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

Raymond James Investment Management

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Summary

The summer associate will work closely with the Manager of Data & Analytics, providing analysis and reporting to support client-facing teams across RJIM. The ideal candidate possesses intellectual curiosity and is excited to work in a collegial environment. The summer associate position is a temporary role. Start Date : Monday, June 1, 2026 End Date : Friday, August 7, 2026 Work Schedule : Monday through Friday, up to 40 hours per week.

Duties and 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. 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.

Knowledge, Skills, and Abilities

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. Be a self-starter who is comfortable in a less structured environment. Communicate effectively, both orally and in writing. Work independently and collaboratively within a team environment. Establish and maintain effective working relationships.

Educational / Previous Experience Requirements

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). Licenses / Certifications None required.

Location

Hybrid position St. Petersburg, FL No travel required.