About The Position

Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Department Overview Raymond James Investment Management (“RJIM”) is a wholly owned subsidiary of Raymond James Financial. Advisory Solutions and Market Strategy is the team within RJIM that manages key relationships across our client segments. The team is also responsible for providing market insights to support and inform strategies across the organization. Job Summary The summer associate will work closely with the head of Advisory Solutions and Market Strategy, providing analysis and reporting to support client-facing teams across RJIM. The ideal candidate possesses intellectual curiosity and is excited to work in a collegial environment. The summer associate position is a temporary role. Start Date: Monday, June 1, 2026 End Date: Friday, August 7, 2026 Work Schedule: Monday through Friday, up to 40 hours per week.

Requirements

  • Knowledge of Fundamental concepts, practices, and procedures of a professional office environment.
  • Financial models and data visualization methods.
  • Basic knowledge and familiarity with data mining and data visualization tools.
  • Skill in Excel, Tableau, SQL, PowerPoint; familiarity with AI LLMs or Python a plus.
  • Simplify and present time series and cross-sectional data.
  • Ability to respond to common data inquiries from internal teammates.
  • Assist in defining problems, collecting data, establishing facts, and drawing valid conclusions.
  • Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Organize, manage, and track multiple tasks and assignments in a fast-paced work environment.
  • Communicate effectively, both orally and in writing.
  • Work independently and collaboratively within a team environment.
  • Establish and maintain effective working relationships.
  • Full-time student at an accredited college/university, graduating December 2026 or later, pursuing a bachelor’s degree in business, finance, or related field.
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.
  • Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Responsibilities

  • Assist with monitoring daily trends across global markets, highlighting key fundamental and technical developments.
  • Work with team to prepare timely market commentary and help to tie into RJIM sales initiatives
  • Learn about strategic and tactical asset allocation.
  • Provide summaries of key earnings reports (assuming they start before Q2 earnings season kicks off) and conference calls.
  • Performs other duties and responsibilities as assigned.
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