Strategic Investment Banking Lead

Raymond James; Saint Petersburg (FL); On-site; USD 130,000 - 250,000; Full time

Job summary

Raymond James is seeking a mid-level coordinator for the investment banking function, focusing on industry sector or product capability. You will help develop service offerings, evaluate risk, and coordinate banking activities in line with legal and regulatory requirements.

You will take ownership of important parts of investment policy, participate in product development, and help implement risk management and client relationship plans across global accounts.

Qualifications

• Bachelor’s degrees in accounting, business administration and finance are required.
• Strong understanding of financial concepts and risk considerations.
• Experience in investment banking settings and regulatory environments preferred.

Responsibilities

• Develop and deliver a key portion of the organization’s investment policy and value creation.
• Contribute to financial product development aligning with corporate strategy.
• Contribute to risk management policies and controls across functions.
• Build and manage relationships with strategic, complex, global accounts across local, national, and corporate levels.

Skills

Business insight

Client & market analysis

Strategic recommendation

Regulatory knowledge

Education

Accounting

Business Administration

Finance

Job description

Raymond James is seeking a mid-level coordinator for the investment banking function, focusing on industry sector or product capability. You will help develop service offerings, evaluate risk, and coordinate banking activities in line with legal and regulatory requirements.

You will take ownership of important parts of investment policy, participate in product development, and help implement risk management and client relationship plans across global accounts.