Investment Banking Associate I - Technology & Services (McLean, VA)

Job Description Summary

Play an integral role in the department’s activities with a high level of responsibility as a member of an 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 all aspects of the transaction process and to mentor and manage Analysts.

Job Description

Essential Duties and Responsibilities

• Assists with the execution of M&A and financing transactions, including financial modeling, industry analysis, and comparable company analysis.

• Prepares and delivers both standard and tailored presentations and pitches to clients.

• Produces factual, accurate information to be presented to clients.

• Provides management support to Analyst‑level bankers through training, mentoring, and evaluating performance potential.

• Seeks opportunities for development through job assignments, special projects, training, and external activities.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Concepts, practices, and procedures of investment banking.

• Investment concepts, practices, and procedures used in the securities industry.

• Concepts, practices, and procedures of tax and accounting.

• Financial markets and products.

Skill in

• Analyzing and interpreting financial statements.

• Applying analytical skills to assess and explain market events.

• Solving problems and thinking independently in order to develop and market ideas.

• Defining high standards of quality and evaluating products, services, and personal performance against those standards.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communications, and spreadsheets.

Ability to

• Gather information, identify linkages and trends, and apply findings to reports.

• Attend to detail while maintaining a big‑picture orientation.

• Remain cognizant of organizational commitments to daily workflow and regulatory compliance during high‑volume activity.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment.

• Establish and maintain effective working relationships at all levels of the organization.

• Work independently as well as collaboratively within a team environment.

• Assume full responsibility and accountability for one’s own actions.

• Demonstrate uncompromising adherence to ethical principles.

• Prepare and deliver clear, effective, and professional presentations.

• Be proactive and demonstrate the readiness and ability to initiate action.

• Lead the work of others and provide training, coaching, and mentoring.

• Interpret and apply policies, and identify and recommend changes as appropriate.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Education/Previous Experience

• Bachelor’s Degree in related field and a minimum of three (3) years of experience in Investment Banking.

• MBA Degree with experience in Investment Banking Preferred.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.

• FINRA Series 7 or 79 License.

• FINRA Series 63 or the ability to obtain within six (6) months of hire.

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Resident

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:

 Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes

 Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter

 Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.