Senior Technical Business & Data Analyst

Raymond James • Saint Petersburg, FL

2d • Hybrid

About The Position

As part of the IT Wealth Management Product Management and Technology Utilization team, the Senior Technical Business & Data Analyst partners with Product Managers, business leaders, and cross-functional delivery teams to translate business objectives into clear business, functional, and data requirements. The role combines wealth management expertise with business analysis and data literacy to support technology solutions, reporting, analytics, and operational initiatives.

The analyst evaluates current-state processes and data, supports data migration and transformation efforts, and communicates findings and recommendations to business and technology stakeholders. Strong wealth management knowledge, analytical judgment, and collaboration are central to the role. Hands-on technical skills are preferred but not required; the analyst partners with technical specialists on implementation.

This 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. The role is not eligible for work visa sponsorship, either currently or in the future. Travel is less than 25%.

Requirements

• Three to five years of experience in a Business Analyst or Data Analyst role, or an equivalent combination of education, training, and experience; the posting describes this experience as preferred.
• Knowledge of business analysis, requirements gathering and validation, risk management, issue tracking, and change management.
• Knowledge of the Software Development Lifecycle (SDLC) and collaboration with peers and IT partners across delivery phases.
• Knowledge of Waterfall, Agile, and Hybrid software development methodologies.
• Knowledge of financial services and wealth management products, processes, and data, including relevant industry standards and practices.
• Ability to work with business and IT stakeholders at various levels to understand objectives and translate needs into clear, actionable requirements.
• Business and data analysis skills, including requirements documentation, interpretation, and validation of complex financial and organizational data.
• Analytical thinking and problem-solving skills, with attention to detail, quality, and sound business judgment.
• Clear written and verbal communication, including explaining complex information to business and technical audiences.
• Proficiency with Microsoft Office tools, including Excel, PowerPoint, Word, and Visio.
• Ability to use SQL and database querying to extract, validate, and reconcile data.
• Knowledge of source-to-target data mapping, transformation and validation rules, data quality assessment, and cleansing.
• Ability to analyze legacy and modern data structures, relationships, and dependencies to support migration readiness.
• Ability to take ownership and act as a key liaison between Product Management, application development, and business operations.
• Ability to apply wealth management and financial data knowledge to strategic product initiatives and maintain awareness of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management.
• Ability to develop collaborative relationships, focus on internal and external client needs, and sustain productive client relationships.
• Ability to evaluate current-state processes and data needs, identify inconsistencies, and collaborate with technical specialists to support data readiness and migration.
• Ability to work collaboratively across teams and manage multiple priorities while maintaining attention to detail and quality.
• Bachelor’s-level completed education in Accounting, Business Administration, or Computer and Information Science is listed; completed high school education is also listed as required.
• No licenses or certifications are required.

Nice To Haves

• Experience supporting legacy data analysis, data migration, or data transformation projects is strongly preferred.
• Broader financial services experience is highly desired.
• Familiarity with Microsoft Access is preferred.
• Experience with AWS data lake and analytics technologies, including Amazon S3, Redshift, and Spark; familiarity with Kafka-based streaming on AWS.
• Experience with reporting, analytics, and data visualization tools such as Qlik, SSRS, or Tableau.
• Hands-on technical skills are preferred but not required.

Responsibilities

• Lead discovery, requirements gathering, documentation, and validation; define business, functional, and data requirements for financial and organizational data, reporting, analytics, and operational use cases.
• Gather and interpret information from stakeholder interviews, data sources, and process reviews; analyze financial and operational data to identify trends, gaps, and opportunities and recommend actions.
• Support data migration and transformation by reviewing legacy and current-state data, documenting business definitions and source-to-target requirements, identifying data quality issues, and partnering with technical teams on mapping, validation, and resolution.
• Serve as a liaison between business operations, Product Management, and application development; explain technical concepts to business audiences and communicate business needs, insights, and requirements to delivery teams.
• Partner with team members on project planning, schedules, reports, documentation, and execution.
• May lead small to medium projects and provide direction to team members.
• Collaborate with User Experience and Design resources to translate requirements into prototypes.
• Apply risk management, issue tracking, and change management principles; collaborate with stakeholders to resolve issues affecting business outcomes and data readiness.
• Support testing activities and validate test cases to confirm that business functions, data requirements, and expected outcomes are evaluated.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision coverage may be available.
• Life insurance may be available.
• Critical illness insurance and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

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