2025 Summer Internship - Asset Management Operations Intern - St. Petersburg, FL
2025 Summer Internship - Asset Management Operations Intern - St. Petersburg, FL
Raymond James
St Petersburg, FL
See who Raymond James has hired for this role
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.
Internship Program Overview
Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.
To be eligible for the summer 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026. Most positions are based in St. Petersburg with other available locations depending on company need.
Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.
Department Overview
Asset Management Services (AMS) helps serve the sophisticated needs of Raymond James clients with a variety of institutional-grade platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their time to build their client relationships. The AMS Summer Program is a partner program within our firm-wide Internship Development Program (IDP). This summer program allows a deeper dive into the different functionalities within our AMS department: Advisory Consulting, Sales, Operations, and Administration . While this is not rotational, the interns will have the opportunity to gain exposure to multiple AMS divisions and have personalized collaboration with senior-level leaders across AMS.
Job Summary
As part of the AMS Operations team , the Operations Intern's responsibilities may include assisting in special projects in various areas of the AMS business unit, including the Account Reconciliation, Advisor Services, and Trading Operations teams . Interns will receive a high-level overview of the AMS business and be provided the opportunity to shadow various business units.
Internship Length: 10 weeks
Start Date: June 2, 2025
End Date: August 8 , 2025
Work Schedule: Monday through Friday, up to 40 hours per week.
Duties and Responsibilities
Knowledge, Skills, And Abilities
Knowledge of –
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:
Job :
Operations
Primary Location :
US-FL-St. Petersburg-Saint Petersburg
Organization :
Asset Management Group
Schedule :
Full-time
Shift :
Day Job
Travel :
Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)
23.00
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.
Internship Program Overview
Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.
To be eligible for the summer 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026. Most positions are based in St. Petersburg with other available locations depending on company need.
Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.
Department Overview
Asset Management Services (AMS) helps serve the sophisticated needs of Raymond James clients with a variety of institutional-grade platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their time to build their client relationships. The AMS Summer Program is a partner program within our firm-wide Internship Development Program (IDP). This summer program allows a deeper dive into the different functionalities within our AMS department: Advisory Consulting, Sales, Operations, and Administration . While this is not rotational, the interns will have the opportunity to gain exposure to multiple AMS divisions and have personalized collaboration with senior-level leaders across AMS.
Job Summary
As part of the AMS Operations team , the Operations Intern's responsibilities may include assisting in special projects in various areas of the AMS business unit, including the Account Reconciliation, Advisor Services, and Trading Operations teams . Interns will receive a high-level overview of the AMS business and be provided the opportunity to shadow various business units.
Internship Length: 10 weeks
Start Date: June 2, 2025
End Date: August 8 , 2025
Work Schedule: Monday through Friday, up to 40 hours per week.
Duties and Responsibilities
- Learn to utilize internal Raymond James software such as Client Center , Ops Portal, SIS, PPM, and Rebalance .
- Assist in reconciling cash and security transactions between Raymond James BackOffice and AMS Systems .
- Provide concierge-level customer service to the advisor and their teams being supported over the phone.
- Perform reviews of mutual fund and ETF advisory, Freedom UMA, MDA, Portfolio Select UMA, and RJCS accounts.
Knowledge, Skills, And Abilities
Knowledge of –
- Basic investment concepts, practices, and procedures used in the securities industry.
- Accounting principles and procedures.
- Fundamental concepts, practices, and procedures of a professional office environment.
- Basic concepts, principles, and practices of an assigned business unit.
- Customer Service.
- Analyzing data to identify discrepancies.
- Reconciling and correcting transactions .
- Personal resilience while providing high-level customer service to both internal and external clients.
- Operating standard office equipment and using, or having the ability to learn, required software applications.
- Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
- Analyze and solve problems.
- Work independently and collaboratively within a team environment.
- Communicate with associates and internal and external customers effectively, both orally and in writing.
- Establish and maintain effective working relationships at all levels of the organization .
- Junior standing pursuing a bachelor’s degree in business, finance, or related field.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
- None required .
- Hybrid position – St. Petersburg, FL
- No travel required .
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
Job :
Operations
Primary Location :
US-FL-St. Petersburg-Saint Petersburg
Organization :
Asset Management Group
Schedule :
Full-time
Shift :
Day Job
Travel :
Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)
23.00
-
Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at Raymond James by 2x
See who you knowGet notified about new Asset Management Intern jobs in St Petersburg, FL.
Sign in to create job alertSimilar jobs
People also viewed
-
Summer 2025 Full-time Internship
Summer 2025 Full-time Internship
-
Social Media Marketing Intern
Social Media Marketing Intern
-
Summer 2025 Internship Program | Product Management
Summer 2025 Internship Program | Product Management
-
2025 Summer Internship - Advisor Inclusion Networks Intern - St. Petersburg, FL
2025 Summer Internship - Advisor Inclusion Networks Intern - St. Petersburg, FL
-
Summer 2025 Internship Program | Business Development
Summer 2025 Internship Program | Business Development
-
Student Intern
Student Intern
-
Student - Thermal Intern
Student - Thermal Intern
-
Intern
Intern
-
Summer 2025 Internship Program | Finance, Accounting, and Credit
Summer 2025 Internship Program | Finance, Accounting, and Credit
-
Marketing Intern
Marketing Intern
Similar Searches
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More