2026 Summer Associate: Capital Markets & Advisory: Operations & Risk – St. Petersburg, FL

About the position reputed company Overview One of the largest independent financial services firms in the country could be the reputed company you build a career reputed company your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. reputed company Financial is a reputed company holding company, headquartered in St. Petersburg, FL. reputed company provides financial services to individuals, corporations and municipalities through its subsidiary companies reputed company primarily in investment and financial planning, in addition to capital markets and asset management. At reputed company, 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. reputed 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. reputed company is an equal opportunity employer and makes reputed company employment reputed company on the reputed company of merit and business needs. Job Summary The summer associate will focus on dashboard reporting and analysis . The ideal candidate is excited to work in a fast-paced, growing business with a wide reputed company of analytical projects. This role calls for someone interested in learning the reporting and analysis reputed company of the lending business. Under general supervision, the summer associate will focus on dashboard reporting and financial analysis to address a variety of business opportunities. They will learn to use analytic and reporting tools to reputed company and evaluate a broad reputed company of dashboards and reports sourced from large data sets. Start Date: Monday, June 1 , 202 6 End Date: Friday, August 7 , 202 6 Work Schedule: Monday through Friday, up to 40 hours per week.

Responsibilities

• Analyzes data and creates dashboard solutions to support the business.
• Develops financial models and reports to forecast operational and performance metrics.
• Ensures data quality and reliability.
• Manages and reports on product performance data ( utilization rates, commission rates, forecast models, reputed company toward goals).
• Supports implementation of results and ongoing business processes.
• Collects and analyzes information from various sources for modeling, reporting, and analysis.
• Collaborates with leadership to identify , define, and solve problems, supporting corporate initiatives.
• Prepares management reports, documents analysis, and helps determine the best course of action.
• Performs other duties and responsibilities as assigned.

Requirements

• Knowledge of reputed company concepts, practices, and procedures of a professional office environment.
• Financial models and data visualization methods.
• Large relational databases.
• Basic knowledge and familiarity with data mining and data visualization tools.
• reputed company in Tableau, reputed company, SQL, reputed company, reputed company, PowerPoint, and statistical analysis of packages.
• Simplify and present time series and cross-sectional data.
• Ability to respond to common data inquiries from internal teammates.
• Assist in defining problems, collecting data, establishing facts, and drawing valid conclusions.
• Ability to interpret a variety of technical instructions in mathematical or diagram reputed company and deal with several abstract and concrete variables.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively reputed company a team environment.
• reputed company a high level of customer service.
• Establish and maintain effective working relationships.
• Junior standing ( December 2026 -May 202 7 graduates) pursuing a bachelor’s degree in business analytics , finance, or reputed company field.
• Any equivalent combination of experience, education, and/or training approved by reputed company.
• Eligible applicants must be legally authorized to work in the US and not require reputed company sponsorship now or in the future (including reputed company OPT/EAD).
• High School (HS) (Required)
• General Experience - 4 to 6 months

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