2026 Summer Associate – ClariVest Asset Management – Raymond James Investment Management- San Diego, CA

Raymond James & AssociatesSan Diego, CA
1d$35,152 - $52,000Hybrid

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 ClariVest Asset Management (“ ClariVest ”) is an investment management boutique within Raymond James Investment Management, a wholly owned subsidiary of Raymond James Financial . ClariVest is located in San Diego, CA and employs a behavioral approach that focuses on identifying opportunities ( optimal entry and exit points) within companies’ fundamental cycles. The team employs a combination of quantitative tools and fundamental research to identify stocks with strong recent fundamentals that are inconsistent with some “common sense”-based expectation . Job Summary The summer associate will work closely with the investment management team, and support its work through high-level mathematics, statistics , and data analysis coding languages such as Python or SAS . The role is to enhance investment processes through robust quantitative and fundamental analysis and to serve the investment team on a myriad tasks . The ideal candidate possesses intellectual curiosity and is excited to work in a collegial environment. This role calls for someone interested in the quantitative and fundamental elements that underpin sound investment decisions. The summer associate position is a temporary role. Start Date: Monday, June 1 5 , 202 6 End Date: Friday, August 21 , 202 6 Work Schedule: Monday through Friday, up to 40 hours per week.

Requirements

  • Knowledge of Data analysis coding languages such as Python or SAS.
  • High-level mathematics and statistics
  • Excel
  • Financial markets (asset classes/economic data/market participants & structures)
  • Portfolio management (risk/allocation/performance measurement)
  • Skill in Data management/storytelling (create narratives based on results of data analysis)
  • Report creation/optimization
  • 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 detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Communicate effectively, both orally and in writing.
  • Work independently and collaboratively within a team environment.
  • Provide a high level of customer service.
  • Establish and maintain effective working relationships.
  • Full-time student at an accredited college/university, graduating December 2026 or later, pursuing a bachelor’s degree or master’s degree in business, finance, statistics, 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).
  • High School (HS) (Required)
  • General Experience - 4 to 6 months

Responsibilities

  • Identify areas of improvement in current workflows within ClariVest ’ s data analytics/investment/operations departments.
  • Develop charts/reports to assist with portfolio management decision-making process.
  • Explore investment team desk-specific projects .
  • Assist with investment team data requests on an ad hoc basis.
  • Learn about ClariVest ’ s investment philosophy and role within the broader domestic and international equity markets.
  • Performs other duties and responsibilities as assigned.
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