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Raymond James · 1 day ago

Senior Business/Data Analyst | Wealth Management Technology

St. Petersburg, FL

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Raymond James is a financial services firm seeking a Senior Business/Data Analyst to join their IT Wealth Management Product team. The role involves partnering with Product Managers to implement technology solutions, writing data requirements, and analyzing data to support 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 backgroundRequirements gatheringSoftware Development Lifecycle (SDLC)ETL Tools KnowledgeData Quality & CleansingAnalytical skillsProblem-solving skillsCollaboration skillsCommunication skills

Required

Wealth Management background is required

Requirements gathering, risk management, issue tracking, and change management

Comprehensive understanding of Software Development Lifecycle (SDLC) and work through various phases of it with peers and IT partners

Waterfall, Agile, and Hybrid software development methodologies

Different Data Models (Relational, Graph, etc…)

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

Assume ownership and responsibility, act as a key liaison between Product Management, application development and business operations

Demonstrates deep expertise in financial products and data ecosystems; maintains up-to-date knowledge of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management domains. Applies this knowledge to effectively analyze, interpret, and map complex data structures to support strategic product initiatives

Develop and use collaborative relationships to facilitate the accomplishment of work goals

Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships

Work in a team environment to facilitate collaboration

Bachelor's: Business Administration, Bachelor's: Computer and Information Science, High School (HS) (Required)

General Experience - 3 to 6 years

Preferred

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

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

Broad Financial Services experience is strongly preferred

ETL Tools Knowledge: 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

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