Investment Banking Associate, Technology,Services Investment Banking Associate, Technology,Services …

Raymond James Financial Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Raymond James Financial Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Investment Banking Associate, Technology,Services
Investment Banking Associate II, Technology & Services

Associate, Investment Banking – Technology & Services

Based in Boston, MA or Atlanta, GA


The RJ 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 Boston & Atlanta 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.

Job Summary:
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.


  • 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

Primary Location: US-MA-Boston-Boston
Work Locations:
Job: Business Development
Organization: Raymond James Financial, Inc.
Schedule: Full-time
Shift: Day Job
Travel: Yes, 25 % of the Time
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