Senior Business Analyst, Technology

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability insurance

Retirement savings plan

Paid time off including vacation, plus

Parental leave

Job summary

Raymond James & Associates seeks a Senior Business Analyst to partner with the business on large-scale account conversions and technology solutions. You will write system requirements for ACATS, Mass Account Transfers, and related systems, blending domain knowledge with financial services standards.

The role emphasizes SDLC, Agile/Waterfall methods, and collaboration with IT partners; hybrid work setup with in-office 3 days per week at St. Petersburg, FL.

Qualifications

• 3–6 years of general business/technical analysis experience.
• Financial services industry experience preferred.
• BS in Business Administration, CS, or related field; HS diploma required.

Responsibilities

• Create detailed business requirements for functional and non-functional capabilities.
• Gathers and interprets information from multiple sources and makes recommendations.
• Supports application development teams and documents business processes.
• Translates technical concepts for business and technical audiences.
• Leads small to medium projects and develops estimates/plans.
• Collaborates with UX/Design to prototype requirements.
• Validates test cases and ensures scripts evaluate business functions.

Skills

Requirements gathering

Risk management

Issue tracking

Change management

SDLC

Waterfall

Agile

Hybrid development

Software testing

Project planning

Data analysis

Data mapping

SQL databases

Oracle

MS SQL Server

Communication

Analytical skills

Problem solving

Mainframe/HP NonStop

SIS Back Office

Reporting/Visualization

SSRS

Tableau

Microsoft Office

Excel

PowerPoint

Visio

Word

Education

Bachelor’s in Business Administration

Bachelor’s in Computer and Information Science

High School Diploma

Tools

Oracle

MS SQL Server

MS Office

SSRS

Tableau

Mainframe

HP NonStop

SIS Back Office

Job description

Job Description Summary Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days are 3 days per week (including a Monday or Friday), in our St Petersburg, FL Corporate Office. This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description As part of the Account Transfers development team, the Senior Business Analyst will partner with the business to facilitate large scale account conversions and implement technology solutions. They will be responsible for writing system requirements that will ensure the technology solution will meet the needs of the business. This team is responsible for application development, maintenance, and support for ACATS, Mass Account Transfers, and other systems. The candidate will gain subject matter expertise and demonstrate the ability to integrate domain knowledge with an understanding of financial services standards and practices. They will also make judgements and recommendations based on the analysis and interpretation of data.

Essential Duties and Responsibilities:

Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities. Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations. Provides support for application development teams including documenting business processes. Translates technical concepts to business audience and business information to a technical audience. May take a leading role in developing estimates and implementation plans for technical solutions. Partners with team members to develop project schedules, reports and documentation. May be required to act as project lead on small to medium projects and/or provide direction to others on the team. Works with User Experience / Design resources to help visualize requirements into prototype. Understands and applies principles in risk management, issue tracking and change management. Validates test cases to ensure that scripts will evaluate the business function being performed. Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

Three (3) to five (5) years of relevant technical business analysis or technical analysis experience is highly preferred. Financial Services experience is preferred.

Knowledge, Skills, and Abilities:

Knowledge of: Requirements gathering, risk management, issue tracking, and change management. Comprehensive understanding of Software Development Lifecycle (SDLC) and work through various phases of it with peers and IT partners. Waterfall, Agile, and Hybrid software development methodologies. Software testing methodologies. Project planning and tracking. Skill in: Experience in working with IT and business stake holders at various levels is required. Experience with gathering business requirements is required. Experience with data analysis/data mapping and the ability to query relational databases (Oracle, MS SQL Server) is required. Clear and concise written and verbal communication as well as ability to create/maintain effective presentations and technical documentation. Solid analytical and problem-solving skills with attention to detail. Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall). Experience with Mainframe / HP NonStop / SIS Back Office is preferred. Experience with reporting and data visualization tools (e.g., SSRS, Tableau) is preferred. Fluent in Microsoft Office Suite – Access, Excel, PowerPoint, Visio, Word.

Licenses/Certifications:

None required.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel Less than 25%

Workstyle

Hybrid

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.

• 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

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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

At Raymond James – 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.

#LI-NM1 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.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.

We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care.

From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

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