Summer Associate – Distribution Data and Technology

Description

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. Distribution Data and Technology is part of RJIM’s Analytics team.

Job Summary

The summer associate will work closely with the Deputy Chief Administrative Officer, Analytics, 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 2, 2025
• End Date: Friday, August 8, 2025
• Work Schedule: Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

• Understanding the client facing business, data, and technology that supports the business.

• Tactical work:

• Lead generation management

• Campaign calls and analysis

• Trend analysis

• Sales Portal development and support

• Ad-hoc question management

• Project:

• In collaboration with the team, develop version 2 of our client funnel to deepen insights with the client journey.

• Interfaces with teams across RJIM, including Sales and Distribution, Marketing, Advisory Services, IT, Investment Operations, and senior management, as well as teams at Raymond James Financial.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

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

• Tableau

• Proficient in 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
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• 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.