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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
1/6/2025
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
Carillon Family of Funds (%26ldquo;CFF%26rdquo;) is part of Raymond James Investment Management (%26ldquo;RJIM%26rdquo;), a wholly owned subsidiary of Raymond James Financial. The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
Summer Associate Job Summary
The summer associate will work closely with the president of CFF and the VP of Fund Administration. The ideal candidate possesses intellectual curiosity, attention to detail and is excited to work in a collegial environment. This role calls for someone interested in understanding the mutual fund business.
The summer associate position is a temporary role.
Start Date: Monday, June 2, 2025
End Date: Friday, August 8, 2025
Work Schedule: Monday through Friday, up to 40 hours per week.
Duties and Responsibilities
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Assist with review of documents like board materials, annual report, semi annual report for consistency and readability
Assist with reviewing and documenting new rules and regulations for the new rule working group
Assist with review of the website for accuracy and ease of navigation
Assist with cleaning up of files and labeling folders/documents
Assist with review of public sources of data (Morningstar, Bloomberg, etc.) to make sure all of our information is accurate.
Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
- Fundamental concepts, practices, and procedures of a professional office environment.
Skill in
- Proficient in Word and Excel.
Ability to
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Self-direct research and internal projects.
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Be a self-starter who is comfortable in a less structured environment.
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Communicate effectively, both orally and in writing.
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Work independently and collaboratively within a team environment.
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Establish and maintain effective working relationships.
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Educational/Previous Experience Requirements
Education/Previous Experience
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Pursuing a bachelor%26rsquos or master%26rsquos degree in business, finance, or related field.
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Any equivalent combination of experience, education, and/or training approved by Human Resources.
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Licenses/Certifications
- None required.
Location - St. Petersburg, FL
- No travel required.
#wayup
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
