Raymond James - Saint Petersburg, FL

posted 3 months ago

Full-time - Mid Level
Saint Petersburg, FL
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Business Analyst at Raymond James Trust serves as a crucial link between frontline staff and leadership teams, focusing on enhancing operational efficiency, consistency, and compliance. This role involves implementing business practices, developing training programs, and resolving moderately complex problems while managing multiple projects simultaneously.

Responsibilities

  • Serve as a liaison between frontline staff and leadership teams to provide solutions for business unit needs.
  • Implement business practices and processes to improve operational efficiency and compliance.
  • Develop, communicate, and train the department on business practices and processes.
  • Resolve or recommend solutions to moderately complex problems.
  • Collaborate with stakeholders to ensure strategic alignment on initiatives and projects.
  • Review operational procedures and methods; map current business processes and recommend improvements.
  • Consult with users to identify, analyze, refine, and document business requirements.
  • Perform gap analysis and translate findings into business process and/or system requirements.
  • Support quality assurance reviews of operational processes and oversight.
  • Gather data to forecast and optimize staff utilization.
  • Develop and define metrics for department targets.

Requirements

  • Bachelor's degree in a relevant field.
  • Minimum of two years of relevant work experience in financial services or a related field.
  • Knowledge of functional, operational, and technical requirements of assigned projects.
  • Understanding of back-office concepts and practices in the securities industry.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to work cross-functionally and maintain attention to detail.
  • Experience in business analytics and process improvement.

Nice-to-haves

  • Experience in the financial services industry is a definite asset.

Benefits

  • Eligible for discretionary bonus.
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