Raymond James
Raymond James
Posted 3 days ago
Internship
New York, New York
Hybrid
Smart Summary
The associate will perform analytical assignments to support senior bankers, including preparing cash flow analyses and client pitch books. They will also conduct research on industries and prospective clients while responding to requests for proposals.
Must Have Skills for ATS
Financial analysis
Critical thinking
Problem-solving
Communication
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Time management
Teamwork
Research
Data analysis
Financial modeling
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
Raymond James’ Public Finance department is comprised of approximately 180 Public Finance professionals in 39 offices across the nation and is one of the largest public finance groups in the nation. Raymond James’ staff of public finance professionals serve clients across a diverse spectrum of disciplines: General Government, Transportation, Water/Sewer, Airport, Higher Education, Student Housing, K-12 School Districts, Healthcare, Housing, Charter Schools, Public Power and Structured Finance. Raymond James is consistently a top 10 underwriter of municipal bonds and is one of the most active underwriters in the country. Public Finance is a key component of the firm’s fixed income capital markets division, resulting in primary municipal bond offerings that Raymond James can offer to institutional and retail clients.
Job Summary
Under direct supervision, performs routine work of the department using specialized knowledge and skills obtained through education, experience and/or specialized training to perform analytical and related assignments in support of Senior Bankers and clients in an assigned industry. Responsibilities may include thorough analysis of projects, preparing cash flow analyses, obtaining bond ratings and/or bond insurance, assisting in the preparation of the Official Statement and other documents related to the offering, preparing Request For Proposals (RFP's) and client presentations, as well as research related to existing and prospective clients. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality and ingenuity to make moderately complex decisions.
The summer associate position is a temporary role.
Start Date: Monday, July 6, 2026
End Date: Friday, August 14, 2026
Work Schedule: Monday through Friday, up to 40 hours per week.
Duties and Responsibilities
Analyzes financial news and information about assigned industry to keep Senior Bankers informed about significant developments.
Prepares client pitch books and responds to RFP’s with assistance from Junior Bankers
Creates and presents marketing and sales materials for internal use.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
Beginner understanding of financial markets and products
Skill in
Excellent critical thinking and problem-solving skills sufficient to recognize and detect errors.
Communicate effectively, both orally and in writing to all level of associates and clients.
Proficiency with Microsoft Word, Excel and PowerPoint.
Ability to
Multi-task and work in a team-oriented environment.
Efficiently manage time and resources in order to solve challenges as they arise.
Communicate both orally and in writing, within all levels of the organization as well as external clients and other industry professionals.
Work independently as well as collaboratively within a team environment.
Educational/Previous Experience Requirements
High School Graduation. Enrolled in College for 2030 Graduation
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 – New York NY
No travel required.
Education
High School (HS) (Required)Work Experience
General Experience - 4 to 6 monthsSalary Range
$33,280.00-$44,283.20Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
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.
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