Hybrid Data Management & Reporting Specialist

Raymond James; Florida; Hybrid; USD 60,000 - 75,000; Full time

Job summary

Raymond James in Saint Petersburg, FL is seeking a Data Management & Reporting Specialist to handle day-to-day data analysis, maintenance, and governance. You will work with advisors and staff to resolve data issues, ensure accuracy, and support onboarding processes in a hybrid setting.

The role emphasizes data quality, documentation, and collaboration with leadership to define data attributes, workflows, and process improvements across the department.

Qualifications

• Asset management concepts and practices knowledge.
• Advanced Excel including formulas, pivot tables and macros.
• Ability to learn concepts quickly and work independently.
• Strong organization and attention to detail for multiple tasks.
• Effective written and oral communication; data accuracy essential.

Responsibilities

• Onboard data maintenance for advisors and resolve data issues.
• Research and resolve data discrepancies from internal sources and vendors.
• Maintain contact with peers, departments, stakeholders, and clients to investigate issues.
• Escalate data discrepancies to managers and track until resolved.
• Define required data attributes and data workflows with stakeholders.
• Maintain department documentation and monitor data quality metrics.

Skills

Advanced Excel

Pivot Tables

Macros

Data quality

Communication

Teamwork

Education

High School Diploma

Tools

Databases

MS Office Suite

Job description

Raymond James in Saint Petersburg, FL is seeking a Data Management & Reporting Specialist to handle day-to-day data analysis, maintenance, and governance. You will work with advisors and staff to resolve data issues, ensure accuracy, and support onboarding processes in a hybrid setting.

The role emphasizes data quality, documentation, and collaboration with leadership to define data attributes, workflows, and process improvements across the department.