2026 Summer Associate: Capital Markets & Advisory: Operations & Risk – St. Petersburg, FL
About the position
Raymond James Overview 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 focus on dashboard reporting and analysis . The ideal candidate is excited to work in a fast-paced, growing business with a wide range of analytical projects. This role calls for someone interested in learning the reporting and analysis side of the lending business. Under general supervision, the summer associate will focus on dashboard reporting and financial analysis to address a variety of business opportunities. They will learn to use analytic and reporting tools to develop and evaluate a broad spectrum of dashboards and reports sourced from large data sets. Start Date: Monday, June 1 , 202 6 End Date: Friday, August 7 , 202 6 Work Schedule: Monday through Friday, up to 40 hours per week.
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.
Requirements
• Knowledge of Fundamental concepts, practices, and procedures of a professional office environment.
• Financial models and data visualization methods.
• 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.
• Simplify and present time series and cross-sectional data.
• Ability to respond to common data inquiries from internal teammates.
• 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.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.
• Junior standing ( December 2026 -May 202 7 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).
• High School (HS) (Required)
• General Experience - 4 to 6 months
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Apply To this Job
Raymond James Overview 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 focus on dashboard reporting and analysis . The ideal candidate is excited to work in a fast-paced, growing business with a wide range of analytical projects. This role calls for someone interested in learning the reporting and analysis side of the lending business. Under general supervision, the summer associate will focus on dashboard reporting and financial analysis to address a variety of business opportunities. They will learn to use analytic and reporting tools to develop and evaluate a broad spectrum of dashboards and reports sourced from large data sets. Start Date: Monday, June 1 , 202 6 End Date: Friday, August 7 , 202 6 Work Schedule: Monday through Friday, up to 40 hours per week.
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.
Requirements
• Knowledge of Fundamental concepts, practices, and procedures of a professional office environment.
• Financial models and data visualization methods.
• 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.
• Simplify and present time series and cross-sectional data.
• Ability to respond to common data inquiries from internal teammates.
• 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.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.
• Junior standing ( December 2026 -May 202 7 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).
• High School (HS) (Required)
• General Experience - 4 to 6 months
Apply tot his job
Apply To this Job