2027 Summer Internship - PCG Finance - St. Petersburg, FL

Raymond James & Associates•Saint Petersburg, FL

9d•Hybrid

About The Position

This is a summer internship position within the Private Client Group (PCG) Finance department, specifically supporting the Modeling & Reporting team. The intern will gain exposure to financial analysis, data validation, management reporting, and projects related to financial advisor recruiting, retention, and business performance. The role involves working with financial and operational data to identify trends, evaluate opportunities, and communicate findings. Assignments may include financial modeling for advisor recruiting, cross-divisional analysis of revenue and expenses, advisor production and asset metrics, expense report reviews, and improvements to recruiting data and reporting processes. The internship aims to strengthen Excel, analytical, and business communication skills, and provide an understanding of how finance teams support decision-making.

Requirements

Junior standing (December 2027-May 2028 graduates) pursuing a bachelor’s or master’s degree in business, finance, or related field.
Fundamental finance, accounting and business concepts.
Microsoft Excel, including formulas, formatting, sorting, filtering and organizing data.
Basic data analysis and the interpretation of financial and operational information.
Microsoft Office applications, including PowerPoint, Word, Outlook and Teams.
Analyzing data, identifying trends and presenting findings clearly.
Organizing and reconciling detailed information to produce accurate, high-quality work.
Using spreadsheets to summarize financial and operational data.
Communicating professionally with team members, business partners and leadership.
Organize and prioritize multiple assignments while meeting deadlines.
Learn new financial concepts, business processes, systems and software applications.
Work independently while collaborating effectively across teams.
Apply sound judgment, ask thoughtful questions and escalate issues when appropriate.
Adapt to assignments that vary in scope and complexity.
Maintain attention to detail and handle confidential business information responsibly.
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).

Nice To Haves

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Responsibilities

Build financial models to evaluate advisor recruiting opportunities, including production, assets, revenue and deal terms.
Prepare reports and analyses on recruiting, retention, assets, production, net new assets and other key metrics.
Analyze business-unit revenue, expenses, operating performance and economies of scale.
Collect, validate and reconcile data to ensure accurate reporting and analysis.
Enter, review and research recruiting data in internal reporting and workflow tools.
Partner across teams to research questions, resolve data issues and complete projects.
Maintain and improve Excel models, reporting templates and process documentation.
Perform other duties such as expense report reviews as assigned.