Lead Business Analyst, Operations Technology

Raymond James•Saint Petersburg, FL
•Hybrid

About The Position

As part of the Securities Processing development team, the Lead Business Analyst partners with the business to facilitate and implement technology solutions. The role writes system requirements to ensure technology solutions meet business needs. The team handles application development, maintenance, and support across Corporate Actions, Trade Clearance and Settlement, ID Confirms, DTCC Integration, Treasury Clearing, and Income and Reorg Processing. The analyst develops subject matter expertise, applies domain knowledge alongside financial services standards and practices, and makes recommendations based on analysis and interpretation of data. The position follows a hybrid-friendly schedule, with three in-office days per week, including a Monday or Friday, at the St. Petersburg, Florida Corporate Office. It is not eligible for work visa sponsorship, now or in the future. Travel is less than 25%.

Requirements

  • Bachelor's degree in Business Administration or Computer and Information Science, or high school education; the posting lists these as required education.
  • Experience working with IT and business stakeholders at various levels.
  • Experience gathering business requirements.
  • Experience with data analysis and data mapping, and ability to query relational databases such as Oracle and MS SQL Server.
  • Hands-on experience testing IT applications, web applications, and file-based batch processing; knowledge of general software testing methodologies.
  • Knowledge of requirements gathering, risk management, issue tracking, and change management, particularly requirements for functional and operational application enhancements.
  • Comprehensive understanding of the Software Development Lifecycle (SDLC) and experience working through its phases with peers and IT partners.
  • Knowledge of Waterfall, Agile, and Hybrid software development methodologies and project planning and tracking.
  • Clear, concise written and verbal communication, including the ability to create and maintain presentations and technical documentation.
  • Analytical and problem-solving skills, with attention to detail.
  • Fluency in Microsoft Office Suite, including Access, Excel, PowerPoint, Visio, and Word.
  • Ability to take ownership and act as a liaison between application development and business operations; understand, document, and communicate business processes and rules; analyze issues and data from multiple sources; communicate effectively to varied audiences; make fact-based recommendations; maintain relevant knowledge; build collaborative relationships; focus on client needs; and work collaboratively in a team environment.
  • May occasionally work a non-standard shift, including nights and/or weekends.
  • No licenses or certifications are required.

Nice To Haves

  • More than eight years of relevant technical business analysis or technical analysis experience is highly preferred.
  • Financial Services experience is highly preferred.
  • Knowledge of Corporate Actions, Trade Clearance and Settlement, and Income Processing is strongly desired.
  • Experience leveraging AI to assist with daily job functions is highly preferred.
  • Experience with Mainframe, HP NonStop, or SIS Back Office is preferred.
  • Experience with reporting and data visualization tools such as SSRS or Tableau is preferred.

Responsibilities

  • Create detailed business requirements for functional capabilities, such as business processes and rules, and non-functional capabilities, such as data and security.
  • Gather and interpret information from multiple sources, including databases and interviews, and make recommendations.
  • Support application development teams, including by documenting business processes.
  • Translate technical concepts for business audiences and business information for technical audiences.
  • May lead the development of estimates and implementation plans for technical solutions.
  • Partner with team members to develop project schedules, reports, and documentation; may lead small- to medium-sized projects or provide direction to others on the team.
  • Work with User Experience and Design resources to visualize requirements in prototypes.
  • Apply risk management, issue tracking, and change management principles.
  • Validate test cases to ensure scripts evaluate the business function being performed.
  • Perform other duties and responsibilities as assigned.

Benefits

  • Medical, dental, and vision benefits
  • Life insurance
  • Critical illness insurance and accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
  • Benefits eligibility and specific offerings may vary based on position and employment status.
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