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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 Private Market Direct Desk sits within Raymond James Global Wealth Solutions and provides sophisticated institutional clients with access to an extensive range of private investment opportunities across asset classes such as private equity, private credit, private market secondaries and mezzanine opportunities.

Job Summary

Private Market Direct (PMD) is seeking a summer associate to support the desk’s distribution, originations and operations functions. We are seeking a highly motivated, self-starter with a passion for the financial markets to join our team for a full-time summer associate experience.

Being a summer associate on the PMD Desk will provide hands-on experience, valuable networking opportunities, as well as the chance to learn from experts in the wealth management and financial services industries. Our summer associate will gain practical exposure to deal origination, investment analysis, relationship management, sales processes, and KPI analysis. We value the contributions made by our summer associate to the team and work closely with them to identify areas for their further career development.

The summer associate position is a temporary role.

**Start Date:** Monday, June 1, 2026

**End Date:** Friday, August 7, 2026

**Work Schedule:** Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

+ Assistwith special research projects.

+ Prepare reports and analysis used in management presentations and other reporting materials.

+ Updateprospective deal pipeline and synthesize internal factsheets.

+ Assistin tracking revenues and generating invoices for any monies owed by sponsors or other parties.

+ Support interactionsbetween PMDdeskandfinancial advisors tofacilitatethe investment processandprovide solutions totechnical questions.

+ Prepare letters, forms, and spreadsheets toassistwith servicing financial advisors and clients consummating transactions.

+ Create andmaintainrecords and files necessary for theoperation of the business.

+ Assiststeam members with marketing efforts including presentations, advisor/client launch emails, webinars, etc.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Investment concepts,practicesand procedures used in the securities industry.

+ Financial markets and products.

Skill in

+ MS Office suite of products, including Excel andPower Point.

Ability to

+ Ability to work collaboratively with a team-oriented attitude.

+ Organize, manage, and track multiple detailed tasks and assignments withfrequentlychanging priorities and deadlines in a fast-paced work environment.

+ Handle stressful situations and providea high levelof service and responsiveness in a calm and professional manner.

+ Work independently.

+ Providea high levelof customer service.

Educational/** **Previous** **Experience Requirements

+ Freshmanor Sophomorestanding(December 2027-May 2029graduates) 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

+ Nonerequired.

Location

+ Hybridposition–New York City, NY

+ No travelrequired.