Job Details

ID #51669944
Estado Pennsylvania
Ciudad Philadelphia
Full-time
Salario USD TBD TBD
Fuente Raymond James Financial, Inc.
Showed 2024-05-10
Fecha 2024-05-10
Fecha tope 2024-07-09
Categoría Etcétera
Crear un currículum vítae
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2024 Summer Associate - Chartwell Sales Analyst (Berwyn, PA)

Pennsylvania, Philadelphia, 19113 Philadelphia USA
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DescriptionRaymond James OverviewOne 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 OverviewChartwell 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 SummaryUnder 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, 2024End Date: July 25, 2024Duties 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.

QualificationsKnowledge, Skills, and AbilitiesKnowledge 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 takeaccurate 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.

LocationBerwyn, PA – Chartwell Investment Partners

No travel required.

Job: Investment ManagementPrimary Location: US-PA-Philadelphia-BerwynOrganization Raymond James Investment ManagementSchedule Full-timeJob Shift Day JobReq ID: 2401626

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