Consumer Investment Banking Associate - Charlotte
External
Raymondjames · CharlotteFull-timeOn-siteToday
Financial AnalysisFinancial ModelingLess
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Responsibilities
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
- Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.
- Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.
Requirements
- Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
- Develop financial and economic models for financial planning or monitoring purposes.
- Estimate and manage the effort and finances to complete the work within budget.
- Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.
- Required licenses: SIE, Series 63, and Series 79.
- Education
- Bachelor's (Required)
- Work Experience
- General Experience - 10 to 15 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 same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Benefits
Dental insuranceVision insurancePaid time offEquity / stock optionsPerformance bonusParental leave
Additional Information
Job Description 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. Job Description
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