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.

Internship Program Overview

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

To be eligible for the summer 2026 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2027. Most positions are based in St. Petersburg with other available locations depending on company need.

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.

Department Overview

Raymond James Bank’s Private Client Banking division offers innovative and diversified lending products to clients of Raymond James Financial. By doing so, Raymond James Bank Private Client Banking division enables its affiliates to go beyond traditional brokerage services by offering clients not only investment products, but also a comprehensive array of lending solutions.

Job Summary

The summer intern will focus on dashboard reporting and analysis for all lending products, sales, and management within Private Client Banking. The ideal candidate is excited to work in a fast-paced, growing business with a wide range of analytical projects. This role calls for someone interested in learning the reporting and analysis side of the lending business.

Under general supervision, the summer intern will focus on dashboard reporting and financial analysis to address a variety of business opportunities. They will learn to use analytic and reporting tools to develop and evaluate a broad spectrum of dashboards and reports sourced from large data sets.

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

• Analyzes data and creates dashboard solutions to support the business.

• Develops financial models and reports to forecast operational and performance metrics.

• Ensures data quality and reliability.

• Manages and reports on product performance data ( utilization rates, commission rates, forecast models, progress toward goals).

• Supports implementation of results and ongoing business processes.

• Collects and analyzes information from various sources for modeling, reporting, and analysis.

• Collaborates with leadership to identify , define, and solve problems, supporting corporate initiatives.

• Prepares management reports, documents analysis, and helps determine the best course of action.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

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

• Financial models and data visualization methods.

• Large relational databases.

• Basic knowledge and familiarity with data mining and data visualization tools.

Skill in

• Tableau, Excel, SQL, Access, Qlik, PowerPoint, and statistical analysis of packages.

• Simplify and present time series and cross-sectional data.

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

• Junior standing ( December 2026 -May 202 7 graduates) pursuing a bachelor’s degree in business analytics , finance, or related field.

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required .

Location

• Hybrid position - St. Petersburg, FL

• No travel required .

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

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