VP, M&A Investment Banking: Strategy & Execution

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

100 Raymond James & Associates, Inc. is seeking a mid-level coordinator for the investment banking function.

You will develop and deliver a key part of the investment policy, coordinate risk and product development, and build relationships with strategic accounts at multiple levels. You will oversee investment value optimization, ensure regulatory compliance, and align with corporate strategy while coordinating with client organizations to ensure clear two-way communication.

Qualifications

• Bachelor's degrees in Accounting, Business Administration and Finance completed.
• General experience: More than 15 years.
• Knowledge of laws, regulations and policies in area of expertise.

Responsibilities

• Take responsibility for developing and delivering an important part of the organization's investment policy.
• Maximize the value of investments by managing an investment department or unit.
• Develop and deliver the organization's risk management policies and procedures.
• Develop and implement a relationship management plan for strategic, global accounts to build key relationships at local, national, and corporate levels.
• Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues.

Skills

Business environment understanding

Market conditions analysis

Regulations knowledge

Education

Accounting

Business Administration

Finance

Job description

100 Raymond James & Associates, Inc. is seeking a mid-level coordinator for the investment banking function.

You will develop and deliver a key part of the investment policy, coordinate risk and product development, and build relationships with strategic accounts at multiple levels. You will oversee investment value optimization, ensure regulatory compliance, and align with corporate strategy while coordinating with client organizations to ensure clear two-way communication.