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Raymond James · 1 day ago

Data Driven Insights Analyst

St. Petersburg, FL

Full-time

Hybrid

Mid Level

Raymond James is looking for a Data Driven Insights Analyst to join their growing team of Marketing Insights analysts. This role involves leveraging data to drive business performance, defining business priorities, and creating performance dashboards while collaborating with leadership to solve various business problems.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Collaborates with leadership to identify, define, and solve a variety of business problems and support various initiatives

Leads the design, completion and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and departments

Performs data gathering, organization and analysis using SQL-based queries

Develops statistical models and methodologies to quantify or forecast performance metrics

Ensures high data quality, accuracy and reliability in assigned projects and deliverables

Utilizes Tableau or other data visualization tools to build reports and performance dashboards

Utilizes effective project management and time tracking skills to ensure the on-time completion of deliverables and adherence to SOW allocated hours

Prepares management reports and uses strong presentation skills and storytelling techniques to communicate findings to stakeholders

Works collaboratively and autonomously to complete projects and assignments

Qualification

SQL programmingStatistical modelingData visualizationExcelRPythonProject managementCustomer serviceCommunication skillsTeam collaboration

Required

Bachelor's: Applied Mathematics

Bachelor's: Computer Systems Analysis

Bachelor's: Economics

Advanced knowledge and demonstrated experience of statistical models and methods

Advanced knowledge of large relational databases, and SQL programming

Working knowledge of data modeling methods and software

Working knowledge and familiarity with data mining and visualization tools

Applied utilization of Excel, SQL, Tableau Prep and Desktop, PowerPoint, and statistical analysis packages such as R and Python

Simplifying and presenting time series and cross-sectional data

Reading, analyzing, and interpreting common technical journals and financial reports

Understanding of basic mathematical operations including frequency distribution, analysis of variance, correlation techniques, sampling theory and factor analysis

Defining project scope of services, analytical requirements, deliverables and timelines

Effectively articulate project updates and status to team members and stakeholders

Ensure alignment with stakeholders on project priorities

Work independently and collaboratively in a team environment

Respond to ad hoc inquiries from stakeholders with a high level of service

Define problems, collect data, establish facts, and draw conclusions

Interpret a variety of technical instructions

Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

Communicate effectively, both orally and in writing with internal customers and IT professionals

Provide a high level of customer service

Establish and maintain effective working relationships with others