Private Client Banking Analytics & Strategy Intern

Raymond James; Saint Petersburg (FL); Hybrid; USD 25,000 - 36,000; Full time

Job summary

Raymond James Bank's Private Client Banking Strategy, Analytics & Sales Internship offers hands-on exposure to SBL, Mortgage, and Tailored Lending analytics. You will help build dashboards, perform ROE analyses, and support pricing strategy while collaborating across sales, product, and risk teams.

Expect to work on forecasting, performance measurement, and advisor engagement initiatives. Start dates are in June 2027, with a full‑time, hybrid schedule in St.

Qualifications

• Junior standing pursuing a bachelor's degree with expected graduation between Dec 2027 and May 2028.
• Eligible to work in the United States; finance analytics focus welcome.
• Experience with BI tools and data analysis preferred.

Responsibilities

• Analyze lending, sales, and portfolio data to support strategy and decision-making.
• Develop dashboards and reporting using Tableau, Power BI, SQL, and Excel.
• Support pricing, product management, and advisor enablement initiatives.
• Prepare executive summaries and presentations with insights.

Skills

Excel

PowerPoint

Access

Tableau

SQL

Qlik

Power BI

Python

R

Education

Bachelor's degree in Finance or related field

Tools

Tableau

SQL

Qlik

Power BI

Python

R

Job description

Raymond James Bank's Private Client Banking Strategy, Analytics & Sales Internship offers hands-on exposure to SBL, Mortgage, and Tailored Lending analytics. You will help build dashboards, perform ROE analyses, and support pricing strategy while collaborating across sales, product, and risk teams.

Expect to work on forecasting, performance measurement, and advisor engagement initiatives. Start dates are in June 2027, with a full‑time, hybrid schedule in St.