Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

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

Portfolio Accounting provides monthly reports to calculate cashflow payments, income values, and market values. The reports are sent to institution clients like banks and credit unions.

Job Summary

This position will help other associates to model securities, enter trades, organize monthly transactions. This position requires knowledge of Excel and Bloomberg . Customer service is important to help manage our clients’ requests.

The summer associate position is a temporary role.

Start Date: Monday, May 4 th 2026

End Date: Friday, July 3 1 st 2026

Work Schedule: Monday through Friday, up to 24 hours per week. Part Time

Duties and Responsibilities

• Model fixed income securities into accounting software.

• Help organize monthly trade activity

• Reconcile and compare fixed income portfolio.

• Help Associates update portfolios

• Address client’s requests

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of -

• Knowledge of Microsoft Excel, Outlook, and Access.

• Knowledge of Bloomberg

• Knowledge of accounting software, TPG

Skill in

• Communication

• Data Analysis

• Customer service

Ability to

• Work independently

• Manage time effectively

• Collaborate with teams

• Attention to detail

Educational/ Previous Experience Requirements

• Freshman or Sophomore standing ( December 202 7 -May 202 9 graduates) pursuing a bachelor’s degree in business, finance, 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) .

Licenses/Certifications

• None required .

Location

• Hybrid position - Memphis, TN

• No travel required .

Education
High School (HS)

Work Experience
General Experience - 4 to 6 months

Workstyle
Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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. 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