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.

Internship Program Overview

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 9-week immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

To be eligible for the summer 2024 internship program, you must be a junior or senior standing candidate pursuing a bachelor's or master's degree in a business or finance field with a graduate date of May 2025. Most positions are based in St. Petersburg with other available locations depending on company need.

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation. Department Overview The Raymond James Structured Investments Group provides a leading platform of market-linked notes and CDs to the firm’s financial advisors and clients. The Structured Investments Group works with global banks to design, structure, and distribute these investments providing full product lifecycle support and ongoing advisor education. This internship will be supporting the platform across all major functional groups including trading and operations, product origination, and product support and advisor sales. Job Summary:

The Structured Investments Group is seeking a bachelor’s or master’s degree candidate to support the platform. The team works with issuing banks to create a leading platform of offerings and interacts with advisors and clients who utilize the platform. Qualified candidates should have financial services industry experience (internship, student investment club, or demonstrated interest in markets).

An internship with the Structured Investments Group will give you hands-on experience, valuable networking opportunities, as well as the chance to learn from experts in the wealth management and financial services industries.

Interns will be involved in and assist all aspects of the platform including product origination, trading and operations, and product support and sales. The Group values contributions made by interns and works closely with them to identify areas for further career development.

Internship Length: 9 weeks

Start Date: May 28, 2024

End Date: August 2, 2024

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

Essential Duties and Responsibilities:

• Assist with operational processes including suitability, trading, setup, and other administrative duties.
• Assist team members with projects in support of the platform.
• Engage financial advisors, external partners, and other Raymond James home office departments to support the platform.
• Work with management and business consultants across various functions to improve future business processes.
• Evaluate opportunities to create efficiencies.
• Assist with complex research and investigation; may prepare analyses of information.
• Assist team members with marketing and sales efforts including presentations, advisor/client launch emails, webinars, sales support, etc.
• Assist with data review and analysis.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Microsoft Office Suite including Excel and PowerPoint.
• Investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in:

• High level customer service.
• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Critical thinking and problem solving with limited supervisory guidance.
• Communicating effectively and professionally, both orally and in writing with internal and external clients and customers.
• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to:

• Represent the company in a highly professional manner.
• Attend to detail while maintaining a big picture orientation.
• Analyze and solve problems.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Execute instructions and request clarification when necessary.
• Perform all functions with limited supervisory support and with a high level of accuracy.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels and external stakeholders to accomplish objectives.
• Promote team cohesiveness, cooperation, and effectiveness.
• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements:

• Pursuing a bachelor's or master's degree in a business or finance field with a graduate date of May 2025 or sooner.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• None Required.

Location

Hybrid position – St. Petersburg office

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

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF