Demo

Lead Business Analyst | Bank Technology

Raymond James Financial Services
Petersburg, FL Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/19/2025

Job Description

Note : This position will follow our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location.

Job Summary :

As part of our Bank Technology division (Data Governance & Reporting), you will play a crucial role in the collaboration between our Banking Units (Mortgage, Consumer Loans, Deposits, and Private Client Banking) and Technology Teams. Responsibilities include leading requirement gathering, analysis, documentation, user testing facilitation, and contributing to the development and maintenance of processes and procedures. Applies business knowledge and technical skills to deliverables and projects that involve multiple IT departments. Can make judgements and recommendations based on the analysis and interpretation of data.

Responsibilities :

Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations.

Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities. Produces BRD and FRD documents.

Validates test cases written by SQM and / or creates test cases with development team when functioning in the role of SQM Tester.

Provides support for application development teams including documenting business processes.

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

Creates business mock-ups.

Participates in developing estimates and implementation plans for technical solutions.

Partners with team members to develop project schedules, reports and documentation. May be required to act as project lead on small to medium projects and / or provide direction to others on the team.

Works with User Experience / Design resources to help visualize requirements into prototype.

Understands and applies principles in risk management, issue tracking and change management.

Performs other duties and responsibilities as assigned.

Skills :

Banking industry experience is required.

Ideally five (5) to ten (10) years of relevant technical business analysis or technical analysis experience is highly preferred.

Ideally three (3) to five (5) years of large-scale data engineering project experience, Loan IQ, Financial Services possible with cloud technology implementation is highly preferred.

Experience in working with IT and business stakeholders at various levels is required.

Knowledge of data models and ability to run SQL queries in SQL Server / Oracle databases when needed to research / troubleshoot issue.

Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile / Scrum, Waterfall).

Comprehensive understanding of Software Development Lifecycle (SDLC) and work through various phases of it with peers and IT partners.

Important to have understanding of Data Governance and Data lineage concepts.

Ability to translate technical concepts to business audience and business information to a technical audience.

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.

Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.

Demonstrate a strong knowledge in position-related areas; remains current with developments and trends in areas of expertise.

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.

May occasionally work a non-standard shift including nights and / or weekends.

Licenses / Certifications :

  • None required.

Education

Bachelor’s : Business Administration, Bachelor’s : Computer and Information Science

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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