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About the Role
This role coordinates investment banking functions, developing client offerings, evaluating risk, and executing banking activities in compliance with legal and regulatory requirements.
Responsibilities
- Develop and deliver a significant portion of the organization's investment policy.
- Maximize investment value by managing an investment department or unit.
- Develop and deliver a major part of the organization's financial product development program to support corporate strategy.
- Develop and implement risk management and/or risk control policies and procedures.
- Develop and implement a relationship management plan for strategic, complex, global accounts.
- Coordinate organizational engagement with clients for effective information flow and issue resolution.
Requirements
- Interpret and apply knowledge of laws, regulations, and policies in the area of expertise.
- Analyze and research client and market conditions to understand clients and markets for maximum returns.
- Review and evaluate recommendations and requirements to develop appropriate plans or deliver actions.
Skills
- Business environment and objectives analysis for solution development.
- Client and market analysis.
- Plan development and action delivery.
- Knowledge of laws, regulations, and policies.
Location
- Resident
Work Type
- Full-time
Experience Level
- More than 15 years of general experience
Education Level
- Bachelor's in Accounting
- Bachelor's in Business Administration
- Bachelor's in Finance
Salary/Compensations
- $130,000.00-$250,000.00
Benefits
- Medical, dental, and vision insurance
- Life insurance
- Critical illness insurance and accident insurance
- Disability benefits
- Retirement savings plan
- Paid time off (vacation, holidays, sick leave)
- Parental leave
About the Company
- Raymond James associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold the firm's core values: client-first, integrity, independence, and a conservative, long-term view.
- The company fosters a people-first culture, honoring, valuing, and respecting the uniqueness, experiences, and backgrounds of all associates.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.