Demo

Data Driven Insights Specialist

Raymond James Financial, Inc.
Saint Petersburg, FL Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 6/7/2025

Job Description

Make an impact with data! Join our growing team of Marketing Insights analysts who leverage data using a sophisticated marketing technology stack to help drive the performance of the business units we support. Under supervision from senior leaders on our team, you will have the opportunity to define business priorities, mine targeted opportunities, stage efficient campaigns, and measure meaningful outcomes.

For this role, we seek an adaptable and proactive candidate who can evaluate business needs, utilize technical skills to manipulate data, engineer robust solutions, and successfully communicate outcomes. Building on your high aptitude and history of data-driven success, you will be well-positioned to apply traditional and emerging data disciplines and advance your career goals.

Responsibilities:

  • Influence sales and marketing priorities through data analysis.

  • Data-mine using SQL-based financial data.

  • Stage efficient campaigns using Microsoft Dynamics CRM.

  • Provide scalable Tableau reporting to measure outcomes.

  • Communicate outcomes to stakeholders to promote iterative improvement of the campaign cycle.

  • Automate and monitor ongoing campaign initiatives.

  • Develops statistical models and methodologies to quantify or forecast performance metrics.

  • Develops algorithms and computational solutions as needed to support the business.

  • Performs data management and reporting of performance data.

  • Supports the implementation of model results and ongoing business processes.

  • Ensures data quality and reliability and provides feedback to business process owners and IT.

  • Engages with current systems and processes, interacting with appropriate teams.

  • Utilizes various sources and collects and analyzes information to support the modeling and analysis.

  • Collaborates with leadership to identify, define, and solve various problems and support various corporate initiatives.

  • Assists in the preparation of management reports defining the problem; documents the analysis and recommends courses of action to promote the best outcome.

  • Performs other duties and responsibilities as assigned.

Skills:

  • Basic knowledge and demonstrated experience of statistical models and methods.

  • Basic knowledge of large relational databases and SQL programming.

  • Basic working knowledge of SAS toolsets.

  • Basic knowledge and familiarity with data mining and visualization tools.

  • Applied utilization of Excel, SQL, Tableau Prep and Desktop, PowerPoint, and statistical analysis packages such as R and Python.

  • Simplifying and presenting time series and cross-sectional data.

  • Reading, analyzing, and interpreting common technical journals and financial reports.

  • Understanding of mathematical operations, including frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.

  • Work independently and collaboratively in a team environment.

  • Respond to common inquiries from stakeholders.

  • Define problems, collect data, establish facts, and draw conclusions.

  • Interpret a variety of technical instructions.

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Communicate with internal customers and IT professionals effectively, both orally and in writing.

  • Provide a high level of customer service.

  • Establish and maintain effective working relationships with others.

Licenses/Certifications:

  • None Required.

Travel Required:

  • No


Education

Bachelor's: Applied Mathematics (Required), Bachelor's: Artificial Intelligence and Robotics (Required), Bachelor's: Business Administration (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.

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