Raymond James Financial, Inc

Senior Business Analyst, Technology

Raymond James Financial, Inc$85K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in technical business analysis or similar role.
  • Experience in the financial services industry is preferred.
  • Strong understanding of Software Development Lifecycle (SDLC) methodologies including Agile, Waterfall, and Hybrid.
  • Proficiency in data analysis, data mapping and querying relational databases (like Oracle, MS SQL Server).
  • Ability to draft clear documentation and communicate effectively with technical and non-technical teams.

Responsibilities

  • Create detailed functional and non-functional business requirements.
  • Gather and analyze information from various sources to make recommendations.
  • Support application development teams by documenting business processes.
  • Translate technical concepts for business partners and vice versa.
  • Lead project estimates and implementation plans as needed.
  • Collaborate with team members to develop project schedules and documentation.
  • Work with User Experience resources to create requirement prototypes.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability benefits.
  • Retirement savings plan.
  • Paid time off including vacation, holidays, and sick leave.
  • Parental leave.
Full Job Description
Job Description Summary
Note: This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the St. Petersburg, FL Corporate Office location.

This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description

As part of the Cash Management development team, the Senior Business Analyst will partner with the business to facilitate and implement technology solutions. They will be responsible for writing system requirements that will ensure the technology solution will meet the needs of the business. This team is responsible for application development, maintenance, and support for the following business areas: Account Management, Capital Access, and specific applications within the Cash Management umbrella. 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 make judgements and recommendations based on the analysis and interpretation of data.

Responsibilities:
  • 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.) 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 leading 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.
  • Validates test cases to ensure that scripts will evaluate the business function being performed.
  • Performs other duties and responsibilities as assigned.


Skills/Previous Experience:
  • More than five (5) years of relevant technical business analysis or technical analysis experience is highly preferred.
  • Financial Services experience is highly preferred.


Knowledge, Skills, and Abilities:

Knowledge of:
  • 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.
  • Software testing methodologies.
  • Project planning and tracking.


Skill in:
  • Experience in working with IT and business stakeholders at various levels is required.
  • Experience with gathering business requirements is required.
  • Experience with data analysis/data mapping and the ability to query relational databases (Oracle, MS SQL Server) is required.
  • Clear and concise written and verbal communication as well as ability to create/maintain effective presentations and technical documentation.
  • Solid analytical and problem-solving skills with attention to detail. Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall).
  • Experience with Mainframe / HP NonStop / SIS Back Office is preferred.
  • Experience with reporting and data visualization tools (e.g., SSRS, Tableau) is preferred.
  • Fluent in Microsoft Office Suite - Access, Excel, PowerPoint, Visio, Word.


Ability to:
  • Assume ownership and responsibility, act as a key liaison between application development and business operations.
  • Understand in-depth details of business processes and rules. Document and communicate them effectively to various technical and non-technical partners.
  • 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 strong knowledge in position-related areas; remain 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.
  • Work in a team environment to facilitate collaboration.
  • May occasionally work a non-standard shift including nights and/or weekends.


Licenses/Certifications:
  • None required.


Education
Bachelor's: Business Administration, Bachelor's: Computer and Information Science, High School (HS) (Required)

Work Experience
General Experience - 3 to 6 years

Certifications

Travel
Less than 25%

Workstyle
Hybrid

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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