Raymond James Financial, Inc

Data Insights Analyst - Sr. Advisor

Raymond James Financial, Inc • $75K — $90K *
US-AnywhereRemote in Colorado, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Data Analytics or related field with three years of professional experience, or equivalent experience, education, or certifications.
  • Strong analytical and problem-solving skills with experience in data analysis.
  • Proficiency in SQL and experience with AWS Redshift or similar platforms.
  • Experience using data visualization tools like Qlik Sense, Tableau, or Power BI.
  • Strong Microsoft Excel skills and ability to create professional presentations.

Responsibilities

  • Conduct alert testing and calibration, including ATL/BTL analysis to improve alert thresholds.
  • Collaborate with Supervision SMEs to develop analyses based on alert objectives and business rules.
  • Identify necessary data to answer business questions and procure from relevant stakeholders.
  • Utilize SQL to extract and analyze data from approved sources.
  • Investigate Supervision data for trends and anomalies to provide actionable insights.
  • Translate analytical findings into presentations for SMEs and stakeholders, recommending changes as needed.
  • Evaluate and ensure data quality during analysis, recommending improvements if required.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and critical illness coverage.
  • Accident insurance and disability benefits.
  • Retirement savings plan with company contributions.
  • Paid time off including vacation, holidays, and sick leave.
Full Job Description
Job Description Summary
Candidates residing in the St. Petersburg/Tampa area are expected to follow a hybrid work schedule, with a minimum of three days per week in the office.

Join the Supervision Data, Metrics & Reporting team and help us use data to better understand risk, identify opportunities for improvement, and support informed business decisions.
Our team works across Supervision and Technology to bring together data, analytics, metrics, reporting, and visualization. We are looking for someone who enjoys getting into the data, asking questions, investigating what is driving the results, and turning that analysis into insights that others can understand and act on.
A key focus of this role will be Supervision's alert testing and calibration program, including Above-the-Line and Below-the-Line (ATL/BTL) analysis. You will work directly with Supervision subject matter experts (SMEs) to understand how alerts work, test thresholds and criteria, analyze the results, and present findings and potential recommendations. You will also have opportunities to apply your analytical, data, and problem-solving skills to new projects as the team's priorities evolve.
This role provides an opportunity to deepen your experience in data analytics, supervisory risk, data quality, visualization, and AI-assisted analysis while applying your SQL skills to real business problems where the answer is not always obvious from the data.

Job Description

Essential Duties and Responsibilities
  • Conduct alert testing and calibration, including ATL/BTL analysis, to evaluate existing alert thresholds and criteria and identify potential opportunities for improvement.
  • Work directly with Supervision SMEs to understand alert objectives, business rules, supervisory considerations, and historical outcomes and use that knowledge to develop thoughtful analyses.
  • Determine the data needed to answer business and testing questions and work with SMEs, data owners, and technology partners to obtain the appropriate data.
  • Use SQL to extract, prepare, combine, and analyze data from approved data sources, including AWS Redshift and other data environments.
  • Dig into Supervision data to identify trends, anomalies, concentrations, and other meaningful insights and investigate what may be driving the results.
  • Turn analytical results into clear findings and present them to SMEs and other stakeholders, including potential recommendations for threshold, criteria, or other changes when supported by the analysis.
  • Evaluate data quality as part of the analytical process, investigate potential inconsistencies or gaps, assess how they may affect the results, and recommend improvements when appropriate.
  • Use approved AI-assisted and other analytical tools, where appropriate, to support data exploration and analysis, identify patterns, and develop insights while appropriately validating results.
  • Develop reports, presentations, and visualizations that help tell the story behind the data and clearly communicate what the analysis is showing and why it matters, including through Qlik Sense and other visualization tools.
  • Apply analytical, data, and problem-solving skills to new projects and business questions as the team's priorities and capabilities continue to evolve.
  • Other job-related duties may be assigned as required.


What Will Help You Succeed

We are looking for someone who is intellectually curious and willing to dig beyond the initial result. You should be comfortable asking questions, challenging assumptions when the data supports it, and recognizing when additional information is needed before reaching a conclusion.

Success in this role also requires the ability to balance technical analysis with business understanding. You do not need to arrive as an expert in every tool or area of Supervision, but you should be interested in learning the business, developing new analytical capabilities, and explaining complex findings in a way that is useful to others.

Knowledge, Skills, and Abilities
  • Strong analytical and problem-solving skills with experience using data to answer business questions and identify meaningful trends, patterns, and anomalies.
  • Experience using SQL to query, join, aggregate, prepare, and analyze data. Experience with AWS Redshift or a similar data platform is preferred.
  • Experience working with data from multiple sources and translating analytical results into clear business insights.
  • Strong Microsoft Excel skills and experience developing clear and professional PowerPoint presentations.
  • Experience with Qlik Sense, Tableau, Power BI, or similar data visualization tools is preferred. Candidates with strong analytical skills and an interest in developing Qlik Sense capabilities will also be considered.
  • Experience using Python, Pandas, Jupyter notebooks, or similar tools for data analysis and exploration is a plus.
  • Experience using AI-assisted tools to support data analysis, exploration, and development of insights is preferred.
  • Knowledge of financial services, wealth management, supervision, compliance, risk management, or related areas is preferred but not required.
  • Ability to work effectively with SMEs, data owners, and technology partners; communicate analytical findings to technical and non-technical audiences; manage multiple priorities; and adapt as new projects and business needs emerge.


Educational/Previous Experience Requirements:
  • Bachelor's Degree in Data Analytics or related field [Business Analytics, Computer Science, Mathematics, Statistics, Finance] and three (3) years of professional experience.

or
  • Any equivalent combination of experience, education, certifications and/or training.


Licenses/Certifications:
  • Licenses/certifications demonstrating the candidate's knowledge/expertise in data analytics and/or business intelligence software preferred.


Education

Work Experience

Certifications

Salary Range
$75,000.00-$90,000.00

Travel
Less than 25%

Workstyle
Remote

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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