Job Description Summary
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.

Job 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

ClariVest Asset Management (“ ClariVest ”) is an investment management boutique within Raymond James Investment Management, a wholly owned subsidiary of Raymond James Financial . ClariVest is located in San Diego, CA and employs a behavioral approach that focuses on identifying opportunities ( optimal entry and exit points) within companies’ fundamental cycles. The team employs a combination of quantitative tools and fundamental research to identify stocks with strong recent fundamentals that are inconsistent with some “common sense”-based expectation .

Job Summary

The summer associate will work closely with the investment management team, and support its work through high-level mathematics, statistics , and data analysis coding languages such as Python or SAS . The role is to enhance investment processes through robust quantitative and fundamental analysis and to serve the investment team on a myriad tasks . The ideal candidate possesses intellectual curiosity and is excited to work in a collegial environment. This role calls for someone interested in the quantitative and fundamental elements that underpin sound investment decisions.

The summer associate position is a temporary role.

Start Date: Monday, June 1 5 , 202 6

End Date: Friday, August 21 , 202 6

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

Duties and Responsibilities

• Identify areas of improvement in current workflows within ClariVest ’ s data analytics/investment/operations departments.

• Develop charts/reports to assist with portfolio management decision-making process.

• Explore investment team desk-specific projects .

• Assist with investment team data requests on an ad hoc basis.

• Learn about ClariVest ’ s investment philosophy and role within the broader domestic and international equity markets.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Data analysis coding languages such as Python or SAS.

• High-level mathematics and statistics

• Excel

• Financial markets (asset classes/economic data/market participants & structures)

• Portfolio management (risk/allocation/performance measurement)

Skill in

• Data management/storytelling (create narratives based on results of data analysis)

• Report creation/optimization

Ability to

• Ability to respond to common data inquiries from internal teammates.

• Assist in defining problems, collecting data, establishing facts, and drawing valid conclusions.

• Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Communicate effectively, both orally and in writing.

• Work independently and collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/ Previous Experience Requirements

• Full-time student at an accredited college/university, graduating December 2026 or later, pursuing a bachelor’sdegreeor master’sdegreeinbusiness, finance, statistics, 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 - San Diego, CA

• No travel required .

Education
High School (HS) (Required)

Work Experience
General Experience - 4 to 6 months

Salary Range
$35,152.00-$52,000.00

Workstyle
Hybrid

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