Senior Technical Business & Data Analyst

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

100 Raymond James & Associates, Inc. is seeking a Business/Data Analyst to drive discovery, requirements, and validation for financial and operational use cases.

You will analyze diverse data sources to identify trends and opportunities, supporting migration efforts and cross-functional collaboration across Business, Product, and IT teams. You will translate complex data needs into actionable requirements, help design prototypes with UX, and assist in testing to ensure business outcomes and data

Qualifications

• 3–5 years in Business/Data Analyst roles in financial services preferred.
• Experience with data migration, data transformation, or data quality issues desired.
• Strong analytical skills, attention to data readiness and governance.

Responsibilities

• Lead discovery, requirements, and validation for financial and operational use cases.
• Analyze data from multiple sources to identify trends, gaps, and opportunities.
• Support data migration by documenting mappings and validation rules.
• Collaborate with Product, IT, and analytics teams to deliver solutions.
• Create prototypes with UX/Design to visualize requirements and outcomes.
• Assist testing and ensure test cases reflect business needs.
• Provide risk, issue tracking, and change management perspectives.

Skills

Business analysis

Requirements gathering

Data analysis

Stakeholder management

SDLC knowledge

Communication

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Computer & Information Science

High School diploma

Tools

SQL

Excel

Power BI

Tableau

SSRS

Qlik

AWS (S3, Redshift, Spark)

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.

Responsibilities

• Lead discovery, requirements gathering, documentation, and validation; define business, functional, and data requirements for financial and organizational data, reporting, analytics, and operational use cases.
• Gather and interpret information from stakeholder interviews, data sources, and process reviews; analyze financial and operational data to identify trends, gaps, and opportunities and recommend actions.
• Support data migration and transformation by reviewing legacy and current-state data, documenting business definitions and source-to-target requirements, identifying data quality issues, and partnering with technical teams on mapping, validation, and resolution.
• Serve as a liaison between business operations, Product Management, and application development; explain technical concepts to business audiences and communicate business needs, insights, and requirements to delivery teams.
• Partner with team members on project planning, schedules, reports, documentation, and execution.
• May lead small to medium projects and provide direction to team members.
• Collaborate with User Experience and Design resources to translate requirements into prototypes.
• Apply risk management, issue tracking, and change management principles; collaborate with stakeholders to resolve issues affecting business outcomes and data readiness.
• Support testing activities and validate test cases to confirm that business functions, data requirements, and expected outcomes are evaluated.
• Performs other duties and responsibilities as assigned.

Experience & Background

Three (3) to five (5) years of experience in a Business Analyst or Data Analyst role is preferred, or an equivalent combination of education, training, and experience is preferred. Experience supporting legacy data analysis, data migration, or data transformation projects is strongly preferred. Broader financial services experience is highly desired.

Knowledge, Skills, and Abilities

Knowledge of: Business analysis, requirements gathering and validation, risk management, issue tracking, and change management. The Software Development Lifecycle (SDLC) and collaboration with peers and IT partners across delivery phases. Waterfall, Agile, and Hybrid software development methodologies. Financial services and wealth management products, processes, and data, including relevant industry standards and practices.

Skill in: Working with business and IT stakeholders at various levels to understand objectives and translate needs into clear, actionable requirements. Business and data analysis, requirements documentation and interpretation and validation of complex financial and organizational data. Analytical thinking and problem-solving, with attention to detail, quality, and sound business judgment. Clear written and verbal communication, including explaining complex information to business and technical audiences. Microsoft Office tools, including Excel, PowerPoint, Word, and Visio; familiarity with Access is preferred. SQL and database querying to extract, validate, and reconcile data. Source-to-target data mapping, transformation and validation rules, data quality assessment, and cleansing. AWS data lake and analytics technologies, including Amazon S3, Redshift, and Spark; familiarity with Kafka-based streaming on AWS. Reporting, analytics, and data visualization tools such as Qlik, SSRS, or Tableau. System analysis of legacy and modern data structures, relationships, and dependencies to support migration readiness.

Ability to: Assume ownership and responsibility, act as a key liaison between Product Management, application development and business operations. Apply deep knowledge of wealth management and financial data to strategic product initiatives; maintain awareness of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships. Evaluate current-state processes and data needs, identify inconsistencies, and collaborate with technical specialists to support data readiness and migration. Work collaboratively across teams and manage multiple priorities while maintaining attention to detail and quality.

Licenses/Certifications

None required.

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

Travel Less than 25%

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.

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); 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.

Company Culture

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.

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About Raymond James

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. 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.