Raymond James

Investment Banking Associate - Asset Wealth Management (New York)

NEW YORK, NYPosted 19 days ago

Job summary

  • Job post source

    This job is directly from Raymond James

  • Job overview

    The Investment Banking Associate at Raymond James plays a key role in the asset wealth management team, contributing to financial analysis, business proposals, and investment strategies to support company growth.

  • Responsibilities and impact

    The role involves developing financial management plans, analyzing risks and market trends, ensuring regulatory compliance, managing client relationships, providing expert advice, and guiding others in financial and operational processes.

  • Compensation and benefits

    The salary range is $100,000 to $175,000; benefits likely include health insurance and retirement plans as typical for the company, though specifics are not detailed.

  • Experience and skills

    Candidates need 3 to 6 years of experience with a Bachelor's degree in Accounting, Business Administration, or Finance; skills include data analysis, risk assessment, financial modeling, compliance, communication, and leadership abilities.

  • Career development

    The company encourages professional growth and leadership development, expecting associates to inspire others and contribute to continuous improvement.

  • Work environment and culture

    Raymond James promotes a people-first culture valuing diversity, integrity, client-first values, and a collaborative work environment.

  • Company information

    Raymond James is a financial services firm emphasizing client-first values, integrity, and long-term conservative strategies, supporting associates' professional growth.

  • Team overview

    The associate will work within an industry-focused team, collaborating with senior colleagues and internal clients to deliver business strategies.

  • Job location and travel

    The position is based in New York with a resident workstyle, implying on-site presence.

  • Unique job features

    The role offers opportunities to act as a subject matter expert, engage in strategic planning, and lead training and guidance initiatives within the team.

Company overview

Raymond James is a diversified financial services company providing investment banking, wealth management, and asset management services. Founded in 1962 by Robert James, the firm has grown through strategic acquisitions and organic growth, establishing a strong presence in the U.S. and internationally. They generate revenue through advisory fees, commissions, and interest income. Notably, Raymond James is known for its client-first approach and robust financial advisor network, making it a reputable choice for both clients and employees.

How to land this job

  • Tailor your resume to emphasize your expertise in financial modeling, risk assessment, and investment forecasting, aligning with Raymond James' focus on asset wealth management and strategic financial planning.

  • Highlight your experience in developing business proposals, conducting merger and acquisition analysis, and preparing public issuance documentation, as these are key responsibilities in the role.

  • Submit applications through multiple platforms including Raymond James' official corporate careers page and LinkedIn to maximize your exposure to recruiters and hiring managers.

  • Leverage LinkedIn to connect with professionals within Raymond James' Asset Wealth Management division; initiate conversations by referencing recent company news, asking about team culture, or expressing enthusiasm for their approach to financial management.

  • Optimize your resume for ATS by incorporating keywords such as 'risk modeling,' 'financial policies,' 'investment forecasting,' 'merger and acquisition,' and 'compliance,' ensuring your application passes automated screenings.

  • Use Jennie Johnson's Power Apply feature to automate multi-channel applications, tailor your resume with relevant keywords, and identify LinkedIn contacts for networking, allowing you to focus more on interview preparation and skill enhancement.

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