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Raymond James · 2 days ago

2026 Summer Associate – Alternative Investments Distribution – St. Petersburg, FL

Saint Petersburg, Florida - 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 tailored strategies for individuals and institutions. The Summer Associate with the Alternative Investments Distribution team will gain valuable experience in customer service, understand the needs of financial advisors, and develop a range of professional skills through interactions and support activities.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Support Financial Advisors: Understand and anticipate the needs of financial advisors to provide effective support and enhance their productivity

Creative Opportunities: Develop and implement creative strategies to inform and educate clients about our platform & private market solutions

Relationship Building: Build relationships with key home office contacts, financial advisors, and alternative investment managers

Communication Skills: Enhance your communication skills through regular interactions with team members via email, meetings, and Teams

Information Gathering: Become a resourceful information gatherer, utilizing various tools and resources to provide accurate and timely information when asked

Professional Development: Learn how to put your best foot forward and support our valuable brand image while building one for yourself

Office Environment: Gain a solid understanding of the basics of working in an office environment, including daily key tasks, office etiquette, and professional conduct

Performs other duties and responsibilities as assigned

Qualification

BankingFinance principlesMicroMacroeconomicsFinancial markets knowledgeMicrosoft Office applicationsClient interaction skillsProfessionalismCommunication skillsOrganizational skills

Required

Freshman or Sophomore standing (December 2027-May 2029 graduates) pursuing a bachelor's degree in business, finance, or related field

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)

Knowledge of principles of banking and finance and securities industry operations

Knowledge of Micro and Macroeconomics and their impact on investment strategies

Knowledge of financial markets, products, financial advisory function, and investment process

Knowledge of Microsoft office applications: (excel, PowerPoint, and OneNote)

Skill in principles of banking and finance and securities industry operations

Skill in Micro and Macroeconomics and their impact on investment strategies

Skill in financial markets, products, financial advisory function, and investment process

Skill in Microsoft office applications: (excel, PowerPoint, and OneNote)

Ability to demonstrate uncompromising adherence to ethical principles

Ability to quickly acquire knowledge required to appropriately educate on the complex strategies and products offered on the Alternative Investments platform

Ability to represent the company in a highly professional manner

Ability to organize, prioritize, and manage tasks and projects to complete work efficiently

High School (HS) (Required)

General Experience - 4 to 6 months