Experience Team Analyst I (New York or St. Petersburg)

Raymond James•Saint Petersburg, FL

1d•Onsite

About The Position

The Experience Analyst leverages background and business acumen to support strategic, operational, and experience-focused initiatives across the Investment Bank. This role operates as a part of an internal consulting team, collaborating with business leaders and internal partners (including HR, Technology, Marketing, and Operations) to identify opportunities, drive execution, and enable sustainable change. The analyst role will support employee and client experience strategies that improve efficiency, streamline operations, and enhance engagement. Key responsibilities include analyzing business processes, supporting technology enablement and AI adoption efforts, managing reporting and dashboards, developing leadership materials, and driving process improvement initiatives. The analyst also plays a key role in change management – helping teams adopt new tools, processes, and ways of working to ensure long-term impact. This is a project-based role suited for individuals with experience in consulting, investment banking, business analysis, or technology strategy.

Requirements

Knowledge of Concepts, principles, and practices of Investment Banking & Capital Markets.
Knowledge of Technology and AI tools
Knowledge of Problem-solving and operational improvement frameworks and change management techniques
Skill in Analytical and data-driven abilities.
Skill in Organizing problems and workflows.
Skill in Attention to detail in all areas of work products.
Skill in Problem solving skills and the ability to think independently.
Skill in Deliver high standards of quality and evaluate products, services, and own performance against those standards.
Skill in Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Skill in Strong communication skills and ability to work well within a team.
Ability to Structure and communicate complex ideas, both orally and in writing, to senior stakeholders.
Ability to Balance conflicting resource and priority demands.
Ability to Collaborate across functional areas in a fast-paced, matrixed organization.
Ability to Establish and maintain effective working relationships at all levels of the organization.
Ability to Organize and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Ability to Interpret and apply policies and identify and recommend changes as appropriate.
Ability to Work independently as well as collaboratively within a team environment.
Ability to Identify required tasks, develop timelines and execute.
Ability to Project a positive, professional image both internal and with external business contacts.
Ability to Convey information clearly and effectively through both formal and informal documents.
Bachelor’s Degree (B.A.) in Finance, Accounting, Business or a related field
Two (2) to three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology-driven business role.
Any equivalent combination of experience, education, and/or training approved by Human Resources.

Nice To Haves

Financial markets and products preferred.
Proficiency in data visualization or reporting tools (e.g., Tableau, Power BI, Excel, SQL, Qlik) preferred.
Experience in internal consulting, business transformation, or cross-functional project environments preferred.

Responsibilities

Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, and digital enablement.
Develop and iterate strategic presentations and executive-level materials that communicate findings, progress, and recommendations.
Conduct qualitative and quantitative analysis and reporting to identify improvement opportunities and support strategic decisions.
Collaborate with Investment Banking senior management and functional leaders across HR, Technology, Marking, and Operations to deliver business solutions
Coordinate problem-solving efforts with cross-disciplinary teams to address organizational inefficiencies and implement scalable solutions
Build and maintain partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience.
Participate in business process improvement initiatives, including those involving automation or digital tooling.
Support AI and technology-related efforts, including evaluation, adoption, and integration of tools that enable employee productivity and client engagement.
Perform other duties and responsibilities as assigned and needed.