Principal Business Analyst – Enterprise Services

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Híbrido; USD 120 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental & vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Resumo da oferta

100 Raymond James & Associates, Inc. in St. Petersburg, FL is seeking a Principal Business Analyst to lead enterprise integration initiatives across Wealth Management, Trading, and Data.

This hybrid role partners with leaders, architects, and engineers to deliver scalable, secure solutions. The ideal candidate has 10+ years in senior business analysis, strong requirements, user stories, and agile delivery, plus expertise in APIs, data mapping, and financial services operations.

Qualificações

• Bachelor's degree in a related discipline and 10+ years in senior business analysis.
• Experience in financial services, wealth management or securities operations.
• Expert in requirements gathering, business process analysis, and documentation.
• Proven experience writing User Stories and managing product backlogs.
• Strong analytical and problem-solving skills; able to simplify complex challenges.
• Experience mentoring analysts and driving Agile delivery.

Responsabilidades

• Lead requirements for discovery, analysis, and documentation for enterprise integrations and APIs.
• Translate business needs into clear functional requirements and acceptance criteria.
• Facilitate backlog refinement, sprint planning, and cross-functional workshops.
• Define end-to-end business processes, rules, SLAs and functional scenarios.
• Mentor junior analysts and promote Agile business analysis practices.
• Identify opportunities to improve processes and reduce operational risk.

Conhecimentos

Requirements gathering

Business process analysis

Documentation

User stories

Agile delivery

Stakeholder management

Mentoring analysts

Formação académica

Bachelor's degree in Computer Science, Information Technology, Finance, Business Administration

Ferramentas

Azure DevOps (TFS)

ServiceNow

Splunk

Postman/SOAP UI

Excel (Advanced)

Descrição da oferta de emprego

Job Description Summary

Enterprise Services is the strategic integration platform connecting business-critical applications across Wealth Management, Trading, Client Experience, Operations, and Enterprise Data. With Enterprise Services adoption growing more we are seeking an experienced Principal Business Analyst to lead complex initiatives that enable scalable, secure, and resilient enterprise solutions. In this highly visible role, you will partner with business leaders, architects, engineers, and enterprise data teams to deliver innovative solutions that support the firm's strategic priorities.

Job Description

This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Business Analysis & Solution Leadership

• Lead requirements for discovery, analysis, and documentation for enterprise integrations, APIs, platform enhancements, and strategic initiatives.
• Partner with business stakeholders to translate business needs into clear functional requirements, user stories, Product Backlog Items (PBIs), and acceptance criteria.
• Facilitate backlog refinement, sprint planning, and cross-functional workshops to ensure alignment between business and technology teams.
• Define business processes, business rules, SLAs, SLOs, and end-to-end functional scenarios.

Enterprise Integration & Data Analysis

• Collaborate with Enterprise Services and Enterprise Data teams to design scalable API-based solutions.
• Develop API specifications, interface contracts, data mapping documents, and source-to-target data lineage.
• Analyze complex financial data using Oracle databases to support new functionality, production investigations, and root cause analysis.
• Maintain integration documentation using the Apigee API Developer Portal and internal knowledge repositories.

Testing, Delivery & Continuous Improvement

• Develop functional test scenarios and support User Acceptance Testing (UAT).
• Validate business functionality before and after production deployments.
• Support release planning, ServiceNow change management, and post-deployment validation.
• Identify opportunities to improve business processes, reduce operational risk, and enhance delivery efficiency through standardization, automation, and comprehensive documentation.
• Mentor junior analysts and promote Agile and business analysis best practices.

Skill

• Strong knowledge of Client assets and liabilities Securities positions and portfolio accounting Equities, fixed income, ETFs, mutual funds, options, structured products, alternative investments, and cash equivalents.
• Trade lifecycle, including execution, allocation, clearing, settlement, corrections, and post-settlement processing.
• Cost basis, tax lots, wash sales, corporate actions, realized and unrealized gains/losses.
• Performance reporting, benchmark reporting, portfolio analytics, and reconciliation.
• Financial reporting, operational controls, and regulatory initiatives.

Required Experience

• Bachelor's degree in Computer Science, Information Technology, Finance, Business Administration, or a related discipline.
• 10+ years of experience as a Principal Business Analyst, Lead Business Analyst, Business Systems Analyst, Functional Analyst, Data Analyst, or similar role.
• Experience within financial services, wealth management, brokerage, custody, clearing, asset management, or securities operations.
• Expert in requirements gathering, business process analysis, and documentation.
• Proven experience writing User Stories, managing product backlogs, and defining acceptance criteria.
• Strong analytical and problem‑solving skills with the ability to simplify complex business and technical challenges.
• Experience facilitating cross‑functional discussions and influencing stakeholders across multiple organizations.
• Experience mentoring analysts and driving Agile delivery practices.

Preferred experience includes

• Advanced SQL, preferably Oracle RESTful and SOAP API testing using Postman and SOAP UI.
• Azure DevOps (TFS), ServiceNow, Splunk (Nice to have).
• Microsoft Excel (advanced formulas, pivot tables, lookups, macros).
• Microsoft Office Suite, PowerPoint, Visio, Word, and Access.
• API integrations, JSON, XML, data validation, and log analysis; Data mapping, reconciliation, source‑to‑target validation, and data lineage.
• Experience with AI‑powered productivity tools, generative AI, or low‑code/no‑code automation platforms.
• Exposure to Tableau, Power BI, Alteryx, Snowflake, Databricks, or similar analytics platforms is a plus.

Education

• Business Administration, Computer and Information Science (Bachelor’s).
• Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s (Required).

Work Experience

• General Experience – 10 to 15 years.

Workstyle

Hybrid

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Benefits

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

Company Culture

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long‑term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

As part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Check it out to see why many choose to work at Raymond James – and why they stay. Our people‑first culture is outlined in our Culture Blueprint.