Lead Business Analyst/ Data Analyst (Wealth mgmt)

Job Description

This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week at one of the following office locations: St. Petersburg, FL;

Responsibilities:

• Plan and coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the project level.

• Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.

• Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.

• Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.

• Interpret the business need and identify solution recommendations to business problems at a business unit level. Lead the improvement efforts to be made that are within span of control at this level.

• Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases.

• Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.

• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team.

• 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.);

• Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis.

• Provides support for application development teams including documenting business processes.

• Build strong working relationships with teams, stakeholders, and senior management.

• Incorporate needs, wants, and goals from different business unit perspectives into project specifications.

• Translates technical concepts to a business audience and business information to a technical audience.

• Attend to detail while maintaining a big-picture orientation.

• Solve complex problems and model the business and financial impact of proposed scenarios.

• Participates in developing estimates, project schedules and implementation plans for technical solutions.
  

Skills:

• Business analysis, data analysis, project management. - Required

• Understanding or skilled in SQL, at an intermediate level.

• Product Management experience is preferred.

• Conducting interviews with customers and subject matter experts.

• Managing technology products through their lifecycle.

• Motivate and influence others to achieve desired outcomes without organizational authority.

• Partner with other functional areas to accomplish objectives.

• Vendor management and project management is desirable

• Financial Services experience required

• Minimum of 3yrs in Wealth Management domain experience needed.

• Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.

• Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks.

• Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.

• Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.

• Acts independently to apply comprehensive understanding of the business environment and objectives developing solutions while providing guidance and training to others.

• Works at an advanced level to conduct activities to collect, analyze, diagram (model), and report information and data flow, including state changes, to help make strategic decisions, achieve major goals, and solve complex problems.

• Typically works independently and provides guidance.

Education

Work Experience

Certifications

Travel

Workstyle

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.