Senior Business Analyst, Technology | Trading Systems

Raymond James Financial, Inc.; Saint Petersburg (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Raymond James Financial, Inc. in Saint Petersburg, FL seeks a Senior Technology Business Analyst to bridge Trading Desks and Tech teams, shaping solutions from inception through maintenance.

You will gather and document requirements, write BRD/FRD, create workflows and user stories, and support testing while collaborating across departments in a fast-paced financial services environment.

Qualifications

• 3–5 years of relevant technical business analysis experience.
• Knowledge of the Financial Services industry; front, middle, or back office experience preferred.
• Experience with AI tools a plus, not required.

Responsibilities

• Lead requirements gathering across cross‑functional teams and document detailed business and technical requirements.
• Engage stakeholders across the organization to share and articulate information.
• Collaborate on design using design-thinking to realize experiences.
• Create and refine user stories and acceptance criteria for development and testing.
• Prioritize the application backlog for sprint planning and release readiness.
• Analyze data to inform decisions and improve processes.
• Facilitate Agile ceremonies such as planning, reviews, and retrospectives.
• Synthesize client data to develop customized solutions.
• Drive cross-functional improvements with multiple departments.
• Apply risk and change management principles to initiatives.
• Pursue ongoing professional development and participate in firm initiatives.
• Support project-based work and ongoing system enhancements.

Skills

Requirements gathering

Stakeholder engagement

Design collaboration

User stories

Backlog prioritization

Data analysis

Agile facilitation

Data synthesis

Cross-functional leadership

Risk management

Professional development

Firm initiatives

Tools

TFS

Postman

MS Office

Oracle

Job description

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 include gathering, analyzing, and documenting business and functional requirements; creating workflows, wireframes, user stories, acceptance criteria, data mappings, and data flows; supporting user testing; and documenting processes and procedures when applicable. The position will support both project-based initiatives and ongoing system enhancements.

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.