Career paths

Explore career paths in Investment Banking

For more than 50 years, Raymond James has combined deep expertise, global reach and sophisticated strategies to serve the needs of growth companies and their investors. Our bankers are highly specialized by industry focus and transactional expertise. Learn more about the opportunities within Investment Banking below.

Managing Director

An Investment Banking managing director is the:

• Senior relationship owner responsible for ensuring clients receive best-in-class advisory services

• Primary individual who manages client and prospective client interactions

• Consistently leads mentorship and management of deal team members

• Creates and maintains close relationships within their industry to drive practice awareness and ensure clients have access to the necessary network

• Pitches prospective and existing clients on their industry and product expertise to originate revenue generating opportunities

Director

An Investment Banking director can expect to:

• Lead the execution deal team on a day-to-day basis, and help set the top-down strategy for the transaction

• Deliver client value through industry and product expertise

• Leverage industry network to establish and develop coverage of incremental industry verticals as part of the overall practice

• Drive professional growth and advancement of junior bankers through hands-on-mentorship

Vice President

An Investment Banking vice president can expect to:

• Develop and leverage analytical capabilities and quantitative storytelling skills specific to their focused sector

• Support prospective and live deal processes while developing domain expertise within targeted sectors

• Mentor and manage the work of associates and analysts; interface directly with senior bankers, clients and counterparties

• Transition into deal origination roles by taking an active role in business development initiatives

Associate

In this three-year program, an Investment Banking associate plays an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. An associate can expect to:

• Partner with senior bankers and clients in the execution of a variety of financial engagements and due diligence process management

• Create valuation analyses and detailed operating financial models

• Support relationship management efforts of senior bankers and recruit, mentor and develop junior team members

Analyst

In this three-year program, an Investment Banking analyst develops the skills necessary to perform the ins and outs of execution, assists the team where needed, and gains more technical skills. An analyst can expect to:

• Participate in all aspects of deal execution including prospect cultivation, pitch creation, marketing analyses and financial modeling alongside senior bankers and clients

• Coordinate with management teams and prospective buyers to perform due diligence, including virtual data room oversight and coordination with third-party providers

• Identify prospects, prepare overview materials, create market maps and track recent transaction activity across a myriad of sectors

• Ideate and implement innovative ways to improve and develop the skills necessary to perform deal execution

Intern

An investment banking intern can expect to:

• Have a high-level of responsibility in a specific industry working with a variety of financial products including public and private debt and equity financing, mergers and acquisition and financial advisory

• Learn about and develop various financial models, perform valuation methodologies and comparative company analysis to support transaction execution

• Research, analyze and present elements of a developing transactions to senior leaders

Learn more about our Global Equities & Investment Banking Teams

Get in touch

Not sure what position best suits you? We welcome all inquiries about open positions and look forward to hearing from you.

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