Finance Analytics & Strategy Intern

Raymond James; Saint Petersburg (FL); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Raymond James Bank’s Private Client Banking Strategy, Analytics & Sales Intern will support strategic initiatives across SBL, Mortgage, Margin, and Tailored Lending. You will work with teams responsible for pricing, analytics, and advisor engagement to deliver insights and actionable recommendations.

This internship provides hands-on experience with dashboards, forecasting, financial modeling, ROE analysis, and market research while supporting lending product strategy and client engagement.

Qualifications

• Junior standing (Dec 2027–May 2028 graduates) pursuing a bachelor’s degree in Finance, Business Analytics, Economics, Accounting, Data Science, or related field.
• Strong analytical aptitude with interest in financial services and advisory business models.
• Eligible to work in the United States without visa sponsorship now or in the future.

Responsibilities

• Analyze lending, sales, and portfolio data to support strategic initiatives and decision-making.
• Develop dashboards and reporting with Tableau, Excel, Qlik, SQL, Access, Power BI and other BI tools.
• Prepare management reports, executive summaries, and presentations on performance and trends.
• Support pricing strategy, portfolio analytics, and advisor engagement initiatives.

Skills

Financial analysis

Data visualization

Excel

Tableau

Power BI

SQL

Python

Communication

Education

Bachelor's degree in Finance, Business Analytics, Economics, Accounting, Data Science, Business Administration, Mathematics, Statistics or related field

Tools

SQL

Tableau

Power BI

Qlik

Excel

Power Query

Job description

Raymond James Bank’s Private Client Banking Strategy, Analytics & Sales Intern will support strategic initiatives across SBL, Mortgage, Margin, and Tailored Lending. You will work with teams responsible for pricing, analytics, and advisor engagement to deliver insights and actionable recommendations.

This internship provides hands-on experience with dashboards, forecasting, financial modeling, ROE analysis, and market research while supporting lending product strategy and client engagement.