Sr Technical Data Analyst, Wealth Management Technology

Workstyle: Hybrid - The position is based out of our headquarters in St. Petersburg, FL.

Job Summary

The Enterprise Data & Analytics Analyst works as part of the Enterprise Data Team and will be responsible for

developing Data Integration solutions in support of a critical data platform. The analyst plays a key role in the

journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive

contact with multiple application development teams and other shared services teams. The analyst will be

responsible for the deliveries of the analyst team with respect to requirements and high-level design of the data

domains. The position is based out of our headquarters in St. Petersburg, FL.

Essential Duties and Responsibilities

• 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.

• Interpret and apply policies and identify and recommend changes.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities

Knowledge of:

• Concepts, practices, and principles of project management.

• Application development methodologies and standards.

• Concepts of risk management, issue management, change management

• Basic principles of banking, finance, and securities industry operations.

• Financial services experience or Equities / Investment Banking knowledge is preferred.

Skill and ability in:

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

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

• Business Intelligence skills, such as the creation of Tableau, ThoughtSpot or Qlik reports is preferred.

• 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

Educational/Previous Experience Requirements

Education/Previous Experience

• Minimum of a Bachelor's degree in Computer Science, MIS or related degree and five (5) years of relevant experience or combination of education, training and experience.

• Financial Services experience required

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

Licenses/Certifications

• None required.

Raymond James Guiding Behaviors

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 outcome

• 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