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Raymond James · 3 months ago

Senior Business/Data Analyst | Wealth Management Technology

Saint Petersburg, Florida - United States

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Raymond James is a financial services company that is seeking a Senior Business/Data Analyst for their IT Wealth Management Product team. The role involves partnering with Product Managers and the Business to implement technology solutions, while also writing data requirements to meet business needs.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Creates detailed business requirements for functional requirements with focus on financial and organizational data

Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations

Review of existing legacy data sources and mapping to target data structures

Translate technical concepts to business audience and business information to a technical audience

Partners with team members to develop project schedules, reports and documentation. May be required to act as project lead on small to medium projects and/or provide direction to others on the team

Works with User Experience / Design resources to help visualize requirements into prototype

Understands and applies principles in risk management, issue tracking and change management

Validates test cases to ensure that scripts will evaluate the business function being performed

Performs other duties and responsibilities as assigned

Qualification

Data Mapping & TransformationSQL & Database QueryingWealth Management backgroundFinancial Services experienceETL Tools KnowledgeSoftware Development Lifecycle (SDLC)Agile methodologyWaterfall methodologyAnalytical skillsData Quality & CleansingSystem AnalysisPython for Data ProcessingReporting toolsMicrosoft Office SuiteProblem-solving skills

Required

Three (3) to five (5) years of experience as a Technical Business/Data Analyst would be preferred or a combination of education, training and experience

Wealth Management background is required

Experience in working with IT and business stakeholders at various levels is required

Experience in gathering business requirements with focus on data is required

Solid analytical and problem-solving skills with attention to detail

Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall)

Data Mapping & Transformation: Experience in analyzing source and target systems to define data mapping, transformations, and validation rules

SQL & Database Querying: Strong proficiency in SQL to extract, validate, and reconcile data across systems

Data Quality & Cleansing: Experience in identifying data quality issues and working with stakeholders to resolve them before migration

Fluent in Microsoft Office Suite – Access, Excel, PowerPoint, Visio, Word

Preferred

Experience working on legacy data analysis & migration projects is strongly preferred

Broad Financial Services experience is strongly preferred

Familiarity with ETL (Extract, Transform, Load) tools like Informatica, Talend, SSIS, or Azure Data Factory is preferred

Understanding of AWS Data Lake architecture, with hands-on experience in leveraging services such as Amazon S3, Redshift, and Spark to support scalable data ingestion, storage, and analytics workflows is preferred

Skilled in reverse-engineering both legacy and modern systems to understand data structures, relationships, and dependencies—ensuring accurate data mapping and seamless migration is preferred

Familiarity with real-time data streaming and processing using Kafka on AWS is preferred

Experience with reporting and data visualization tools (e.g., SSRS, Tableau) is preferred

Experience in Python for Data Processing & Automation and PHP for Legacy System Integration is preferred