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About the Role

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public and private issuance of stock. This role involves working on every aspect of the transaction process, including drafting sessions, new business proposals, and due diligence meetings.

Responsibilities

• Conduct research using primary data sources and select information needed for the analysis of key themes and trends.
• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure compliance with regulations and good financial practice.
• Develop and amend investment models to provide input to senior colleagues and manage assigned portfolios.
• Advise managers on applying a wide variety of existing procedures and precedents.
• Resolve customer or supplier queries by providing information on complex processes and related policies, referring issues for interpretation when necessary.
• Edit documents in line with organizational style guidelines and prepare information for publication.
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Develop own capabilities through assessment, development planning, training, and coaching; gain or maintain external professional accreditation.
• Maintain an understanding of relevant technology, external regulation, and industry best practices.
• Analyze specific problems and issues to find the best technical or professional solutions.
• Develop short- or medium-term work schedules to achieve planned commitments, approving overtime or using additional resources as needed.
• Explore issues or needs, establishing potential causes and barriers.
• Support internal customers and help senior colleagues manage internal client relationships.
• Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.

Requirements

• Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills.
• Works without supervision and provides technical guidance when required on analyzing data trends for use in reports.
• Independently supports business processes with comprehensive understanding and effective use of standard office equipment and software packages.
• Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures.
• Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
• Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations.
• Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
• Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies.
• Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
• Works with full competence to analyze potential solutions and create recommendations based on expected benefits, costs, and overall value.
• Conducts research and analyzes data without supervision while providing technical guidance as needed to develop a comprehensive understanding of customer and market conditions.
• Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.
• Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value, and necessary changes.
• Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.
• Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment.
• Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
• Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
• Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business.
• Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy.
• Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.

Skills

• Verbal communication
• Data analysis
• Office equipment and software proficiency
• Policy interpretation and development
• Planning and execution
• Data analysis from multiple sources
• Regulatory compliance
• Activity planning, organization, and prioritization
• Legal, regulatory, and policy application
• Client account management
• Solution analysis and recommendation
• Market and customer analysis
• Data management
• Future state envisioning and documentation
• Clear, concise, and compelling communication
• Business case creation
• Problem exploration and value articulation
• Client needs discovery
• Business process documentation
• Gap analysis
• Customer-centric orientation

Location

• Resident

Work Type

• Full-time

Experience Level

• 13 months to 3 years

Education Level

• Bachelor’s in Accounting
• Bachelor’s in Business Administration
• Bachelor’s in Finance

Salary/Compensations

• $75,000.00-$125,000.00

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings plan
• Paid time off (vacation, holidays, sick leave)
• Parental leave

About the Company

• At Raymond James, 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, 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, and 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.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.