Raymond James · 5 hours ago
Senior Data Driven Insights Analyst
Raymond James is a premier provider of growth and development solutions for advisors and associates. The Senior Data-Driven Insights Analyst will support Practice Management and Growth Consulting by interpreting business needs, conducting data analyses, and transforming insights into actionable strategies.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Collaborate with Practice Management and Growth Consulting leadership to identify, define, and solve a variety of complex business problems and opportunities
Lead, manage, and execute data analysis projects from inception to completion, ensuring timely delivery, adherence to project scope, and effective communication with stakeholders throughout the project lifecycle
Develop and maintain a series of performance dashboards and management reports that provide actionable insights
Become the subject matter expert on Practice Management and Growth Consulting data, ensuring quality and reliability, providing feedback to business process owners and the IT department as needed
Proactively evaluate and propose enhancements to procedures and technical infrastructure
Develop statistical models and methodologies to predict, quantify, or forecast various operational and performance metrics
Mentor less experienced analysts, providing training on analytical techniques to foster their development and ensure team cohesion
Support firm-level initiatives and ad hoc requests as needed
Qualification
Required
Bachelor's: Applied Mathematics
Bachelor's: Computer Systems Analysis
Bachelor's: Economics
Knowledge and demonstrated experience using statistical and machine learning models and methods
Advanced knowledge of large relational databases and SQL programming
Demonstrated proficiency in Excel, SQL, PowerPoint and Tableau, with hands-on experience using CRM tools
Simplification and presentation of time series and cross-sectional data
Application of mathematical operations to tasks such as frequency distribution, test reliability and validity assessment, analysis of variance (ANOVA), correlation techniques, sampling theory, and factor analysis
Advanced data visualization and communication skills with a proficiency for conveying complex data insights clearly and effectively to non-technical stakeholders
Ability to successfully project manage multiple assignments and meet SLA/delivery requirements
Engage directly with business leaders to thoroughly understand their business needs
Effectively communicate and present research-driven recommendations to management
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Prioritize research opportunities and invest in those with the highest ROI
Define problems, collect data, establish facts, and draw valid conclusions
Design more effective or efficient research processes and advocate for their adoption across the team
Synthesize purchased or proprietary research from other teams into a larger story
Work independently as well as collaboratively within a team environment while establishing and maintaining effective working relationships with others
Utilize a variety of sources to collect and analyze information to support modeling and analysis
Preferred
Familiarity with data mining, reporting and visualization tools such as Tableau
Awareness of relevant emerging tools and techniques that can be adopted at Raymond James
Knowledge of practice management solutions and services not required, but preferred
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
TradingView
2025-12-16
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