Summer Associate – Carillon Family of Funds

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

Carillon Family of Funds (“CFF”) is part of Raymond James Investment Management (“RJIM”), a wholly owned subsidiary of Raymond James Financial. The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.

Summer Associate Job Summary

The summer associate will work closely with the president of CFF and the VP of Fund Administration. The ideal candidate possesses intellectual curiosity, attention to detail and is excited to work in a collegial environment. This role calls for someone interested in understanding the mutual fund business.

The summer associate position is a temporary role.

Start Date: Monday, June 2, 2025

End Date: Friday, August 8, 2025

Work Schedule: Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

• Assist with review of documents like board materials, annual report, semi-annual report for consistency and readability
• Assist with reviewing and documenting new rules and regulations for the new rule working group
• Assist with review of the website for accuracy and ease of navigation
• Assist with cleaning up of files and labeling folders/documents
• Assist with review of public sources of data (Morningstar, Bloomberg, etc.) to make sure all of our information is accurate.

Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

• Fundamental concepts, practices, and procedures of a professional office environment.

• Proficient in Word and Excel.

• Self-direct research and internal projects.
• Be a self-starter who is comfortable in a less structured environment.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

• Pursuing a bachelor’s or master’s degree in business, finance, or related field.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location - St. Petersburg, FL

• No travel required.

Raymond James Guiding Behaviors

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.