.
• Analytical skills sufficient to assess and explain events in the market.
• Analyzing and interpreting financial statements.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

• Lead the work of other and provide training, coaching and mentoring.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Prepare and deliver clear, effective and professional presentations.
• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
• Gather information, identify linkages and trends and apply findings to reports.
• Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
• Demonstrate uncompromising adherence to ethical principles.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Work independently as well as collaboratively within a team environment.
• Attend to detail while maintaining a big picture orientation.
• Assume full responsibility and accountability for own actions.
• Be proactive and demonstrate readiness and ability to initiate action.
• Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements

• Bachelor’s Degree in related field and a minimum of three (3) years of experience in Investment Banking.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
• MBA Degree with experience in Investment Banking Preferred.
• OR ~

Licenses/Certifications

• FINRA Series 7 or 79 License.
• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 63 or the ability to obtain within six (6) months of hire.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:

• Contribute to the continuous evolution of the firm
• Work with and through others to achieve desired outcomes
• Grow professionally and inspire others to do the same
• Take ownership and hold themselves and others accountable for delivering results that matter
• Make prompt, pragmatic choices and act with the client in mind

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job :
Investment Banking
Primary Location :
US-NC-Charlotte-Charlotte
Organization :
Investment Banking
Schedule :
Full-time
Shift :
Day Job
Travel :
Yes, 25 % of the Time