Associate Alternative Investments Due Diligence

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    Raymond James

    10,001+ employeesFounded 1962St. Petersburg, FloridaFinancial Services
    Actively hiringPaidWinter 2027Financial Services
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    Best applied by Nov 12

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    About the role#

    The Alternative Investments Due Diligence team researches and selects non-traditional investment products for qualified investors. As an associate, you will support this team by conducting quantitative and qualitative due diligence on products such as hedge funds, private equity, and real estate. This role is a temporary, part-time position.

    What you'll do#

    • Participate in calls and meetings with investment management firms and take detailed notes.
    • Log information and meeting notes into the team database.
    • Support investment analysis including financial modeling, benchmarking, and risk analysis.
    • Perform other assigned tasks as needed.

    What you'll need#

    • Junior standing with an expected graduation date in May 2028.
    • Pursuit of a bachelor's degree in Finance, Business Administration, or a related field.
    • Knowledge of securities markets, MS Office, and Bloomberg.
    • Proficiency in Excel and PowerPoint.
    • Ability to self-motivate, manage multiple priorities, and meet critical deadlines.
    • Strong written and verbal communication skills.
    • Legal authorization to work in the United States without current or future visa sponsorship.

    Location & details#

    • This is a hybrid role based in Saint Petersburg, Florida.
    • The term runs from January 4, 2027, through the winter season.
    • This position is part-time, working up to 20 hours per week.

    About Raymond James

    Raymond James is a financial services firm based in St. Petersburg, Florida. Founded in 1962, the company operates as a public holding company with subsidiaries focused on investment planning, capital markets, and asset management. It supports a network of approximately 8,700 financial advisors across the United States and international markets. The firm manages $1.26 trillion in client assets as of October 2023.

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