3 2024 Summer Associate - Chartwell Sales Analyst (Berwyn, PA) Jobs in Philadelphia, PA
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2024 Summer Associate - Chartwell Sales Analyst (Berwyn, PA)
$76k-106k (estimate)
Full Time | Securities
1 Week Ago
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Raymond James Financial is Hiring a 2024 Summer Associate - Chartwell Sales Analyst (Berwyn, PA) Near Philadelphia, PA
2024 Summer Associate - Chartwell Sales Analyst (Berwyn, PA)-2401626
Description
Raymond James Overview
One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Department Overview
Chartwell Investment Partners LLC is located in Berwyn, PA and is a wholly-owned subsidiary of Raymond James Investment Management. Chartwell manages ~$11 bil in institutional and retail client assets. Chartwell manages a variety of equity and fixed income strategies and houses certain administrative functions in Berwyn, PA.
Seasonal Associate Job Summary
Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Routine contact with internal and external customers may be required to exchange basic information.
This is a temporary role.
Work Schedule: Up to 40 hours per week for a limited time, determined by department need.
Start Date:June 3, 2024
End Date:July 25, 2024
Duties and Responsibilities
- Specified projects and varied assignments relating to sales.
- Works independently on assigned projects and tasks, meeting all delivery deadlines.
- Operates standard office equipment and uses required software applications.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- High level understanding of investment management business
- Fundamental concepts, practices, and procedures of a professional office environment.
- Basic concepts, principles, and practices of an assigned business unit.
Skill in
- Microsoft Office products specifically Excel.
- Operating standard office equipment and using, or having the ability to learn, required software applications.
- Ability to work effectively as part of a virtual/hybrid team.
Ability to
- Actively listen and comprehend information.
- Proficiently in take accurate notes during meetings or instructions.
- Follow directions effectively and efficiently.
- Organize and prioritize multiple tasks and meet deadlines.
- Communicate effectively, both orally and in writing.
- Work independently and collaboratively within a team environment.
- Provide a high level of customer service.
- Establish and maintain effective working relationships.
Educational/Previous Experience Requirements
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
- None required.
Location
Berwyn, PA – Chartwell Investment Partners
- No travel required.
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Investment Management
Primary Location US-PA-Philadelphia-Berwyn
Organization Raymond James Investment Management
Schedule Full-time
Shift Day Job
#LI-RB1
Job Summary
JOB TYPE
Full Time
INDUSTRY
Securities
SALARY
$76k-106k (estimate)
POST DATE
05/14/2024
EXPIRATION DATE
05/16/2024
WEBSITE
raymondjames.com
HEADQUARTERS
SAINT PETERSBURG, FL
SIZE
7,500 - 15,000
FOUNDED
1962
TYPE
Public
CEO
PAUL C REILLY
REVENUE
$5B - $10B
INDUSTRY
Securities
Related Companies
About Raymond James Financial
Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.
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