Senior Business/Data Analyst | Wealth Management Technology

Raymond James-posted 3 days ago
Full-time • Mid Level
Hybrid • Saint Petersburg, FL
5,001-10,000 employees
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As part of the IT Wealth Management Product team, the Senior Business/Data Analyst will partner with Product Managers and Business to facilitate and implement technology solutions. They will be responsible for writing data requirements that will ensure the technology solution will meet the needs of the business. The candidate will gain subject matter expertise and demonstrate the ability to integrate domain knowledge with an understanding of financial services standards and practices. They will also coordinate with other Raymond James departments, and make judgements and recommendations based on the analysis and interpretation of data.

  • Creates detailed business requirements for functional requirements with focus on financial and organizational data.
  • Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations.
  • Review of existing legacy data sources and mapping to target data structures.
  • Translate technical concepts to business audience and business information to a technical audience.
  • Partners with team members to develop project schedules, reports and documentation.
  • May be required to act as project lead on small to medium projects and/or provide direction to others on the team.
  • Works with User Experience / Design resources to help visualize requirements into prototype.
  • Understands and applies principles in risk management, issue tracking and change management.
  • Validates test cases to ensure that scripts will evaluate the business function being performed.
  • Performs other duties and responsibilities as assigned.
  • Three (3) to five (5) years of experience as a Technical Business/Data Analyst would be preferred or a combination of education, training and experience.
  • Experience working on legacy data analysis & migration projects is strongly preferred.
  • Broad Financial Services experience is strongly preferred.
  • Wealth Management background is required.
  • Requirements gathering, risk management, issue tracking, and change management.
  • Comprehensive understanding of Software Development Lifecycle (SDLC) and work through various phases of it with peers and IT partners.
  • Waterfall, Agile, and Hybrid software development methodologies.
  • Different Data Models (Relational, Graph, etc…).
  • Experience in working with IT and business stakeholders at various levels is required.
  • Experience in gathering business requirements with focus on data is required.
  • Solid analytical and problem-solving skills with attention to detail.
  • Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall).
  • Data Mapping & Transformation: Experience in analyzing source and target systems to define data mapping, transformations, and validation rules.
  • SQL & Database Querying: Strong proficiency in SQL to extract, validate, and reconcile data across systems.
  • Data Quality & Cleansing: Experience in identifying data quality issues and working with stakeholders to resolve them before migration.
  • Fluent in Microsoft Office Suite – Access, Excel, PowerPoint, Visio, Word.
  • Assume ownership and responsibility, act as a key liaison between Product Management, application development and business operations.
  • Demonstrates deep expertise in financial products and data ecosystems; maintains up-to-date knowledge of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management domains.
  • Applies this knowledge to effectively analyze, interpret, and map complex data structures to support strategic product initiatives.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals.
  • Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.
  • Work in a team environment to facilitate collaboration.
  • Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS)
  • ETL Tools Knowledge: Familiarity with ETL (Extract, Transform, Load) tools like Informatica, Talend, SSIS, or Azure Data Factory is preferred.
  • Understanding of AWS Data Lake architecture, with hands-on experience in leveraging services such as Amazon S3, Redshift, and Spark to support scalable data ingestion, storage, and analytics workflows is preferred.
  • System Analysis & Data Migration Readiness: Skilled in reverse-engineering both legacy and modern systems to understand data structures, relationships, and dependencies—ensuring accurate data mapping and seamless migration is preferred.
  • Familiarity with real-time data streaming and processing using Kafka on AWS is preferred.
  • Experience with reporting and data visualization tools (e.g., SSRS, Tableau) is preferred.
  • Experience in Python for Data Processing & Automation and PHP for Legacy System Integration is preferred.
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