Project Analyst, Infrastructure Implementation

Raymond James • Saint Petersburg, FL

18d • Hybrid

About The Position

Raymond James RIA & Custody Services (RCS) provides custody and integrated solutions for independent Registered Investment Advisors and introducing broker-dealers. Its Infrastructure Implementation team coordinates strategic initiatives, drives business transformation, and supports organizational and client change. The Project Analyst partners with Project Managers, business stakeholders, and cross-functional teams to support project execution, maintain accurate project information, develop workflows and resources, and contribute to project and portfolio reporting. With guidance and oversight, the role manages assigned low-complexity implementation projects or defined workstreams and helps improve project coordination, reporting, and documentation.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and relevant experience.
• 4–6 years of experience in project coordination, project management, operations, business transformation, or a related field, with demonstrated experience supporting project planning, execution, implementation, reporting, and stakeholder coordination.
• Experience with project management and reporting tools such as Smartsheet, Excel, and PowerPoint.
• Knowledge of foundational project management practices, including project planning, requirements gathering, execution, implementation, stabilization, and closeout.
• Knowledge of project monitoring and reporting, including milestone tracking, risk and issue management, stakeholder coordination, and project documentation.
• Knowledge of basic business process improvement concepts, implementation activities, and organizational change readiness considerations.
• Strong organization and time-management skills to balance priorities, adapt to changing needs, and meet deadlines.
• Attention to detail when reviewing information for accuracy, completeness, and consistency.
• Analytical and problem-solving skills to identify gaps, investigate issues, and recommend practical next steps.
• Clear, concise verbal and written communication skills for varied audiences.
• Ability to collaborate effectively with cross-functional teams and stakeholders.
• Proficiency in Microsoft Office, especially Excel and PowerPoint, and ability to learn new project management and reporting tools.
• Ability to manage assigned low-complexity projects or defined workstreams, maintain documentation, track deliverables, and meet commitments with Project Manager guidance.
• Ability to evaluate project information, investigate concerns, recommend next steps, and escalate risks, issues, and dependencies.
• Ability to coordinate stakeholders and communicate progress and challenges to support timely decisions and follow-through.
• Ability to learn and apply approved automation and AI tools to improve planning, reporting, documentation, and operational efficiency.

Nice To Haves

• Advanced Excel capabilities, including formulas, pivot tables, macros, or automation.
• Exposure to automation and generative AI tools, including AI-assisted document analysis or prompt development.
• Financial services, change management, or implementation experience.

Responsibilities

• Support Project Managers with initiative planning and execution, including maintaining project plans, deliverables, timelines, and status reports.
• Coordinate project activities and meetings; document decisions; track action items and deliverables; and escalate delays, risks, issues, and dependencies.
• Develop and maintain project resources, process workflows, procedural documentation, and supporting implementation materials.
• Manage assigned low-complexity implementation projects or defined workstreams with guidance and escalation support from Project Managers.
• Consolidate, validate, and analyze project information for recurring PMO and portfolio reporting; identify trends, reporting inconsistencies, and emerging concerns; and prepare senior leadership presentations and Steering Team materials summarizing progress, risks, dependencies, and key findings.
• Use approved AI tools and reusable prompts to support project documentation, analysis, and reporting.
• Identify, recommend, and help implement improvements to project coordination, reporting, documentation, and PMO efficiency through technology, automation, and process enhancements.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level