US-PA-Philadelphia-Berwyn

See The Original Here

2024 Summer Associate - Chartwell Analyst (Berwyn, PA)-2401153

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 A

ssociate

Job Summary

Chartwell Summer Analyst

assist

portfolio management teams with research projects & data

management and

assist

client svc and executive management with peer/benchmark data mining and review

.

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

10

, 2024

End Date

August 2, 2024

Duties and Responsibilities

  • Conduct in-depth research on peer data
  • .
  • Analyze market flow data to
  • identify
  • trends and opportunities
  • .
  • Conduct comprehensive research on investment sectors
  • .
  • Provide support to the
  • back office
  • team as needed
  • .
  • Assist
  • in compiling performance data for analysis and
  • reporting.
  • Specified projects and varied assignments relating to the
  • data and support
  • .
  • 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

  • A
  • ctively listen and
  • comprehend
  • information
  • .
  • Proficient
  • ly
  • in
  • tak
  • e
  • 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
  • .

#wayup

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.

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