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Raymond James · 1 day ago

2026 Summer Associate – Distribution Data and Technology - Raymond James Investment Management – St. Petersburg, FL

St. Petersburg, FL

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. The summer associate will work closely with the Manager of Data & Analytics, providing analysis and reporting to support client-facing teams across RJIM.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Understanding the client facing business, data, and technology that supports the business

Tactical work: Lead generation management, campaign calls and analysis, trend analysis, sales portal development and support, and ad-hoc question management

Project: In collaboration with the team, develop version 2 of our client funnel to deepen insights with the client journey

Interfaces with teams across RJIM, including Sales and Distribution, Marketing, Advisory Services, IT, Investment Operations, and senior management, as well as teams at Raymond James Financial

Performs other duties and responsibilities as assigned

Qualification

TableauExcelData analysisResearch skillsEffective communicationTeam collaborationSelf-starterRelationship building

Required

Full-time student at an accredited college/university, graduating December 2026 or later, 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 fundamental concepts, practices, and procedures of a professional office environment

Skill in Tableau and Excel

Ability to self-direct research and internal projects

Ability to be a self-starter who is comfortable in a less structured environment

Ability to communicate effectively, both orally and in writing

Ability to work independently and collaboratively within a team environment

Ability to establish and maintain effective working relationships

General Experience - 4 to 6 months