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 (AI Group) includes over 40 professionals responsible for the research, marketing, operations and administration of alternative investments. Currently, ten professionals are dedicated to product development and due diligence. The Due Diligence Team (“IDD Team”) includes individuals who hold the Chartered Financial Analyst® designation as well as the Chartered Alternative Investment Analyst designation and collectively have extensive experience in alternatives research, including hedge funds, private equity, real estate, distressed debt, venture capital, private credit, and real assets. The AI Group reviews and selects high-quality, non-traditional investment products to serve the more extensive financial needs of certain qualified investors.

Job Summary

Under general supervision, the Alternative Investments Summer Associate will support the IDD Team in conducting quantitative and qualitative due diligence, investment analysis (e.g. financial modeling, risk analysis, validating investment merits, etc.), and making recommendations on hedge funds, private equity funds, real estate funds, credit funds, and other non-traditional investment opportunities.

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

• Participating in calls and meetings with investment management firms and taking detailed notes.

• Logging notes and other sources of information within the IDD Team database.

• Helping to support IDD Team in quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Securities markets in general

• MS Office applications

• Bloomberg

• eVestment or other hedge fund databases are a plus

• FactSet or similar research management systems are a plus

• Cobalt/Pitchbook are a plus

Skill in

• Taking detailed notes

• Excellent written and verbal communication skills

• Excel and PowerPoint

Ability to

• Handle multiple priorities

• Self-motivate

• Meet multiple critical deadlines

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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