Lead Business Analyst/ Data Analyst – Wealth mgmt
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Business analysis, data analysis, project management. – Required
- Understanding or skilled in SQL, at an intermediate level.
- Financial Services experience required
- Minimum of 3yrs in Wealth Management domain experience needed
- Bachelor’s: Computer Systems Analysis (Required)
Responsibilities
- Plan and coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the project level.
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
- Document the most complex ‘as is’ and ‘to be’ processes and describe the changes required to migrate to the ‘to be’ capability to record accurately the change required.
- Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
- Interpret the business need and identify solution recommendations to business problems at a business unit level. Lead the improvement efforts to be made that are within span of control at this level.
- Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases.
- Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team.
- Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
- Gathers and interprets information from multiple sources (including databases, interviews, etc.);
- Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis.
- Provides support for application development teams including documenting business processes.
- Build strong working relationships with teams, stakeholders, and senior management.
- Incorporate needs, wants, and goals from different business unit perspectives into project specifications.
- Translates technical concepts to a business audience and business information to a technical audience.
- Attend to detail while maintaining a big-picture orientation.
- Solve complex problems and model the business and financial impact of proposed scenarios.
- Participates in developing estimates, project schedules and implementation plans for technical solutions.
Preferred Qualifications
- Product Management experience is preferred.
- Vendor management and project management is desirable.