2025 Summer Internship - Asset Management Research Intern - St. Petersburg, FL

2025 Summer Internship - Asset Management Research Intern - St. Petersburg, FL-2402707

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 Research team, the Research Intern's responsibilities may include assisting with building and analyzing models used in the AMS investment process.

Working closely with other analysts on creating efficiencies in the investment process via innovative portfolio optimization, financial modeling, and process improvement techniques.

Developing creative and interactive visualizations and assisting in interpreting output which is used to make crucial portfolio-level decisions.

Handling complex problems with guidance or independently. Making judgments and recommendations based on the analysis and interpretation of data.

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 and run our analytical software including MPI, PSN, Callan.
• Learn to utilize internal Raymond James software such as the Proposal System and Client Center.
• Participate in sales trainings.
• Assists with various research projects for the leadership team as needed.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Financial markets and investment vehicles.
• Financial sales industry.
• Statistics and experience using statistical packages for analyzing large datasets.
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in

• Quantitative modeling.
• Developing and scripting in languages such as SQL, Python, etc.
• Public or persuasive speaking.
• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to

• 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.

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.

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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.

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