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2027 Summer Internship Program - Private Client Banking Strategy, Analytics, & Sales Intern (St. Petersburg, FL)

Raymond James Financial
USA
Full-time
Intern
Onsite
Discovered 3 weeks ago

Full Job Posting

Duties and Responsibilities

  • Analytics, Reporting & Business Intelligence
  • Analyze lending, sales, operational, and portfolio data to support strategic initiatives and business decision-making.
  • Develop and maintain dashboards and reporting solutions using Tableau, Excel, Qlik, SQL, Access, Power BI, and other business intelligence tools.
  • Create reports measuring loan production, advisor adoption, utilization trends, commission activity, portfolio growth, profitability, and client engagement metrics.
  • Support forecasting, financial modeling, performance measurement, and business case analyses.
  • Collect, organize, validate, and analyze information from multiple data sources to ensure reporting accuracy and integrity.
  • Prepare management reporting packages, executive summaries, and presentations highlighting business performance, key trends, and recommendations.
  • Securities Based Lending (SBL) Support
  • Support the Securities Based Lending Consulting team by analyzing production metrics, advisor adoption trends, utilization rates, and portfolio performance.
  • Assist with advisor and branch professional inquiries regarding SBL products, processes, educational resources, and sales support materials.
  • Participate in portfolio reviews to identify growth opportunities and trends affecting client utilization and advisor adoption.
  • Assist with annual reviews of discounted lending relationships and evaluate pricing performance and profitability implications.
  • Support development and maintenance of advisor-facing SBL presentations, educational content, and communication materials.
  • Conduct competitive analysis and market research related to securities-based lending products and pricing strategies.
  • Mortgage Business Support
  • Analyze mortgage production, application volume, pipeline activity, referral trends, and funding performance.
  • Assist in evaluating mortgage pricing competitiveness and business performance.
  • Support mortgage reporting initiatives and performance tracking.
  • Create advisor-facing educational materials and communications supporting mortgage solutions.
  • Assist in measuring the success of mortgage campaigns, advisor engagement efforts, and growth initiatives.
  • Collaborate with Mortgage Sales, Operations, and Product Management teams on strategic projects and process improvement initiatives.
  • Pricing Strategy & Product Management
  • Support pricing activities for Securities Based Lending, Mortgage, Margin, and Tailored Lending products.
  • Assist in pricing new loans utilizing Return on Equity (ROE) methodologies.
  • Conduct profitability assessments, break-even analyses, and modeling of proposed pricing programs and promotional campaigns.
  • Analyze portfolio performance and identify trends impacting product profitability and business growth.
  • Assist Product and Pricing Strategy teams with product reviews, competitive assessments, and strategic initiatives.
  • Support development of analytical tools and models designed to improve account-level pricing, portfolio management, and business insights.
  • Recommend enhancements to reporting, modeling, and pricing tools that improve business decision-making.
  • Sales Enablement & Advisor Support
  • Respond to routine inquiries from advisors, branch professionals, Banking Consultants, and internal business partners.
  • Assist with development and distribution of educational materials, presentations, sales resources, and internal communications.
  • Maintain communication hubs, reporting repositories, and shared team resources.
  • Support coordination of meetings, webinars, training programs, educational events, and advisor engagement initiatives.
  • Conduct market research and compile findings for strategic business projects.
  • Collaborate with business partners to identify opportunities for process improvements and enhanced advisor experiences.
  • Perform other duties and responsibilities as assigned.
  • Knowledge, Skills, and Abilities
  • Knowledge of
  • Fundamental concepts, practices, and procedures of a professional business environment.
  • Financial services industry and advisor business models.
  • Securities Based Lending, residential mortgage lending, margin lending, and structured lending concepts.
  • Financial modeling, forecasting, portfolio management, and performance measurement techniques.
  • Pricing strategy concepts including ROE, profitability analysis, spreads, and risk-adjusted returns.
  • Large relational databases and business intelligence reporting tools.
  • Data visualization and presentation best practices.
  • Skill in
  • Microsoft Excel, PowerPoint, Access, and other Microsoft Office applications.
  • Tableau, SQL, Qlik, Power BI, and related reporting and analytics tools.
  • Financial analysis, quantitative modeling, and analytical problem solving.
  • Creating dashboards, performance reporting, and executive-level presentations.
  • Researching, analyzing, and interpreting complex business information.
  • Building effective relationships through a client-first, service-oriented mindset.
  • Preferred Technical Skills
  • Advanced Excel capabilities including formulas, pivot tables, and data analysis.
  • Tableau, Power BI, Qlik, or similar visualization platforms.
  • SQL and database querying.
  • Python, R, Power Query, or other analytical programming tools.
  • PowerPoint and executive presentation development.
  • Ability to
  • Analyze complex business problems and develop actionable recommendations.
  • Interpret quantitative information and communicate insights effectively to technical and non-technical audiences.
  • Prepare concise executive-level summaries and recommendations.
  • Organize, prioritize, and manage multiple assignments in a fast-paced environment.
  • Work independently and collaboratively across cross-functional teams.
  • Establish and maintain effective working relationships with advisors and internal business partners.
  • Communicate effectively both verbally and in writing.
  • Demonstrate initiative, adaptability, professionalism, curiosity, and attention to detail.
  • Learn quickly and apply new financial, analytical, and business concepts.
  • Educational / Previous Experience Requirements
  • Junior standing (December 2027 through May 2028 graduates) pursuing a bachelor's degree in Finance, Business Analytics, Economics, Accounting, Data Science, Business Administration, Mathematics, Statistics, or a related field.
  • Strong academic performance with demonstrated analytical aptitude preferred.
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.
  • Eligible applicants must be legally authorized to work in the United States 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
  • Work Experience
  • Workstyle
  • The 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.

Location

  • Hybrid Position – St. Petersburg, FL
  • No travel required.
  • Education
  • Work Experience
  • Workstyle
  • The 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.

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