Raymond James · 22 hours ago
Lead Analyst, Technology
St. Petersburg, FL
Full-time
Hybrid
Senior Level
6+ years expRaymond James is a financial services firm seeking a Lead Business Analyst in Technology. This role involves partnering with various trading desks and technology teams to provide analysis and support for new technology solutions and processes, as well as enhancing existing systems.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Trading System Domain Knowledge: Knowledge of the Financial Services industry is must and retail trading system is preferred
Experience with Agile methodology, SQL, JSON and other high level tech knowledge is must
Gather Requirements: Participate in cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities
Engage Stakeholders: Ability to collaborate across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization
Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development
Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development
Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users
Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions
Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives
Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments
Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements
Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm
Works with User Experience / Design resources to help visualize requirements into prototype
Understands and applies principles in risk management, issue tracking and change management
Actively engages in available training and education programs – including firm strategic priorities, professional development and staying current on procedures
Proactively participates in firm initiatives directed by local management
Performs other duties and responsibilities as assigned
Qualification
Required
Knowledge of the Financial Services industry is must and retail trading system is preferred
Experience with Agile methodology, SQL, JSON and other high level tech knowledge is must
Participate in cross functional work to solicit requirements towards the product definition and detailed analysis
Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities
Ability to collaborate across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization
Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development
Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product
Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation
Ability to analyze data from analysis and testing standpoint in order to make informed decisions
Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives
Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals
Identifies and implements practice management opportunities by interfacing with various departments across the firm
Works with User Experience / Design resources to help visualize requirements into prototype
Understands and applies principles in risk management, issue tracking and change management
Actively engages in available training and education programs
Proactively participates in firm initiatives directed by local management
Gathering and interpreting information from multiple sources (including databases, interviews, etc.)
Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD)
Writing intermediate to advanced SQL queries is a plus
Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue
Ability to translate technical concepts to business audience and business information to a technical audience
Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions
Clearly convey information and ideas through a variety of media to individuals or groups
Use effective approaches for choosing a course of action or developing appropriate solutions
Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas
Develop and use collaborative relationships to facilitate the accomplishment of work goals
Make internal and external clients and their needs a primary focus of actions
Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities
Work in a team environment or project room to facilitate collaboration
Bachelor's: Computer and Information Science, High School (HS) (Required)
General Experience - 6 to 10 years
Preferred
Retail trading system is preferred
TFS experience is a plus
Postman is a plus
MS Office products
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
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