Private Client Banking Strategy, Analytics & Sales Intern
Raymond James Financial · AI/ML/Data
- Location
- St. Petersburg, FL
- Metro
- Tampa
- Workplace
- On-site
- Level
- Intern
- Type
- Internship
- Posted
- 1 month ago
- Source
- Simplify internships list
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What the posting covers
Raymond James Overview
Job Description Summary Job Description Raymond James Overview: One of the largest independent financial services firms in the country could be the place where you build a career beyond your expectations. Our focus is on providing trusted advice and tailored,…
Internship Program Overview
Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During this immersive experience, you will engage with and implement the firm's core values through our five guiding behaviors. Featuring…
Department Overview
Raymond James Bank's Private Client Banking (PCB) division supports the complex financial needs of clients by offering a comprehensive suite of lending and banking solutions, including Securities Based Lending (SBL), residential mortgages, tailored lending…
Job Summary
Under general supervision, the Private Client Banking Strategy, Analytics & Sales Intern will support strategic initiatives across the Securities Based Lending (SBL), Mortgage, Margin, and Tailored Lending businesses. The intern will work closely with teams…
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…
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…
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.…
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…
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…
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…
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…
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…
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.…
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…
Hybrid Position – St. Petersburg, FL
No travel required. Education High School (HS) Work Experience Workstyle Hybrid 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…
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