Massachusetts Green Jobs

MassHire JobQuest Logo

Job Information

Raymond James Financial, Inc. Investment Banking Associate/VP - Industrial Technology (Boston) in Boston, Massachusetts


The Raymond James global Industrial Technology team is looking to hire an Investment Banking Associate/Vice President in North America. Our team is one of the most active and fastest growing advisors in Industrial Technology with over 60 years of sector coverage and over 125 transactions in the past 10 years.

The Associate/Vice President position will offer the opportunity to gain significant business development and transaction experience in the Industrial Technology sector. Drawing on previous experience, the ideal candidate will have a proven ability to take initiative, will possess exceptional financial proficiency, communication and presentation skills and demonstrate academic excellence.

Our Investment Banking team of over 350 investment bankers across North America and Europe is focused on servicing the corporate finance and financial advisory needs of our clients. We offer a complete range of capital markets services with strong expertise in mergers & acquisitions, public offerings, private placements and syndication.

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.


Knowledge, Skills, and Abilities

Knowledge of

  • Advanced concepts, practices and procedures of Investment Banking.

  • Advanced investment concepts, practices and procedures used in the securities industry.

  • Advanced concepts, practices and procedure of Tax and Accounting.

  • Financial markets and products.

Skill in

  • Analyzing and interpreting financial statements.

  • Analytical skills sufficient to assess and explain events in the market.

  • Problem solving skills and the ability to think independently sufficient to market ideas.

  • Defining high standards of quality and evaluate products, services, and own performance against those standards.

  • Operating standard office equipments and using required software applications, including Microsoft Office and established databases.

Ability to

  • Gather information, identify linkages and trends and apply findings to reports.

  • Attend to detail while maintaining a big picture orientation.

  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Work independently as well as collaboratively within a team environment.

  • Assume full responsibility and accountability for own actions.

  • Demonstrate uncompromising adherence to ethical principles.

  • Prepare clear, effective and professional presentations.

  • Be proactive and demonstrate readiness and ability to initiate action.

  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.

Educational/Previous Experience Requirements

  • Bachelor’s Degree in related field and a minimum of three (3) years of experience in Investment Banking.

  • OR

  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.


  • SIE required provided that an exemption or grandfathering cannot be applied.

  • FINRA Series 7 or 79 License.

  • FINRA Series 63 or the ability to obtain within six (6) months of hire.

Job: Investment Banking

Primary Location: US-MA-Boston-Boston

Organization Investment Banking

Schedule Full-time

Job Shift Day Job

Travel Yes, 25 % of the Time

Req ID: 2101994