About this role
Job Description Summary
Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.Job Description
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, 2026
End Date: Friday, August 7, 2026
Work Schedule: Monday through Friday, up to 40 hours per week.
Duties and 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.
Knowledge, Skills, and Abilities
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
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.
Educational/Previous Experience Requirements
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).
Licenses/Certifications
None required.
Location
Hybrid position – St. Petersburg, FL
No travel required.
Education
High School (HS) (Required)Work Experience
General Experience - 4 to 6 monthsWorkstyle
HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Other facts
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing 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. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
What you'll do
- The summer associate will analyze data and create dashboard solutions to support the business, focusing on financial analysis and reporting. They will collaborate with leadership to identify and solve problems while preparing management reports.
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