Finance Analytics Intern – Hybrid, Growth & Strategy

300 Raymond James Bank; Saint Petersburg (FL); Hybrid; USD 20,000 - 31,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James Bank is seeking a Private Client Banking Strategy, Analytics & Sales Intern in Saint Petersburg, FL. You will support analytics, dashboard development, and pricing strategy, working closely with teams across SBL, Mortgage, and advisor engagement.

The internship runs summer 2027 with a start in June and end in August, offering hands-on experience in reporting, financial modeling, and portfolio analytics, preparing you for a future role in financial services.

Qualifications

• Junior standing (Dec 2027–May 2028 graduates) pursuing a bachelor's degree in Finance, Business Analytics, Economics, Accounting, Data Science, Business Administration, Mathematics, Statistics, or related field.
• Strong analytical aptitude and ability to work with data and reporting tools.
• Willingness to participate in a structured internship program with exposure to SBL, Mortgage, and pricing strategy.

Responsibilities

• Develop dashboards and reporting solutions using Tableau, Excel, Qlik, SQL, Access, Power BI.
• Support analytics, forecasting, financial modeling and performance measurement.
• Assist with pricing strategy, portfolio analytics, and advisor education materials.
• Collaborate with Mortgage, SBL, and Pricing teams on strategic projects.
• Prepare executive summaries and internal communications based on data insights.

Skills

Analytical mindset

Excel proficiency

Financial modeling

Education

Bachelor's degree in Finance/Analytics/Economics/Data Science

Tools

Tableau

Power BI

Qlik

SQL

Excel

Access

Python

R

Job description

Raymond James Bank is seeking a Private Client Banking Strategy, Analytics & Sales Intern in Saint Petersburg, FL. You will support analytics, dashboard development, and pricing strategy, working closely with teams across SBL, Mortgage, and advisor engagement.

The internship runs summer 2027 with a start in June and end in August, offering hands-on experience in reporting, financial modeling, and portfolio analytics, preparing you for a future role in financial services.