Address
Form of workJob Summary:
The Senior Analyst will play a pivotal role in managing and enhancing our data, business intelligence (BI) and reporting capabilities. This position, under limited supervision, requires extensive knowledge and experience in identifying, analyzing, and documenting complex business requirements and processes. The ideal candidate will demonstrate extensive SQL data analysis ability, Reporting Skills, Business Intelligence Development, integrating domain knowledge into project work, and possess a thorough understanding of financial services standards and practices.
This role is crucial for supporting increased data management and BI/reporting demands across Sales, Research, Investment Banking, and Corporate Access within GEIB. The Analyst will be central to evaluating the current operational landscape and driving the vision for BI/reporting, supporting Data tools, and ensuring GEIB technology remains at the forefront of technological innovation and market responsiveness. Must be willing to travel to the Boston office as needed and Home Office (St. Petersburg, FL) once a quarter.
Essential Duties and Responsibilities:
• Develops end to end solutions to specific problems by collecting and analyzing information, interviewing SMEs, observing operations, and using business systems and processes knowledge.
• Daily Data and Reporting inbound requests and the first point of triage and response to our business across GEIB.
• Reviews operational procedures, map current business processes, define and analyze business activities, conduct benchmarking activities to identify best practices, and recommend changes for improvement.
• Collaborates with team members to define project scope(s) and objectives.
• Serves as a functional SME to provide internal product and development services.
• May lead small to medium-sized projects.
• Consults with users to identify, analyze, refine, and document business requirements.
• Serves as a liaison between client business units and technical business units.
• Represents stakeholders on project teams and solve problems with large, complex cross-functional systems and processes.
• Assists in planning and implementing change initiatives.
• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities:
Knowledge of:
• Advanced concepts, practices and procedures of Product Management.
• Business intelligence tools and technologies, preferred Qlik Sense or similar tools.
• SQL Server, Oracle SQL Developer, and Relational database management.
• Financial Services Terms and general workflows - ideally Investment banking as well or strong willingness to learn.
• Software Development Life Cycle (SDLC) and project management methodologies.
• Agile technologies such as TFS, ADO, and JIRA.
• Financial data analysis and interpretation.
• Advanced Data Analytics, Visualization techniques, Standardized reporting frameworks.
• Data processing and management principles.
• Information technology support and technical documentation.
• Knowledge base of securities industry operations.
Skill in:
• SQL Server / Oracle SQL Developer - Advanced query writing and analysi
• Qlik Sense, ThoughtSpot, Jasper Reports Server - or similar BI tool and willingness to learn
• TFS/ ADO / JIRA - Agile Technologie
• Financial Services Technology Experience
• Cloud Technologies for future roadmap (AWS/ Azure/ Snowflake)
Ability to:
• Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the product specifications.
• Process and manage large volumes of data and inbound requests efficiently.
• Translate complex data into actionable insights for strategic decision-making.
• Groom and work through Data and Reporting backlogs.
• Optimize the use of specialized Data, Reporting and BI tools.
• Collaborate with technology and development teams effectively.
• Understand and apply securities industry knowledge to data and reporting.
• Manage projects adhering to SDLC processes and Agile methodologies.
• Communicate complex technical concepts clearly to non-technical stakeholders.
• Focus on scalability and future enhancements in Data and BI capabilities.
• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
Education/Previous Experience:
• Bachelor's Degree in the specific business function of an assigned functional area or related field and a minimum of three (3) years of experience in defining and documenting business and technical requirements and processes OR any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications:
• None required.
• Preferred:
o Qlik Sense Certification
o ThoughtSpot Certification
o Certification in SQL and/or cloud technologies (AWS, Azure, Snowflake)
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:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcome
• 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
The Senior Analyst will play a pivotal role in managing and enhancing our data, business intelligence (BI) and reporting capabilities. This position, under limited supervision, requires extensive knowledge and experience in identifying, analyzing, and documenting complex business requirements and processes. The ideal candidate will demonstrate extensive SQL data analysis ability, Reporting Skills, Business Intelligence Development, integrating domain knowledge into project work, and possess a thorough understanding of financial services standards and practices.
This role is crucial for supporting increased data management and BI/reporting demands across Sales, Research, Investment Banking, and Corporate Access within GEIB. The Analyst will be central to evaluating the current operational landscape and driving the vision for BI/reporting, supporting Data tools, and ensuring GEIB technology remains at the forefront of technological innovation and market responsiveness. Must be willing to travel to the Boston office as needed and Home Office (St. Petersburg, FL) once a quarter.
Essential Duties and Responsibilities:
• Develops end to end solutions to specific problems by collecting and analyzing information, interviewing SMEs, observing operations, and using business systems and processes knowledge.
• Daily Data and Reporting inbound requests and the first point of triage and response to our business across GEIB.
• Reviews operational procedures, map current business processes, define and analyze business activities, conduct benchmarking activities to identify best practices, and recommend changes for improvement.
• Collaborates with team members to define project scope(s) and objectives.
• Serves as a functional SME to provide internal product and development services.
• May lead small to medium-sized projects.
• Consults with users to identify, analyze, refine, and document business requirements.
• Serves as a liaison between client business units and technical business units.
• Represents stakeholders on project teams and solve problems with large, complex cross-functional systems and processes.
• Assists in planning and implementing change initiatives.
• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities:
Knowledge of:
• Advanced concepts, practices and procedures of Product Management.
• Business intelligence tools and technologies, preferred Qlik Sense or similar tools.
• SQL Server, Oracle SQL Developer, and Relational database management.
• Financial Services Terms and general workflows - ideally Investment banking as well or strong willingness to learn.
• Software Development Life Cycle (SDLC) and project management methodologies.
• Agile technologies such as TFS, ADO, and JIRA.
• Financial data analysis and interpretation.
• Advanced Data Analytics, Visualization techniques, Standardized reporting frameworks.
• Data processing and management principles.
• Information technology support and technical documentation.
• Knowledge base of securities industry operations.
Skill in:
• SQL Server / Oracle SQL Developer - Advanced query writing and analysi
• Qlik Sense, ThoughtSpot, Jasper Reports Server - or similar BI tool and willingness to learn
• TFS/ ADO / JIRA - Agile Technologie
• Financial Services Technology Experience
• Cloud Technologies for future roadmap (AWS/ Azure/ Snowflake)
Ability to:
• Facilitate information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the product specifications.
• Process and manage large volumes of data and inbound requests efficiently.
• Translate complex data into actionable insights for strategic decision-making.
• Groom and work through Data and Reporting backlogs.
• Optimize the use of specialized Data, Reporting and BI tools.
• Collaborate with technology and development teams effectively.
• Understand and apply securities industry knowledge to data and reporting.
• Manage projects adhering to SDLC processes and Agile methodologies.
• Communicate complex technical concepts clearly to non-technical stakeholders.
• Focus on scalability and future enhancements in Data and BI capabilities.
• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
Education/Previous Experience:
• Bachelor's Degree in the specific business function of an assigned functional area or related field and a minimum of three (3) years of experience in defining and documenting business and technical requirements and processes OR any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications:
• None required.
• Preferred:
o Qlik Sense Certification
o ThoughtSpot Certification
o Certification in SQL and/or cloud technologies (AWS, Azure, Snowflake)
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:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcome
• 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
