Job Description Summary

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.

Job Summary

Under general supervision, Equity Research summer interns use skills gained through training, education and experience to assist with specific projects within an assigned functional area. In order to gain broad exposure, our interns will have the opportunity to work with multiple teams on projects that include preparing Initiations of Coverage, building financial models, writing earnings notes, and completing industry whitepapers. The intern is expected to use some judgment to adapt procedures, processes and techniques to apply to more complex assignments. Routine contact with senior analysts and research associates will further enhance the intern’s professional development.

Essential Duties and Responsibilities

• Collect, organize, and analyze data;
• Write investment-related research reports;
• Create/Maintain financial models;
• Attend daily research meetings;
• Receive general guidance and direction to perform other work with substantial variety and varied complexity;
• Resolve routine questions and problems and refer more complex issues to a higher level

Knowledge, Skills, and Abilities

Knowledge of

• Fundamentals of Accounting, Finance, and Equity Valuation methodologies
• Financial Statement Analysis
• Fundamental understanding of financial markets and equities
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in

• Microsoft Office, with extensive knowledge of Excel
• Report writing, with an emphasis on persuasive writing
• Data mining and internet research
• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to

• Write quickly and effectively
• Update financial statements and analyze variances
• Take notes on conference calls and prepare a summary
• Create charts/graphics for reports
• Conduct surveys
• Communicate effectively, both orally and in writing
• Organize and prioritize multiple tasks and meet deadlines.
• 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.

Education/Previous Experience

• B.S. or M.S. in Finance, Accounting, Economics, Data Analytics or a related field
• 3.5+ GPA
• SMIF participation strongly preferred
• 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).
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Locations: St. Petersburg, FL

Education
High School (HS)

Work Experience
General Experience - None

Workstyle
Resident

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