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Raymond James · 1 day ago

2026 Summer Associate - Fixed Income - Atlanta, GA

Atlanta, Georgia - United States

Full-time

Hybrid

New Grad

0+ years exp

Raymond James is one of the largest independent financial services firms in the country, focused on providing trusted advice and sophisticated strategies for individuals and institutions. They are seeking a Summer Associate who will perform routine department work under supervision, conduct thorough analyses, and support Senior Analysts & Traders in various financial tasks.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Completes spreadsheet financial models for assigned industry

Formulates new transaction proposals

May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis

Helps in preparation of client pitch books

Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies

Creates and presents marketing and sales materials

May have limited interaction with clients

Performs other duties and responsibilities as assigned

Works independently on assigned projects and tasks, meeting all delivery deadlines

Operates standard office equipment and uses required software applications

Answer incoming phones

Qualification

Financial analysisData modelingSQLPythonAnalytical skillsCommunication skillsTeamworkTime management

Required

Junior or Senior standing student pursuing a Bachelor's Degree (B.A.) or Master's Degree in Finance, Economics, MIS, ISM or related field at an accredited university

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)

4 to 6 months of general experience

Knowledge of fundamental investment concepts, practices and procedures used in the securities industry

Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships

Knowledge of financial markets and products

Basic business case analysis

Financial analysis and data modeling

Knowledge of fundamental concepts, practices, and procedures of a professional office environment

Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution

Basic skills in coding, SQL, HTML 5, Python. 'Scripting Languages'

Ability to communicate effectively, both orally and in writing to all level of associates and clients

Ability to operate standard office equipment and use required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases

Ability to work effectively as part of a virtual/hybrid team

Ability to establish positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders – etc.)

Ability to multi-task and work on a fast-paced, team-oriented environment

Ability to efficiently manage time and resources in order to overcome quantitative and analytical challenges

Ability to establish and maintain effective working relationships at all levels of the organization

Ability to work under stress restricted by time deadlines and work volume fluctuations

Ability to prepare and deliver clear, effective and professional presentations

Ability to communicate both orally and in writing, with all levels of the organization and external clients

Ability to work independently as well as collaboratively within a team environment

Ability to organize and prioritize multiple tasks and meet deadlines

Ability to provide a high level of customer service