Raymond James · 4 hours ago
2026 Summer Associate: Capital Markets & Advisory: Operations & Risk – St. Petersburg, FL
St. Petersburg, FL
Full-time
Hybrid
New Grad
0+ years expRaymond James is one of the largest independent financial services firms in the country, and they are seeking a Summer Associate for their Capital Markets & Advisory Operations & Risk team. The role focuses on dashboard reporting and financial analysis, requiring the candidate to analyze data, develop financial models, and collaborate with leadership on various business opportunities.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Analyzes data and creates dashboard solutions to support the business
Develops financial models and reports to forecast operational and performance metrics
Ensures data quality and reliability
Manages and reports on product performance data (utilization rates, commission rates, forecast models, progress toward goals)
Supports implementation of results and ongoing business processes
Collects and analyzes information from various sources for modeling, reporting, and analysis
Collaborates with leadership to identify, define, and solve problems, supporting corporate initiatives
Prepares management reports, documents analysis, and helps determine the best course of action
Performs other duties and responsibilities as assigned
Qualification
Required
Junior standing (December 2026-May 2027 graduates) pursuing a bachelor's degree in business analytics, 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)
General Experience - 4 to 6 months
Knowledge of fundamental concepts, practices, and procedures of a professional office environment
Knowledge of financial models and data visualization methods
Knowledge of large relational databases
Basic knowledge and familiarity with data mining and data visualization tools
Skill in Tableau, Excel, SQL, Access, Qlik, PowerPoint, and statistical analysis of packages
Ability to respond to common data inquiries from internal teammates
Ability to assist in defining problems, collecting data, establishing facts, and drawing valid conclusions
Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to communicate effectively, both orally and in writing
Ability to work independently and collaboratively within a team environment
Ability to provide a high level of customer service
Ability to establish and maintain effective working relationships
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