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 Alternative Investment Operations team provides comprehensive oversight of platform operations for alternative investments. The team partners with financial advisors and sales assistants to facilitate subscription and redemption processes for products such as Private Equity Funds, Hedge Funds, Real Estate Funds, and Credit Funds. I n addition to transaction support, the team manages key operational functions including commission processing, account transfers, re-registrations, and other related projects to ensure accuracy, compliance, and a seamless client experience.

Job Summary

Participants in this initiative will develop a broad range of skills, including project management, effective communication, investment fundamentals, and an understanding of fund structures (both brokerage and fee-based). They will also enhance proficiency in Excel and strengthen interpersonal communication skills. The role may involve direct interaction with investment funds and fund administrators, working closely with the Senior Manager of Operations to ensure successful execution.

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

• On-boarding funds to the platform

• Working under the direction of Senior Manager

• Discussions with fund managers/administrators on operations (fund structure, transaction timing, share classes, investment strategy)

• Attend and lead meetings with internal team members and external parties

• Documenting process flows

• Adding funds to the platform system

• Assisting with servicing agreements

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Fundamentals of alternative investments and financial markets

• Fund structures, including brokerage and fee-based models

• Operational processes within investment servicing

• Excel spreadsheets

Skill in

• Project management and organizational skills

• Advanced proficiency in Microsoft Excel

• Effective written and verbal communication

• Analytical and problem-solving capabilities

• Data analysis

Abilit y to

• M anage multiple priorities and meet deadlines

• C ollaborate with internal teams and external stakeholders

• Adapt to evolving project requirements and regulatory standards

• Work independently

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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