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

The P rivate Market Direct Desk sits within Raymond James Global Wealth Solutions and provides sophisticated institutional clients with access to an extensive range of private investment opportunities across asset classes such as private equity, private credit, private market secondaries and mezzanine opportunities.

Job Summary

Private Market Direct (PMD) is seeking a summer associate to support the desk’s distribution, originations and operations functions. We are seeking a highly motivated, self-starter with a passion for the financial markets to join our team for a full -time summer associate experience.

Being a summer associate on the P MD Desk will provide hands-on experience, valuable networking opportunities, as well as the chance to learn from experts in the wealth management and financial services industries. Our summer associate will gain practical exposure to deal origination, investment analysis, relationship management, sales processes, and KPI analysis. We value the contributions made by our summer associate to the team and work closely with them to identify areas for their further career development.

The summer associate position is a temporary role.

Start Date: Monday, June 1 , 202 6

End Date: Friday, August 7 , 202 6

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

Duties and Responsibilities

• Assist with special research projects .

• Prepare reports and analysis used in management presentations and other reporting materials .

• Update prospective deal pipeline and synthesize internal factsheet s.

• Assist in tracking revenues and generating invoices for any monies owed by sponsors or other parties .

• Support i nteract ions between PMD desk and financial advisors to facilitate the investment process and provide solutions to technical questions .

• Prepare letters, forms, and spreadsheets to assist with servicing financial advisors and clients consummating transactions.

• Create and maintain records and files necessary for the operation of the business .

• Assists team members with marketing efforts including presentations, advisor/client launch emails, webinars, etc.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

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

• Financial markets and products .

Skill in

• MS Office suite of products, including Excel and Power Point .

Ability to

• Ability to work collaboratively with a team-oriented attitude .

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

• Handle stressful situations and provide a high level of service and responsiveness in a calm and professional manner.

• Work independently.

• Provide a high level of customer service.

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 - New York City, NY

• No travel required .

Education
High School (HS) (Required)

Work Experience
General Experience - 4 to 6 months

Salary Range
$32,240.00-$43,680.00

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