Raymond James · 2 weeks ago
2026 Summer Associate – Mutual Fund/ETF Research and Product Partner Relations – St. Petersburg, FL
Saint Petersburg, Florida - United States
Full-time
Onsite
New Grad
0+ years expRaymond James is one of the largest independent financial services firms in the country, providing trusted advice and tailored strategies for individuals and institutions. They are seeking a Summer Associate for their Product Partner Relations and Mutual Fund/ETF Research teams, offering hands-on experience in wealth management and investment solutions.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Collaborate with leading asset management firms nationwide to address challenges, develop innovative solutions for financial advisors, and craft tailored business strategies for each product partner
Perform competitive analysis and research new technologies to enhance processes; present actionable insights and recommendations to senior leadership
Collect, analyze, and visualize investment data related to mutual funds, ETFs, and liquid alternatives; create comprehensive reports and dashboards to support decision-making
Maintain a constant awareness of changes and advancements in contract management, technology, finance, negotiating skills and law to implement improved methods and techniques as needed
Manage team communications and scheduling, including responding to product inquiries from partners and advisors, coordinating calls and meetings with senior leadership and asset managers, and assisting with daily operational tasks
Develop a deep understanding of Raymond James conference initiatives, partner budgets, practice management content, and align third party value propositions with firm priorities
Facilitate knowledge transfer across departments within Investment Solutions by educating peer groups and supporting financial advisors directly
Performs other duties and responsibilities as assigned
Qualification
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)
High School (HS) (Required)
General Experience - 4 to 6 months
Knowledge of advanced principles of business communication and professional interaction
Knowledge of financial markets, investment products, and the influence of macro- and microeconomic trends on portfolio strategies
Knowledge of business strategy, ethics, and industry best practices
Knowledge of core concepts of finance, investing, financial planning, accounting, and the securities industry
Skill in organization and time management to prioritize tasks, manage multiple projects, and meet deadlines in a dynamic environment
Skill in exceptional attention to detail and follow-through to ensure accuracy and quality in all deliverables
Skill in critical thinking and problem-solving with minimal supervision, including creative and independent approaches
Skill in advanced written and verbal communication skills, including public speaking and the ability to develop and deliver impactful presentations
Skill in proficiency in Microsoft Excel, PowerPoint, and other Office applications
Ability to communicate complex concepts clearly and professionally, both in writing and verbally
Ability to build, maintain, and leverage strong professional relationships and networks within a corporate environment
Ability to work effectively both independently and as part of a team, fostering collaboration and cohesiveness
Ability to demonstrate initiative, curiosity, and a commitment to exceeding expectations while asking thoughtful, knowledge-building questions
Ability to manage multiple priorities and deliver high-quality, detail-oriented work under tight deadlines
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase