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Raymond James Financial, Inc. 2024 Investment Banking Presentation Designer Co-Op Intern July-December (Boston, MA) in Boston, Massachusetts


Raymond James Overview

One of the largest independent financial services firms in the country could be 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.

Job Summary

The Presentation Designer co-op will have exposure to pitchbook materials and be responsible for creating custom pitch slides that are within the firm’s brand standards. This individual will proactively and effectively partner with Marketing functional partners on firm brand standards and updates. This individual will have expertise and familiarity with best practices for design and formatting content as well as the ability to work as a team player in a small group with a wide range of internal customers whose end clients are high-profile, global leaders in the technology industry.

Essential Duties and Responsibilities

  • Craft creative and strategic presentations and well as conceptual templates for external client purposes.

  • Format Word, Excel, and PowerPoint documents.

  • Create fully functional custom PowerPoint templates (concepts, artwork and slide layouts) based on project intakes that are aligned with firm brand standards.

  • Create, or update PowerPoint pitch books and presentations in accordance with firm brand standards.

  • Create charts, graphs, tables, icons, maps and other infographics that strategically align with and support the deal execution and client need.

  • Photo retouching and photo manipulation.

  • Forming and maintain relationships with Marketing Department functional partners to stay informed and updated on firm brand standards and best practices to bring back to the Investment Banking business.

  • Partnering with leaders and key stakeholders to understand design, graphics and presentation needs of the business.

  • Responsible for building and maintaining a structure and system to organize and store all presentation, template, graphic, and pitch book materials.

  • Performs other duties and responsibilities as assigned.


Knowledge, Skills, and Abilities

Knowledge of

  • Strong understanding of basic design principles and best practices for formatting content

  • Strong knowledge and experience designing infographics, financial charts, tables, and graphs

  • Displaying complex data in a visually sophisticated, appealing, and engaging format

  • Microsoft Office including Word Document, Excel and PowerPoint

Skill in

  • Expertise in Microsoft PowerPoint, Word, Excel (non-technical), and Adobe Acrobat Pro.

  • Strong in Adobe Photoshop, InDesign, and Illustrator.

  • Strong professional written and verbal communication skills.

  • Familiarity with Adobe Premiere or other video editing software is a bonus.

Ability to

  • Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards.

  • Interpret and process market data to think through options for compelling visual representations.

  • Organize information with attention to hierarchy, order and emphasis.

  • Provide extensive attention to formatting detail and aesthetics.

  • Identify gaps in a story or identify what is missing that should be added.

  • Work independently on a project or collaboratively as a team player and able to integrate with a diverse team with varying opinions and ideas.

  • Work in a dynamic, growing environment - flexible and open to changing priorities and managing multiple tasks simultaneously within compressed timeframes.

  • Organize, follow-through, and manage time, particularly in organizing and tracking progress on multiple tasks from multiple projects.

  • Strong aptitude to adapt and learn quickly.

  • Ability to work well under pressure, and make quick sound decisions.

Educational/Previous Experience Requirements

Education/Previous Experience

  • Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

  • Currently enrolled in an accredited undergraduate or graduate degree program.

  • OR

  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.


  • None required.


Job: Investment Banking

Primary Location: US-MA-Boston

Organization Investment Banking

Schedule Full-time

Job Shift Day Job

Req ID: 2400233