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Raymond James Financial, Inc. Investment Banking Associate: Technology & Services (Atlanta or Boston) in Boston, Massachusetts



The Raymond James Technology & Services team is a leading technology and services practice for middle market clients. We closed 50 advisory deals in 2020 and continue to grow in the FinTech, Application Software, Information Services, IT Services & Outsourced Solutions and Infrastructure sectors.

We are looking to add to our team in our Atlanta, Boston, Chicago, or Los Angeles offices and are seeking individuals who excel at balancing multiple workstreams, are able to work with a high level of autonomy in leading and managing deal teams on M&A transactions and can support new business development in a fast-paced, highly demanding work environment.

This new hire will play an integral role on the Technology & Services Investment Banking team by providing quantitative and analytical support on live deal execution and business development efforts.

Work closely with senior bankers to develop execution and client / investor skills required to be a successful banker, while also playing an essential role in mentoring and managing Analysts.

Job Summary

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to have a positive impact on the Strategic Business Unit (SBU) and the firm through the development of the team, managing the Investment Banking (IB) Analyst, and execute and generate business for the department. Works on major projects, programs or processes with significant business impact involving cross-functional teams. Influences strategic direction and develops tactical plans and completes complex assignments. Extensive contact with Senior Management is required, to provide comprehensive solutions to complex problems or needs.

Essential Duties and Responsibilities

  • Produces factual and accurate information presented to the client.

  • Seeks opportunities for development through the job itself, through special assignments, training, or external activities.

  • Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ).

  • Trains, mentors, and evaluates interns and analysts performance potential.

  • Provide management support to analyst bankers through training, mentoring and evaluation performance potential.

  • Assists in the preparation of standard and tailored presentations and pitches.

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

  • Documents and supports the execution of new financing issues for corporate clients.

  • Identifies new entrants into the space and targets these companies for attention.

  • Performs other duties and responsibilities as assigned.



  • MBA plus investment banking experience or 3 years of investment banking or similar experience; sell-side M&A experience is strongly preferred

  • Demonstrate a strong personal and work ethic – dependable with a positive, team-oriented attitude and work well with people of all backgrounds

  • Possess strong quantitative / analytical skills and be able to lead and assist with all aspects of M&A transactions including producing tailored pitch materials, drafting and editing marketing materials and taking a lead role in financial modeling

  • Ability to manage both junior bankers as well as expectations / needs of senior bankers

  • Demonstrate flexibility and an ability to organize, prioritize and manage multiple detailed tasks and assignments in a fast-paced environment

  • Be able to work independently with strong attention to detail and excel in producing high quality deliverables in a time-sensitive environment

  • Effective communicator internally and externally; professional and confident in both verbal and written communications

  • Ability to train, manage and mentor interns and Analysts; evaluate and provides constructive feedback to aid in junior banker development

  • FINRA licenses SIE, 7 or 79 and 63 required or must be obtained shortly after hire

Job: Investment Banking

Primary Location: US-MA-Boston-Boston

Other Locations: US-GA-Atlanta-Atlanta

Organization Investment Banking

Schedule Full-time

Job Shift Day Job

Travel Yes, 25 % of the Time

Req ID: 2102048