Sr Business Analyst, Wealth Management Technology

Full Time
Saint Petersburg, FL 33716
Posted
Job description

This Senior Business Analyst, Technology will act as a partner with the Wealth Management Technology business unit to facilitate and support technology solutions. Responsible for writing system requirements that will ensure the technology solution will meet the needs of the business, is the primary on the most complex or escalated issues and may provide direction and guidance to team members. Requires a high-level understanding of systems, industry, and end-user requirements. Can make judgements and recommendations based on the analysis and interpretation of data. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL or our Denver, CO site (Denver Tech Center).

Essential Duties and Responsibilities:

  • Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
  • Validates test cases to ensure that scripts will evaluate the business function being performed.
  • Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations.
  • Provides support for application development teams including documenting business processes.
  • Translates technical concepts to business audience and business information to a technical audience.
  • May take a lead role in developing estimates and implementation plans for technical solutions.
  • 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.
  • Performs other duties and responsibilities as assigned.

Qualifications


Knowledge, Skills, and Abilities:

Knowledge of:

  • General knowledge of SDLC, IT methodologies, and IT Procedures.
  • Issue tracking, change management, requirements gathering.
  • Agile processes.

Skill in:

  • Gathering and interpreting information from multiple sources (including databases, interviews, etc.).
  • Writing business requirement document (BRD) and functional requirement document (FRD).
  • Writing intermediate to advanced SQL queries is a plus.
  • Data Visualization tools such as Tableau is a plus.
  • TFS/Git version/source control is a plus.
  • Postman is a plus.
  • MS Office products.

Ability to:

  • Adaptable and capable of working in fast-paced environment.
  • Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue.
  • Ability to translate technical concepts to business audience and business information to a technical audience.
  • Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
  • Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
  • Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
  • Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals.
  • Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
  • Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.
  • Work in a team environment or project room to facilitate collaboration.

Education/Previous Experience:

  • Minimum of a Bachelor’s degree in Computer Science, MIS, Business or related degree and three (3) to five (5) years of relevant experience or a combination of education, training and experience.
  • Financial Services experience is required.
  • Wealth Management knowledge is strongly preferred.

Licenses/Certifications:

  • None required.

Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Technology
Primary Location US-FL-St. Petersburg-Saint Petersburg
Other Locations US-FL-St. Petersburg-Saint Petersburg, US-CO-Denver-Denver
Organization Technology
Schedule Full-time
Shift Day Job
Travel No

Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location) $90,000 - $120,000
Eligible for Discretionary Bonus Yes
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