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 whole loan group is a team-oriented group of banking professionals that serve institutional clients with their loan portfolio. Ranging from sales to trading, analytics to underwriting, service to our customer is our focus as we work to make a market in trading and analyzing loans. We work with a broad array of clients nationwide including banks, credit unions, insurance companies, money managers, specialty lenders and hedge funds. Please consider joining a dynamic team that focus on being present in the office, working as a collective unit, in an ever changing and challenging environment.

Seasonal Associate Job Summary

Raymond James is seeking an individual to provide support and assistance in trading loan portfolios between financial institutions. A Finance, Accounting or MIS background with strong computer skills is preferred. This position will primarily involve organizational support with opportunity to grow into more meaningful projects. Applicant will also be asked to perform other miscellaneous assignments in furthering successful transactions. This program is geared toward rising junior or rising sophomore level students. This program will begin in the spring of 2025, with the potential to extend throughout the school year.

This is a temporary role.

Work Schedule: Part time; Up to 24 hours per week

Start Date: Spring 2025

Duties and Responsibilities

• Completes specified projects and varied assignments.
• Performs other duties and responsibilities as assigned.
• Works independently on assigned projects and tasks, meeting all delivery deadlines.
• Operates standard office equipment and uses required software applications.
• Answer incoming phones

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Financial markets and products.
• Basic business case analysis.
• Financial analysis and data modeling.
• Fundamental concepts, practices, and procedures of a professional office environment.

Skill in

• Microsoft Excel Proficiency (Certification is a plus)
• Microsoft Power Point
• Communicate effectively, both orally and in writing to all level of associates and clients.
• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
• Ability to work effectively as part of a virtual/hybrid team.
• Comfortable establishing positive/productive rapport with co-workers, and external parties (clients/vendors/traders – etc)

Ability to

• Multi-task and work on a fast-paced, team-oriented environment.
• Efficiently manage time and resources in order to overcome quantitative and analytical challenges.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under stress restricted by time deadlines and work volume fluctuations.
• Prepare and deliver clear, effective and professional presentations.
• Communicate both orally and in writing, with all levels of the organization and external clients.
• Work independently as well as collaboratively within a team environment.
• Organize and prioritize multiple tasks and meet deadlines.
• Provide a high level of customer service.

Educational/Previous Experience Requirements

• Current Sophomore or Junior standing student pursuing a Bachelor’s Degree in Finance, Economics, MIS, ISM or related field at an accredited university.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location In-Person Position – Memphis, TN

• No travel required.

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 is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF