Sr Technical ETL Data Analyst, Wealth Mgmt Technology

Raymond James - Tampa, FL

Full-time - Mid Level

Hybrid - Tampa, FL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sr Technical ETL Data Analyst in Wealth Management Technology at Raymond James Financial plays a crucial role in developing data integration solutions for a critical data platform. This position involves extensive collaboration with various application development teams and shared services, focusing on delivering high-quality requirements and designs for data domains. The analyst will contribute to the company's goal of establishing a leading Wealth Management Platform, ensuring effective communication between technical and business stakeholders.

Responsibilities

• Create detailed business requirements for functional and non-functional capabilities.
• Gather and interpret information from multiple sources, including databases and interviews.
• Resolve complex analytical challenges and make recommendations based on analysis.
• Support application development teams by documenting business processes.
• Build strong working relationships with teams, stakeholders, and senior management.
• Incorporate diverse business unit perspectives into project specifications.
• Translate technical concepts to a business audience and vice versa.
• Attend to detail while maintaining a big-picture orientation.
• Solve complex problems and model the business and financial impact of proposed scenarios.
• Participate in developing estimates, project schedules, and implementation plans for technical solutions.
• Interpret and apply policies and recommend changes as necessary.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor's degree in Computer Science, MIS, or related field.
• Three years of relevant experience in data analysis, business analysis, or project management.
• Financial services experience required, with a minimum of three years in the Wealth Management domain.
• Intermediate SQL skills.

Nice-to-haves

• Experience with Business Intelligence tools such as Tableau, ThoughtSpot, or Qlik.
• Product Management experience.
• Vendor management and project management skills.

Benefits

• Hybrid work environment (2-3 days/week in office).
• Full-time schedule with day job shifts.