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Raymond James · 1 day ago

Experience Team Analyst I

St. Petersburg, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Raymond James is a company focused on enhancing client and employee experience through strategic initiatives. The Experience Team Analyst I will support these initiatives by collaborating with various internal partners and analyzing business processes to drive improvements and enable sustainable change.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, and digital enablement

Develop and iterate strategic presentations and executive-level materials that communicate findings, progress, and recommendations

Conduct qualitative and quantitative analysis and reporting to identify improvement opportunities and support strategic decisions

Collaborate with Investment Banking senior management and functional leaders across HR, Technology, Marking, and Operations to deliver business solutions

Coordinate problem-solving efforts with cross-disciplinary teams to address organizational inefficiencies and implement scalable solutions

Build and maintain partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience

Participate in business process improvement initiatives, including those involving automation or digital tooling

Support AI and technology-related efforts, including evaluation, adoption, and integration of tools that enable employee productivity and client engagement

Perform other duties and responsibilities as assigned and needed

Qualification

Investment Banking knowledgeAnalytical abilitiesData visualization toolsChange management techniquesTechnologyAI toolsOrganizing workflowsProblem-solving skillsCommunication skillsAttention to detailTeam collaboration

Required

Bachelor's Degree (B.A.) in Finance, Accounting, Business or a related field

Two (2) to three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology-driven business role

Knowledge of concepts, principles, and practices of Investment Banking & Capital Markets

Technology and AI tools

Problem-solving and operational improvement frameworks and change management techniques

Analytical and data-driven abilities

Organizing problems and workflows

Attention to detail in all areas of work products

Problem solving skills and the ability to think independently

Deliver high standards of quality and evaluate products, services, and own performance against those standards

Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets

Strong communication skills and ability to work well within a team

Ability to structure and communicate complex ideas, both orally and in writing, to senior stakeholders

Balance conflicting resource and priority demands

Collaborate across functional areas in a fast-paced, matrixed organization

Establish and maintain effective working relationships at all levels of the organization

Organize and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions

Interpret and apply policies and identify and recommend changes as appropriate

Work independently as well as collaboratively within a team environment

Identify required tasks, develop timelines and execute

Project a positive, professional image both internal and with external business contacts

Convey information clearly and effectively through both formal and informal documents