Job Description

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.

Department Overview

The Raymond James Alternative Investments Group is a team of professionals dedicated to providing analytical, administrative, educational, marketing and sales support to the Financial Advisors of Raymond James. The Alternative Investments Group provides a selection of non-traditional investments to serve the more extensive financial needs of higher-net-worth clients.

While some view alternatives as an asset class, we approach them as extensions and complements to traditional assets like equities, bonds, and real estate. By providing thorough due diligence and ongoing monitoring of offerings using a variety of strategies, the group assists financial advisors in determining the most appropriate alternative investments to enhance the asset allocation of qualified investors while adding value to their portfolios.

Job Summary

A Summer Associate with Alternative Investments Distribution team offers a unique opportunity to gain valuable experience in customer service, understand the needs of financial advisors, and develop a range of professional skills. You can expect to enhance presentation skills, experience client and financial advisor interactions with seasoned members of the alternative investments group and learn complex products. The ideal candidate will be eager to learn, resourceful, and ready to contribute creatively to our mission of informing and educating clients.

The summer associate position is a temporary role.

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.

Duties and Responsibilities

• Support Financial Advisors: Understand and anticipate the needs of financial advisors to provide effective support and enhance their productivity.

• Creative Opportunities: Develop and implement creative strategies to inform and educate clients about our platform & private market solutions.

• Relationship Building: Build relationships with key home office contacts, financial advisors, and alternative investment managers.

• Communication Skills: Enhance your communication skills through regular interactions with team members via email, meetings, and Teams.

• Information Gathering: Become a resourceful information gatherer, utilizing various tools and resources to provide accurate and timely information when asked.

• Professional Development: Learn how to put your best foot forward and support our valuable brand image while building one for yourself.

• Office Environment: Gain a solid understanding of the basics of working in an office environment, including daily key tasks, office etiquette, and professional conduct.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Principles of banking and finance and securities industry operations.

• Micro and Macroeconomics and their impact on investment strategies.

• Financial markets, products, financial advisory function , and investment process .

• Microsoft office applications: (excel, PowerPoint, and OneNote)

Skill in

• Principles of banking and finance and securities industry operations.

• Micro and Macroeconomics and their impact on investment strategies.

• Financial markets, products, financial advisory function , and investment process .

• Microsoft office applications: (excel, PowerPoint, and OneNote)

Ability to

• Demonstrate uncompromising adherence to ethical principles.

• Existing (or an ability to quickly acquire ) knowledge required to appropriately educate on the complex strategies and products offered on the Alternative Investments platform.

• Represent the company in a highly professional manner.

• Organize, prioritize, and manage tasks and projects to complete work efficiently.

Educational/ Previous Experience Requirements

• Freshman or Sophomore standing ( December 202 7 -May 202 9 graduates) 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 .

Education
High School (HS) (Required)

Work Experience
General Experience - 4 to 6 months

Workstyle
Hybrid

At 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.

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