Principal Business Analyst – Enterprise Services

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Enterprise Services is the strategic integration platform connecting business-critical applications across Wealth Management, Trading, Client Experience, Operations, and Enterprise Data. With Enterprise Services adoption growing more we are seeking an experienced Principal Business Analyst to lead complex initiatives that enable scalable, secure, and resilient enterprise solutions. In this highly visible role, you will partner with business leaders, architects, engineers, and enterprise data teams to deliver innovative solutions that support the firm's strategic priorities.

Requirements

Bachelor's degree in Computer Science, Information Technology, Finance, Business Administration, or a related discipline.
10+ years of experience as a Principal Business Analyst, Lead Business Analyst, Business Systems Analyst, Functional Analyst, Data Analyst, or similar role.
Experience within financial services, wealth management, brokerage, custody, clearing, asset management, or securities operations.
Expert in requirements gathering, business process analysis, and documentation.
Proven experience writing User Stories, managing product backlogs, and defining acceptance criteria.
Strong analytical and problem-solving skills with the ability to simplify complex business and technical challenges.
Experience facilitating cross-functional discussions and influencing stakeholders across multiple organizations.
Experience mentoring analysts and driving Agile delivery practices.
Strong knowledge of Client assets and liabilities
Securities positions and portfolio accounting
Equities, fixed income, ETFs, mutual funds, options, structured products, alternative investments, and cash equivalents
Trade lifecycle, including execution, allocation, clearing, settlement, corrections, and post-settlement processing
Cost basis, tax lots, wash sales, corporate actions, realized and unrealized gains/losses
Performance reporting, benchmark reporting, portfolio analytics, and reconciliation
Financial reporting, operational controls, and regulatory initiatives

Nice To Haves

Advanced SQL, preferably Oracle
RESTful and SOAP API testing using Postman and SOAP UI
Azure DevOps (TFS), ServiceNow, Splunk
Microsoft Excel (advanced formulas, pivot tables, lookups, macros)
Microsoft Office Suite, PowerPoint, Visio, Word, and Access
API integrations, JSON, XML, data validation, and log analysis
Data mapping, reconciliation, source-to-target validation, and data lineage
Experience with AI-powered productivity tools, generative AI, or low-code/no-code automation platforms
Exposure to Tableau, Power BI, Alteryx, Snowflake, Databricks, or similar analytics platforms is a plus

Responsibilities

Lead requirements for discovery, analysis, and documentation for enterprise integrations, APIs, platform enhancements, and strategic initiatives.
Partner with business stakeholders to translate business needs into clear functional requirements, user stories, Product Backlog Items (PBIs), and acceptance criteria.
Facilitate backlog refinement, sprint planning, and cross-functional workshops to ensure alignment between business and technology teams.
Define business processes, business rules, SLAs, SLOs, and end-to-end functional scenarios.
Collaborate with Enterprise Services and Enterprise Data teams to design scalable API-based solutions.
Develop API specifications, interface contracts, data mapping documents, and source-to-target data lineage.
Analyze complex financial data using Oracle databases to support new functionality, production investigations, and root cause analysis.
Maintain integration documentation using the Apigee API Developer Portal and internal knowledge repositories.
Develop functional test scenarios and support User Acceptance Testing (UAT).
Validate business functionality before and after production deployments.
Support release planning, ServiceNow change management, and post-deployment validation.
Identify opportunities to improve business processes, reduce operational risk, and enhance delivery efficiency through standardization, automation, and comprehensive documentation.
Mentor junior analysts and promote Agile and business analysis best practices.