Raymond James · 10 hours ago
2026 Summer Associate – ClariVest Asset Management – Raymond James Investment Management- San Diego, CA
San Diego, CA
Full-time
Hybrid
New Grad
$35K/yr - $52K/yr
0+ years expRaymond 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 support the investment management team through high-level mathematics, statistics, and data analysis, enhancing investment processes through robust quantitative and fundamental analysis.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Identify areas of improvement in current workflows within ClariVest’s data analytics/investment/operations departments
Develop charts/reports to assist with portfolio management decision-making process
Explore investment team desk-specific projects
Assist with investment team data requests on an ad hoc basis
Learn about ClariVest’s investment philosophy and role within the broader domestic and international equity markets
Performs other duties and responsibilities as assigned
Qualification
Required
Full-time student at an accredited college/university, graduating December 2026 or later, pursuing a bachelor's degree or master's degree in business, finance, statistics, 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 data analysis coding languages such as Python or SAS
Knowledge of high-level mathematics and statistics
Knowledge of Excel
Knowledge of financial markets (asset classes/economic data/market participants & structures)
Knowledge of portfolio management (risk/allocation/performance measurement)
Skill in data management/storytelling (create narratives based on results of data analysis)
Skill in report creation/optimization
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
General Experience - 4 to 6 months
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
Company data provided by crunchbase