2025 Summer Internship - Asset Management Operations Intern - St. Peterburg, FL-2402724
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 a 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 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026.
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
Asset Management Services (AMS) helps serve the sophisticated needs of Raymond James clients with a variety ofinstitutional-gradeplatforms, strategies, and hands-on support.
AMS helps our advisors simplify the investment management equation so that they can use their time to build their client relationships.
The AMS Summer Program is a partner program within our firm-wide Internship Development Program (IDP). This summer program allows a deeper dive into the different functionalities within our AMS department : Advisory Consulting, Sales, Operations, and Administration.
While this is not rotational, the interns will have the opportunity to gain exposure to multiple AMS divisions and have personalized collaboration with senior-level leaders across AMS.
Job Summary
As part of the AMS Operations team, the Operations Intern's responsibilities may include assisting in special projects in various areas of the AMS business unit, including the Account Reconciliation, Advisor Services, and Trading Operations teams.
Interns will receive a high-level overview of the AMS business and be provided the opportunity to shadow various business units.
Internship Length : 10 weeks
Start Date : June 2, 2025
End Date : August 8, 2025
Work Schedule : Monday through Friday, up to 40 hours per week.
Duties and Responsibilities
- Learn to utilize internal Raymond James software such as Client Center, Ops Portal, SIS, PPM, and Rebalance.
- Assist in reconciling cash and security transactions between Raymond James BackOffice and AMS Systems.
- Provide concierge-level customer service to the advisor and their teams being supported over the phone.
- Perform reviews of mutual fund and ETF advisory, Freedom UMA, MDA, Portfolio Select UMA, and RJCS accounts.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Basic investment concepts, practices, and procedures used in the securities industry.
- Accounting principles and procedures.
- Fundamental concepts, practices, and procedures of a professional office environment.
- Basic concepts, principles, and practices of an assigned business unit.
Skill in
- Customer Service.
- Analyzing data to identify discrepancies.
- Reconciling and correcting transactions.
- Personal resilience while providing high-level customer service to both internal and external clients.
- Operating standard office equipment and using, or having the ability to learn, required software applications.
Ability to
- Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
- Analyze and solve problems.
- Work independently and collaboratively within a team environment.
- Communicate with associates and internal and external customers effectively, both orally and in writing.
- Establish and maintain effective working relationships at all levels of the organization.
Educational / Previous Experience Requirements
- Junior standing pursuing a bachelor’s degree in business, 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.
wayup
Raymond James Guiding BehaviorsAt 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 firmAt 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.
Operations
2025 Summer Internship - Global Wealth Solutions Intern - St. Petersburg, FL
To be eligible for the summer 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026. GWS offers comprehensive solutions within every wealth demographic via Investment Strategy, Wealth Planning, Investment Solutions,...
Wealth Management Associate - Fl Tampa, St. Petersburg, Sarasota (3981)
We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors is a respected wealth management firm with a proven track record in the industry. To ge...
2025 Operations Analyst Program – Summer Analyst (Insights Programs)
The Operations Analyst Program Insights Program, is seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorgan Chase. As a Summer Analyst in the Operations Analyst Program, you will...
2025 Equity Capital Markets Analyst I - St. Petersburg, FL
Specific responsibilities will include creating materials for pitches and other meetings; analyzing companies, sectors, deal activity, corporate filings, and shareholder data; building relationships with internal and external deal constituents; constructing and managing internal deal and investor-re...
Construction Intern- Summer 2025
We provide equal employment opportunities to all qualified employees and applicants for employment without regard to race, color, national origin, sex, religion, age, marital status, sexual orientation, gender identity, citizenship status, status as an individual with a disability, military, or prot...
Sales and Marketing Intern - Tampa Summer 2025
Register customers and input information in Pivotal system. Assists NHCs in creating and sending flyers to customers, realtors, current homeowners, special events to generate traffic, grand openings, open houses, etc). Assists the Sales & Marketing team in the overall sales process from the developm...
Maintenance Supervisor - The Meadows - St. Petersburg, FL
Must be able to read and write in English at intermediate level to read diagrams, meters, instructions, write reports, etc. Paid holidays + floating holidays to celebrate those special times . Organize, prioritizes, and ensures that service requests and repairs are made correctly and in a timely man...
Staff Engineer Intern - Summer 2025
Our Tampa, FL office is looking for a Staff Engineer Intern who embodies this purpose. Bohler is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran st...
Rotational Homebuilding Intern - Tampa Summer 2025
The program exposes interns to many different career path opportunities including land acquisition and development, construction, sales, design, permitting, purchasing, customer care, and financing and gain a clear understanding of the role each department plays in the success of M/I Homes. Our inte...
2025 Spring and Summer Intern - Creative Marketing
Spring Internships: Monday, January 6, 2025 (15-20/hours per week max)Summer Internships: Monday, May 19, 2025 ( 40/hours per week max)The Intern - Creative Marketing contributes to a variety of creative and multimedia projects and initiatives. Employment decisions are made without regard to age, ra...