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Lead Analyst, Technology jobs in United States
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Raymond James · 1 day ago

Lead Analyst, Technology

Raymond James is a financial services firm, and they are seeking a Lead Analyst to join their Trading Technology team. This role involves leading the analysis lifecycle to deliver innovative solutions that enhance the advisor and client experience while collaborating with business and technology teams.
FinanceBankingProperty & Casualty InsuranceInformation TechnologyFinancial ServicesInsuranceWealth Management
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Growth Opportunities

Responsibilities

Lead the discovery, documentation, and stewardship of business and functional requirements for high-impact, complex technology initiatives—ensuring clarity, alignment, and strategic value
Translate business goals into crisp, actionable technical requirements and user stories that empower teams to deliver exceptional outcomes
Perform gap analyses, feasibility assessments, and impact evaluations to shape intelligent, scalable solution designs and guide strategic decision-making
Collaborate seamlessly with cross-functional partners—developers, QA, UX, and business stakeholders—to drive successful and timely delivery of technology solutions
Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations
Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation to support clarity and adoption
Serve as a trusted subject matter expert (SME) for assigned systems and business domains, becoming a go-to leader for insight and guidance
Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule
Champion risk management, change control, and issue tracking best practices throughout the project lifecycle to ensure transparency and consistent execution

Qualification

Business analysisFinancial services experienceTrading systems knowledgeSQL proficiencyAgile methodologiesWireframing toolsVendor software supportAI tools familiarityExceptional communicationLeadership skills

Required

10+ years of business analysis experience within financial services, trading systems, or enterprise technology environments—demonstrating depth, versatility, and domain expertise
Bachelor's: Computer and Information Science, High School (HS) (Required)
Experience with Equities, Options, and Mutual Fund trading workflows or platforms is a strong plus and will greatly accelerate success in this role
Familiarity with market structure, order life cycles, and trade processing across Equities, Options, and Mutual Funds is highly desirable
Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks
Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, and Postman
Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design
Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality
Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence
Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions
Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued
Familiarity with AI-powered tools (e.g., Copilot, ChatGPT) to enhance documentation, productivity, and innovation

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Company data provided by crunchbase