Senior Business Analyst, Technology | Trading Systems

Raymond James Financial, Inc.; Denver, Northern (CO, KY); Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. is seeking a Senior Technology Business Analyst to bridge Trading Desks and Technology teams. The role includes requirements gathering, design collaboration, and creating detailed user stories to guide development and testing.

This hybrid position in Denver or St. Petersburg involves agile ceremonies, data-driven decisions, and collaboration across departments. A background in financial services and SQL proficiency are preferred.

Qualifications

• 3–6 years of relevant technical business analysis experience.
• Knowledge of the Financial Services industry; front/middle/back office preferred.
• Experience with AI tools is a plus, not required.

Responsibilities

• Lead cross-functional efforts to define detailed business and technical requirements.
• Work collaboratively across the organization to gather, share, and articulate information.
• Utilize design-thinking to co-create and bring experiences to life.
• Convert requirements into detailed user stories to guide development and testing.
• Manage and prioritize the application backlog for sprint planning.
• Use data analysis to inform decisions.
• Lead Scrum ceremonies, including planning, reviews, and retrospectives.
• Develop customized solutions based on client data analysis.
• Drive practice management improvements across departments.
• Apply principles of risk and change management.

Skills

Requirements Gathering

Stakeholder Engagement

Design Collaboration

User Stories Creation

Feature Prioritization

Data Analysis

Agile Facilitation

Cross-functional Leadership

Risk & Change Mgmt

Professional Development

Firm Initiative Participation

Education

Bachelor’s: Business Administration

Bachelor’s: Computer and Information Science

High School (HS)

Tools

SQL queries

TFS

Postman

MS Office

Job description

Job Description Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 3 days per week at one of the following office locations St. Petersburg, FL (preference), or Denver, CO. This role is not eligible for Work Visa sponsorship, either currently or in the future.

We are seeking a Senior Technology Business Analyst to play a crucial role in the collaboration between our Trading Desks (Equity, Option, Fixed Income, and Structured Products) and Technology Teams. The successful candidate will be instrumental from solution inception through to ongoing maintenance, covering a wide array of trading aspects and system integrations. Solutions range from but are not limited to topics such as retail, institutional, principal, agency, and syndicate trading as well as integration with various other systems.

This role is responsible for analyzing, designing, and supporting the implementation of new technology solutions and process improvements, as well as enhancing existing systems and workflows.

Key Responsibilities:

• Requirements Gathering: Lead cross-functional efforts to define detailed business and technical requirements.
• Stakeholder Engagement: Work collaboratively across the organization to gather, share, and articulate information.
• Design Collaboration: Utilize design-thinking to co-create and bring experiences to life.
• User Stories Creation: Convert requirements into detailed user stories to guide development and testing.
• Feature Prioritization: Manage and prioritize the application backlog for sprint planning.
• Data Analysis: Use data analysis to inform decisions.
• Agile Facilitation: Lead Scrum ceremonies, including planning, reviews, and retrospectives.
• Client Data Synthesis: Develop customized solutions based on client data analysis.
• Cross-functional Leadership: Drive practice management improvements by working with various departments.
• Risk and Change Management: Apply principles effectively to manage risks and changes.
• Professional Development: Engage in training and education programs to stay current with industry trends and technologies.
• Firm Initiative Participation: Actively contribute to firm-wide initiatives as directed.

Prior Experience: Ideally three (3) to five (5) years of relevant technical business analysis or technical analysis experience is highly preferred. Must have knowledge of the Financial Services industry and a preference for front, middle, or back office experience. Experience with AI tools but doesn't need an expert.

Skill in:

• Gathering and interpreting information from multiple sources (including databases, interviews, etc.).
• Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD).
• Writing intermediate to advanced SQL queries is a plus.
• TFS experience is a plus.
• Postman is a plus.
• MS Office products.

Ability to:

• Adaptable and capable of working in fast-paced environment.
• Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue.
• Ability to translate technical concepts to business audience and business information to a technical audience.
• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
• Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.
• Work in a team environment or project room to facilitate collaboration.

Licenses/Certifications: None required.

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

Work Experience General Experience - 3 to 6 years

Salary Range $75,000.00-$115,000.00

Travel Less than 25%

Workstyle Hybrid

Benefits: 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.

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.

• 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.

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. 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.