Sr Technical Data Analyst, Wealth Management Technology in St. Petersburg, FL at honor foundations

Date Posted: 8/25/2024

Job Snapshot

Job Description

Workstyle: Hybrid - The position is based out of our headquarters in St. Petersburg, FL.


Job Summary

The Enterprise Data & Analytics Analyst works as part of the Enterprise Data Team and will be responsible for
developing Data Integration solutions in support of a critical data platform. The analyst plays a key role in the
journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive
contact with multiple application development teams and other shared services teams. The analyst will be
responsible for the deliveries of the analyst team with respect to requirements and high-level design of the data
domains. The position is based out of our headquarters in St. Petersburg, FL.


Essential Duties and Responsibilities





Job Requirements

Knowledge, Skills, and Abilities

Knowledge of:

Concepts, practices, and principles of project management.

Application development methodologies and standards.

Concepts of risk management, issue management, change management

Basic principles of banking, finance, and securities industry operations.

Financial services experience or Equities / Investment Banking knowledge is preferred.


Skill and ability in:

Business analysis, data analysis, project management. %26ndash Required

Understanding or skilled in SQL, at an intermediate level.

Business Intelligence skills, such as the creation of Tableau, ThoughtSpot or Qlik reports is preferred.

Product Management experience is preferred.

Conducting interviews with customers and subject matter experts.

Managing technology products through their lifecycle.

Motivate and influence others to achieve desired outcomes without organizational authority.

Partner with other functional areas to accomplish objectives.

Vendor management and project management is desirable


Educational/Previous Experience Requirements

Education/Previous Experience

Minimum of a Bachelor%26rsquos degree in Computer Science, MIS or related degree and three (3) years of relevant experience or combination of education, training and experience.

Financial Services experience required

Minimum of 3yrs in Wealth Management domain experience needed.


Licenses/Certifications

None required.

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