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.

S ummer A ssociate Job Summary

Under immediate supervision, performs routine department work using specialized knowledge and skills obtained through education, experience and/or specialized training. Performs analytical work and related assignments that support Senior Analysts & Traders and clients in an assigned industry. Responsible for thorough analysis of projects, preparing cash flow analyses, offering circulars and other documents related to the offerings, and client presentations, as well as conducting research related to existing and prospective clients. May be responsible for complete projects or specific aspects of them, depending on their complexity and scope. As summer associates gain experience, they are expected to increase their capacity to process a larger portion of a given transaction. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality and ingenuity to make moderately complex decisions.

This is a temporary role.

The summer associate position is a temporary role.

Start Date: Monday, June 1, 2026

End Date: Friday, August 7, 2026

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

Duties and Responsibilities

• Completes spreadsheet financial models for assigned industry.

• Formulates new transaction proposals.

• May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis.

• Helps in preparation of client pitch books.

• Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies.

• Creates and presents marketing and sales materials.

• May have limited interaction with clients.

• Performs other duties and responsibilities as assigned.

• Works independently on assigned projects and tasks, meeting all delivery deadlines.

• Operates standard office equipment and uses required software applications .

• Answer incoming phones

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships.

• Financial markets and products.

• Basic business case analysis.

• Financial analysis and data modeling.

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

Skill in

• Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.

• Basic skills in coding, SQL, HTML 5, Python. “Scripting Languages”

• Communicate effectively, both orally and in writing to all level of associates and clients.

• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.

• Ability to work effectively as part of a virtual/hybrid team.

• Comfortable establishing positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders - etc. )

Ability to

• Multi-task and work on a fast-paced, team-oriented environment.

• Efficiently manage time and resources in order to overcome quantitative and analytical challenges.

• Establish and maintain effective working relationships at all levels of the organization.

• Work under stress restricted by time deadlines and work volume fluctuations.

• Prepare and deliver clear, effective and professional presentations.

• Communicate both orally and in writing, with all levels of the organization and external clients.

• Work independently as well as collaboratively within a team environment.

• Organize and prioritize multiple tasks and meet deadlines .

• Provide a high level of customer service.

Educational/ Previous Experience

• Junior or Senior standing student pursuing a Bachelor’s Degree (B.A.) or Master’s Degree in Finance , Economics, MIS, ISM or related field at an accredited university.

• 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

St. Petersburg, FL Home Office or New York, NY office

• No travel required .

Education
High School (HS) (Required)

Work Experience
General Experience - 4 to 6 months

Certifications

Travel
Less than 25%

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.
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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