Technical Business Analyst jobs at Space Coast Credit Union

As part of our Raymond James Bank Technology team, the Senior Technical Business Analyst will act as a partner with the Bank business group and IT Partners to facilitate and implement technology solutions. This role will support a multiyear project to build a Raymond James Bank Data Lake house on AWS Cloud. This individual will be responsible for writing business process and system requirements that will ensure the technology solution will meet the needs of the business. Requires a high-level understanding of systems, industry and end-user requirements. This is a primary role that helps to collaborate between business and application developers on a complex system, handle data research and analysis requests from business on issues and work with IT Partners to help drive and get them to successful conclusions. Requires very good understanding of systems and their interactions, financial services industry and end-user requirements. **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. + Participates 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 apply principles in risk management, issue tracking and change management. + Performs other duties and responsibilities as assigned. **Skills/Previous Experience:** + Three (3) to five (5) years of experience or a combination of education, training and experience is required. + More than five (5) years of experience as a Technical Business Analyst would be preferred. + Financial Services and/or enterprise level experience is highly preferred. + Willing to learn new technologies is highly preferred. **Knowledge, Skills, and Abilities:** Knowledge of: + Advanced knowledge issue tracking, change management and requirements gathering. + Solid understanding of SDLC and work through various phases of it with Peers and IT Partners. + Knowledge in Waterfall, Agile and Hybrid software development methodologies. + Knowledge of data models and ability to run SQL queries in SQL Server / Oracle databases when needed to research / troubleshoot issue. + Important to have an understanding of Data Governance and Data Lineage concepts. Skill in: + Good steward of gathering and maintaining application documentations in Wiki environment. + Experience with gathering business requirements from ground up and writing BRDs is required. + Experience with SQL scripting, RDBMS queries, and pulling data out of various systems. + Experience writing scripts for data manipulation. + Experience in working with various stake holders of IT and Business Operations at senior level is required. + Experience with analyzing data in a complicated multi-layered application in heterogeneous environment. + Experience with supporting enterprise level, complex applications is preferred. + Experience and background in working with financial accounting systems would be preferred. Ability to: + Ability to assume ownership and responsibility act as a key liaison between application development and business operations is required. + Ability to 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. + Effective Communication: 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. + Demonstrate a strong 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. + Work in a team environment or project room to facilitate collaboration. + Ability to provide system support including after hour incident handling when necessary (rotation within the support team). **Licenses/Certifications:** + None required.

As part of our Raymond James Trust System Engineering and Support Team, the Senior Technical Business Analyst will act as a partner with the Trust business group and IT Partners to facilitate and implement technology solutions. This role will support multiple in-house and vendor-based RJ Trust applications, along with IT project support. This individual will be responsible for writing business process and system requirements that will ensure the technology solution will meet the needs of the business. Requires a high-level understanding of systems, industry and end-user requirements. This is a primary role that helps to collaborate between business and application developers on a complex system, handle data research and analysis requests from business on issues and work with IT Partners to help drive and get them to successful conclusions. Requires very good understanding of systems and their interactions, financial services industry and end-user requirements. Is able to 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. + 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. + Supports the business by handling configuration and workflow management for financial and document management systems. + 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. + Collaborates with the vendor handing over business use cases, designing technical solutions and assessing implementation options. + Understands and applies principles in risk management, issue tracking and change management. + Performs other duties and responsibilities as assigned. **Skills/Previous Experience:** + More than five (5) years of experience as a Technical Business Analyst would be preferred. + Financial Services experience is highly preferred. Experience with supporting enterprise level, complex applications is preferred. + Experience and background in working with financial accounting systems would be preferred. + Experience with Hyland OnBase software (Workflow, WorkView) preferred. + Experience with gathering business requirements from ground up is required. + Advanced knowledge issue tracking, change management and requirements gathering. + Solid understanding of SDLC and working through various phases of it with Peers and IT Partners. + Knowledge of Waterfall, Agile and Hybrid software development methodologies. + Reporting knowledge from user perspective, such as creating and running reports in SSRS and Tableau. + Experience with SQL scripting, RDBMS queries, pulling data out of various systems, writing BRD's, etc... is required. Experience writing scripts for data manipulation. + Experience in working with various stakeholders of IT and Business Operations at senior level is required. + Experience with analyzing data in a complicated multi-layered application in heterogeneous environment. + Experience in working with vendor-based application software implementation and support is a plus. + Ability to query a database using SQL and create reports in SSRS/Tableau is a plus. + Ability to assume ownership and responsibility, act as a key liaison between application development and business operations is required. + Ability to understand in-depth details of business processes rules. Document and communicate them effectively to various technical and non-technical partners. + Effective Communication: 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. + Demonstrate a strong knowledge in position-related areas; remains current with developments and trends in areas of expertise. + Work in a team environment or project room to facilitate collaboration. + Ability to provide system support including after hour incident handling when necessary (rotation within the support team). **Licenses/Certifications:** + None required.

Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month in the St. Petersburg, FL Corporate Office. This role is not eligible for Work Visa sponsorship, either currently or in the future. Job Description As part of our Raymond James Trust System Engineering and Support Team, the Senior Technical Business Analyst will act as a partner with the Trust business group and IT Partners to facilitate and implement technology solutions. This role will support multiple in-house and vendor-based RJ Trust applications, along with IT project support. This individual will be responsible for writing business process and system requirements that will ensure the technology solution will meet the needs of the business. Requires a high-level understanding of systems, industry and end-user requirements. This is a primary role that helps to collaborate between business and application developers on a complex system, handle data research and analysis requests from business on issues and work with IT Partners to help drive and get them to successful conclusions. Requires very good understanding of systems and their interactions, financial services industry and end-user requirements. Is able to 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. 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. Supports the business by handling configuration and workflow management for financial and document management systems. 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. Collaborates with the vendor handing over business use cases, designing technical solutions and assessing implementation options. Understands and applies principles in risk management, issue tracking and change management. Performs other duties and responsibilities as assigned. Skills/Previous Experience: More than five (5) years of experience as a Technical Business Analyst would be preferred. Financial Services experience is highly preferred. Experience with supporting enterprise level, complex applications is preferred. Experience and background in working with financial accounting systems would be preferred. Experience with Hyland OnBase software (Workflow, WorkView) preferred. Experience with gathering business requirements from ground up is required. Advanced knowledge issue tracking, change management and requirements gathering. Solid understanding of SDLC and working through various phases of it with Peers and IT Partners. Knowledge of Waterfall, Agile and Hybrid software development methodologies. Reporting knowledge from user perspective, such as creating and running reports in SSRS and Tableau. Experience with SQL scripting, RDBMS queries, pulling data out of various systems, writing BRD's, etc... is required. Experience writing scripts for data manipulation. Experience in working with various stakeholders of IT and Business Operations at senior level is required. Experience with analyzing data in a complicated multi-layered application in heterogeneous environment. Experience in working with vendor-based application software implementation and support is a plus. Ability to query a database using SQL and create reports in SSRS/Tableau is a plus. Ability to assume ownership and responsibility, act as a key liaison between application development and business operations is required. Ability to understand in-depth details of business processes rules. Document and communicate them effectively to various technical and non-technical partners. Effective Communication: 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. Demonstrate a strong knowledge in position-related areas; remains current with developments and trends in areas of expertise. Work in a team environment or project room to facilitate collaboration. Ability to provide system support including after hour incident handling when necessary (rotation within the support team). Licenses/Certifications: None required. Education Bachelor's: Accounting, 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 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-NM1

Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month in the St. Petersburg, FL Corporate Office. Job Description As part of the IT Institutional application 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: Affordable Housing Investment (AHI). 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 experience as a Technical Business Analyst would be preferred or a combination of education, training and experience. Financial Services experience is 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. Skill in: Experience in working with IT and business stakeholders at various levels is required. Experience in gathering business requirements is required. Experience in designing and creating mock user interfaces and design. Ability to run SQL queries in SQL Server / Oracle databases when needed to research / troubleshoot issue. Solid analytical and problem-solving skills with attention to detail. Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall). Fluent in Microsoft Office Suite - Access, Excel, PowerPoint, Visio, Word. Clear and concise written and verbal communication as well as ability to create/maintain effective presentations and technical documentation. Ability to: Assume ownership and responsibility, act as a key liaison between application development and business operations. Understand in-depth details of business processes, rules. Document and communicate them effectively to various technical and non-technical partners. 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; 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. May occasionally work a non-standard shift including nights and/or weekends. Work in a team environment to facilitate collaboration. 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 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-NM1

**Essential Duties and Responsibilities** + Collaborates with leadership to identify, define, and solve a variety of business problems and support various initiatives. + Leads the design, completion and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and departments. + Performs data gathering, organization and analysis using SQL-based queries + Develops statistical models and methodologies to quantify or forecast performance metrics. + Ensures high data quality, accuracy and reliability in assigned projects and deliverables + Utilizes Tableau or other data visualization tools to build reports and performance dashboards + Utilizes effective project management and time tracking skills to ensure the on-time completion of deliverables and adherence to SOW allocated hours + Prepares management reports and uses strong presentation skills and storytelling techniques to communicate findings to stakeholders. + Works collaboratively and autonomously to complete projects and assignments **Knowledge of** + Advanced knowledge and demonstrated experience of statistical models and methods. + Advanced knowledge of large relational databases, and SQL programming. + Working knowledge of data modeling methods and software + Working knowledge and familiarity with data mining and visualization tools. **Skill in** + Applied utilization of Excel, SQL, Tableau Prep and Desktop, PowerPoint, and statistical analysis packages such as R and Python. + Simplifying and presenting time series and cross-sectional data. + Reading, analyzing, and interpreting common technical journals and financial reports. + Understanding of basic mathematical operations including frequency distribution, analysis of variance, correlation techniques, sampling theory and factor analysis. + Defining project scope of services, analytical requirements, deliverables and timelines + Representing work and presenting findings to key stakeholders **Ability to** + Effectively articulate project updates and status to team members and stakeholders + Ensure alignment with stakeholders on project priorities + Work independently and collaboratively in a team environment. + Respond to ad hoc inquiries from stakeholders with a high level of service + Define problems, collect data, establish facts, and draw conclusions. + Interpret a variety of technical instructions. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Communicate effectively, both orally and in writing with internal customers and IT professionals. + Provide a high level of customer service. + Establish and maintain effective working relationships with others. **Licenses/Certifications** + None Required. **Travel Required:** + No

Work Visa: Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future. Make an impact with data! Join our growing team of Marketing Insights analysts who leverage data using a sophisticated marketing technology stack to help drive the performance of the business units we support. Under supervision from senior leaders on our team, you will have the opportunity to define business priorities, mine targeted opportunities, stage efficient campaigns, create performance dashboards, support modeling and machine learning initiatives, and measure meaningful outcomes. For this role, we are seeking an adaptable and driven candidate who is looking to take their analytical career to the next level. The ideal candidate can evaluate and manage multiple projects and priorities, evaluate business needs, utilize technical skills to manipulate data, engineer robust solutions, and successfully communicate outcomes. Building on your high aptitude and history of data-driven success, you will be well positioned to advance your career goals and the capabilities of our team. Job Description Essential Duties and Responsibilities Collaborates with leadership to identify, define, and solve a variety of business problems and support various initiatives. Leads the design, completion and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and departments. Performs data gathering, organization and analysis using SQL-based queries Develops statistical models and methodologies to quantify or forecast performance metrics. Ensures high data quality, accuracy and reliability in assigned projects and deliverables Utilizes Tableau or other data visualization tools to build reports and performance dashboards Utilizes effective project management and time tracking skills to ensure the on-time completion of deliverables and adherence to SOW allocated hours Prepares management reports and uses strong presentation skills and storytelling techniques to communicate findings to stakeholders. Works collaboratively and autonomously to complete projects and assignments Knowledge of Advanced knowledge and demonstrated experience of statistical models and methods. Advanced knowledge of large relational databases, and SQL programming. Working knowledge of data modeling methods and software Working knowledge and familiarity with data mining and visualization tools. Skill in Applied utilization of Excel, SQL, Tableau Prep and Desktop, PowerPoint, and statistical analysis packages such as R and Python. Simplifying and presenting time series and cross-sectional data. Reading, analyzing, and interpreting common technical journals and financial reports. Understanding of basic mathematical operations including frequency distribution, analysis of variance, correlation techniques, sampling theory and factor analysis. Defining project scope of services, analytical requirements, deliverables and timelines Representing work and presenting findings to key stakeholders Ability to Effectively articulate project updates and status to team members and stakeholders Ensure alignment with stakeholders on project priorities Work independently and collaboratively in a team environment. Respond to ad hoc inquiries from stakeholders with a high level of service Define problems, collect data, establish facts, and draw conclusions. Interpret a variety of technical instructions. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Communicate effectively, both orally and in writing with internal customers and IT professionals. Provide a high level of customer service. Establish and maintain effective working relationships with others. Licenses/Certifications None Required. Travel Required: No Education Bachelor's: Applied Mathematics, Bachelor's: Computer Systems Analysis, Bachelor's: Economics Work Experience Certifications Travel Less than 25% Workstyle Hybrid 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with CAT and CAIS, to support our compliance operations and ensure accurate trade and account data submissions. A fully remote option may be considered for candidates with demonstrated expertise in CAT and CAIS reporting. Typically, this position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following corporate home office locations: Memphis, TN or Southfield, MI. The Regulatory Operations Analyst ( CAT/CAIS Reporting Analyst ) plays a key role in supporting the firm's compliance with non-financial regulatory reporting requirements. Leveraging advanced knowledge and experience, this role is responsible for monitoring the possession and control of client assets, preparing and validating regulatory reports, and ensuring adherence to applicable industry rules and firm policies. This position collaborates closely with management to identify and mitigate financial, reputational, and regulatory risks. The analyst also contributes to the interpretation and implementation of new or evolving regulatory requirements, offering insights and recommending process improvements. Regular interaction with internal stakeholders, including compliance teams and internal auditors, is essential to investigate and resolve observations and ensure the integrity of reporting practices. Licenses/Certifications: SIE required (prior to start), provided that an exemption or grandfathering cannot be applied. Series 99 required, or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination. Responsibilities: Responsible for the production, validation and submission of non-financial regulatory reports (e.g., Consolidated Audit Trail (CAT) Electronic Blue Sheets (EBS), Large Options Position Report (LOPR), etc.) Collaborates with other business units (Brokerage Operations, Trading, Compliance, IT, and Legal) Assists and provides input in the interpretation of new/changing securities rules, regulations, policies or laws; updates processes for compliance to rules and regulations as well as departmental procedures Compiles operational information for internal and external auditors (e.g. FINRA, SEC) with limited oversight Plans and executes remediation efforts for any identified issues with minimal guidance/support from Supervisor/Manager; assists the Manager or Senior Analyst in formalizing milestones needed in order to implement corrective action plans for any identified issues Assists Manager or Senior Analyst in the design, planning, and execution of testing strategies; under direct supervision, may lead the testing efforts of other analysts; communicate any issues to management that require immediate attention in a clear and concise manor; draft recommendations to mitigate risk Participates on projects Performs other duties and responsibilities as assigned Knowledge of: Non-Financial Regulatory reporting requirements Financial market impacts Regulatory terminology, concepts, and guidance Back Office brokerage operations processes and procedures Trading life cycle (Orders, Executions, Allocations) FINRA, SEC and Exchange trading rules, regulations and laws Skill in: Creating procedures and business process workflow documentation Evaluating processes/systems and identifying risks and controls; Recommending appropriate actions/revisions to resolve gaps or mitigate risk Microsoft Office (Excel, Access, PowerPoint) and other software applications Written and Verbal Communication Operating standard office equipment Ability to: Proactively engage, collaborate and influence business partners in the adoption of identified opportunities to create or enhance a process Support efforts in the evaluation or implementation of an existing or new process Interpret financial/brokerage rules, regulations and security laws; ensure all industry rules, regulations, and the practice follows security laws that apply to a process Manage multiple tasks with potential interruptions and changing priorities Quickly understands complex subject matters Demonstrate critical thinking in a constantly changing environment Education High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications OS - Operations Professional - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Remote 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1

**_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with **CAT** and **CAIS** , to support our compliance operations and ensure accurate trade and account data submissions. **_A fully remote option may be considered for candidates with demonstrated expertise in CAT and CAIS reporting._** Typically, this position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following corporate home office locations: Memphis, TN or Southfield, MI. The Regulatory Operations Analyst ( _CAT/CAIS Reporting Analyst_ ) plays a key role in supporting the firm's compliance with non-financial regulatory reporting requirements. Leveraging advanced knowledge and experience, this role is responsible for monitoring the possession and control of client assets, preparing and validating regulatory reports, and ensuring adherence to applicable industry rules and firm policies. This position collaborates closely with management to identify and mitigate financial, reputational, and regulatory risks. The analyst also contributes to the interpretation and implementation of new or evolving regulatory requirements, offering insights and recommending process improvements. Regular interaction with internal stakeholders, including compliance teams and internal auditors, is essential to investigate and resolve observations and ensure the integrity of reporting practices. **Licenses/Certifications:** + **SIE required** (prior to start), provided that an exemption or grandfathering cannot be applied. + **Series 99 required,** or **ability to obtain within 120 days** (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination. **Responsibilities** : + Responsible for the production, validation and submission of non-financial regulatory reports (e.g., Consolidated Audit Trail (CAT) Electronic Blue Sheets (EBS), Large Options Position Report (LOPR), etc.) + Collaborates with other business units (Brokerage Operations, Trading, Compliance, IT, and Legal) + Assists and provides input in the interpretation of new/changing securities rules, regulations, policies or laws; updates processes for compliance to rules and regulations as well as departmental procedures + Compiles operational information for internal and external auditors (e.g. FINRA, SEC) with limited oversight + Plans and executes remediation efforts for any identified issues with minimal guidance/support from Supervisor/Manager; assists the Manager or Senior Analyst in formalizing milestones needed in order to implement corrective action plans for any identified issues + Assists Manager or Senior Analyst in the design, planning, and execution of testing strategies; under direct supervision, may lead the testing efforts of other analysts; communicate any issues to management that require immediate attention in a clear and concise manor; draft recommendations to mitigate risk + Participates on projects + Performs other duties and responsibilities as assigned **Knowledge of** : + Non-Financial Regulatory reporting requirements + Financial market impacts + Regulatory terminology, concepts, and guidance + Back Office brokerage operations processes and procedures + Trading life cycle (Orders, Executions, Allocations) + FINRA, SEC and Exchange trading rules, regulations and laws **Skill in:** + Creating procedures and business process workflow documentation + Evaluating processes/systems and identifying risks and controls; + Recommending appropriate actions/revisions to resolve gaps or mitigate risk + Microsoft Office (Excel, Access, PowerPoint) and other software applications + Written and Verbal Communication + Operating standard office equipment **Ability to:** + Proactively engage, collaborate and influence business partners in the adoption of identified opportunities to create or enhance a process + Support efforts in the evaluation or implementation of an existing or new process + Interpret financial/brokerage rules, regulations and security laws; ensure all industry rules, regulations, and the practice follows security laws that apply to a process + Manage multiple tasks with potential interruptions and changing priorities + Quickly understands complex subject matters + Demonstrate critical thinking in a constantly changing environment

**Essential Duties and Responsibilities:** + Support the RJFS Divisional Management teams to deliver value-added business consulting services to new and existing branch managers and advisors. + Host Home Office Visits for prospective financial advisors and conduct live presentations to highlight the service offerings of Independent Business Consulting. + Proactively manage pipeline of committed advisory teams and work with Business Development Consultants and Transitions team to support business startup activities for newly affiliated independent business owners. + Provide consultation on flow of funds, payout arrangements, overrides, expense sharing between partners, and miscellaneous RJFS business expenses. + Consult with financial advisor's tax professionals + Manage existing third-party vendor relationships that provide services to RJFS independent business owners. + Identify and create new business solutions for independent business owners. + Works with existing branch managers to evaluate branch structure and strategic plan, including future growth as needed to promote overall efficiency and profitability while maintaining a commitment to excellent service. + Conducts ad hoc financial analysis projects and prepares reports as needed. + Serves as a technical resource for RJFS Branches related to compensation reporting. + Maintains industry knowledge of evolving regulatory changes that impact the business. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities:** + Fundamental concepts of financial markets and products. + Fundamental concepts of finance and accounting. + Fundamental concepts, practices and procedures of auditing and risk assessment. **Skill In:** + Strong interpersonal skills for interfacing with branch and regional personnel. + Project management and decision-making skills. + Enthusiastic, self-motivated, and effective under pressure. + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Proven ability to manage time and deliver against deadlines. + Strong mentorship skills **Educational/Previous Experience Requirements:** + Bachelor's Degree from four-year college or university with a minimum of five (5) years' experience in a consultant role. + MBA preferred + ~or~ + An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** + Series 7 license preferred

Under minimal supervision, uses knowledge and skills obtained through education, experience, training and/or certification to lead business consulting engagements with independent business owners. Uses extensive knowledge and skills obtained through education, experience or certification to provide various consultative services. Typical consulting assignments will include new entity formation activities, business growth initiatives, and independent contractor compensation planning with new and existing branch owners affiliated with RJFS. Will assist financial advisors during transition to the firm, acting as a liaison between the home office and branch office. Maintain contact with internal and external customers to identify, research and resolve problems. Acts in a professional consultative capacity to help meet client and business goals. Job Description Essential Duties and Responsibilities: Support the RJFS Divisional Management teams to deliver value-added business consulting services to new and existing branch managers and advisors. Host Home Office Visits for prospective financial advisors and conduct live presentations to highlight the service offerings of Independent Business Consulting. Proactively manage pipeline of committed advisory teams and work with Business Development Consultants and Transitions team to support business startup activities for newly affiliated independent business owners. Provide consultation on flow of funds, payout arrangements, overrides, expense sharing between partners, and miscellaneous RJFS business expenses. Consult with financial advisor's tax professionals Manage existing third-party vendor relationships that provide services to RJFS independent business owners. Identify and create new business solutions for independent business owners. Works with existing branch managers to evaluate branch structure and strategic plan, including future growth as needed to promote overall efficiency and profitability while maintaining a commitment to excellent service. Conducts ad hoc financial analysis projects and prepares reports as needed. Serves as a technical resource for RJFS Branches related to compensation reporting. Maintains industry knowledge of evolving regulatory changes that impact the business. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: Fundamental concepts of financial markets and products. Fundamental concepts of finance and accounting. Fundamental concepts, practices and procedures of auditing and risk assessment. Skill In: Strong interpersonal skills for interfacing with branch and regional personnel. Project management and decision-making skills. Enthusiastic, self-motivated, and effective under pressure. Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Proven ability to manage time and deliver against deadlines. Strong mentorship skills Educational/Previous Experience Requirements: Bachelor's Degree from four-year college or university with a minimum of five (5) years' experience in a consultant role. MBA preferred ~or~ An equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications: Series 7 license preferred Education Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance Work Experience General Experience - 10 to 15 years Certifications Travel Less than 25% Workstyle Hybrid 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JM1

**_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week (10-12 days a month ) at the following office location: Corporate Office, St. Petersburg, FL or Denver, CO._** **_Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future._** You'll work hands-on with Oracle Financial Services Analytical Applications (OFSAA) and Financial Services Data Foundation (FSDF), diving deep into data analysis, mapping, and lineage tracing. If you're passionate about transforming complex data into actionable insights and building scalable solutions, this is your opportunity to make an impact. **What You'll Do** + Act as a trusted advisor to business teams, translating requirements into technology solutions. + Develop detailed functional and non-functional business requirements for financial and regulatory reporting. + Perform data analysis and profiling to ensure quality, completeness, and consistency. + Map key data attributes from source systems to OFSAA FSDF standard models. + Write SQL queries to extract, validate, and analyze data across multiple databases. + Collaborate with cross-functional teams to design data flows, document processes, and support application development. + Contribute to project planning, estimates, and implementation strategies. + Work with UX/Design teams to visualize requirements through prototypes. + Lead small to medium-sized projects and mentor team members. **What You Bring** + Bachelor's degree in information systems, Computer Science, Business Analytics, or related field. + 7+ years as a Technology Business Analyst, Systems Analyst, or Data Analyst. + Strong background in financial services (highly preferred). + Expertise in gathering and documenting requirements using BRDs, use cases, flowcharts, and wireframes. + Hands-on experience with data analysis, profiling, and mapping in complex environments. + Proficiency in SQL and data profiling tools. + Familiarity with OFSAA and FSDF data models (preferred). + Solid understanding of relational databases, data models, and ETL processes. **Why Join Us?** + Work on high-impact projects that shape financial technology strategy. + Collaborate with senior stakeholders and cross-functional teams. + Gain exposure to cutting-edge Oracle solutions and regulatory data frameworks. + Enjoy a culture that values innovation, continuous learning, and flexibility.

**_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._** **_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** **Responsibilities:** + Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is required and Wealth Management domain is preferred. + Experience with Agile methodology, SQL, JSON and other high level tech knowledge is required. + Lead cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities. + Engage Stakeholders: Lead collaboration across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization. + Lead junior resources in team project based work + Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development. + Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development. + Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users. + Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions. + Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments. + Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements. + Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm. + Works with User Experience / Design resources to help visualize requirements into prototype. + Understands and applies principles in risk management, issue tracking and change management. + Actively engages in available training and education programs - including firm strategic priorities, professional development and staying current on procedures. + Proactively participates in firm initiatives directed by local management. + Performs other duties and responsibilities as assigned. **Skills:** + General knowledge of SDLC, IT methodologies, and IT Procedures. + Issue Tracking, Change Management, Requirements gathering. + Agile processes. + Gathering and interpreting information from multiple sources (including databases, interviews, etc.). + Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD). + Writing intermediate to advanced SQL queries is a plus. + TFS experience is a plus. + Postman is a plus. + MS Office products. **Ability:** + 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.

This Lead Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with Technology Teams on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems. This position will play a pivotal role in providing analysis, including data analysis, support from ideation to implementation of new technology solutions and processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will drive project initiatives by engaging various stakeholders and leading the business and functional requirements gathering, analysis and documentation. This will include workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL. Job Description This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Responsibilities: Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is required and Wealth Management domain is preferred. Experience with Agile methodology, SQL, JSON and other high level tech knowledge is required. Lead cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities. Engage Stakeholders: Lead collaboration across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization. Lead junior resources in team project based work Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development. Build User Stories: Translate requirements into detailed user stories in order to build and validate business scenarios or use-cases around a product and communicate them effectively to Development and SQM teams to ensure an in-line solution development. Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users. Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions. Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. Synthesizes client/prospect account data to develop customized portfolios/asset allocation proposals in order to aid testing in lower development environments. Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements. Lead and influence cross-functional teams: Identifies and implements practice management opportunities by interfacing with various departments across the firm. Works with User Experience / Design resources to help visualize requirements into prototype. Understands and applies principles in risk management, issue tracking and change management. Actively engages in available training and education programs - including firm strategic priorities, professional development and staying current on procedures. Proactively participates in firm initiatives directed by local management. Performs other duties and responsibilities as assigned. Skills: General knowledge of SDLC, IT methodologies, and IT Procedures. Issue Tracking, Change Management, Requirements gathering. Agile processes. Gathering and interpreting information from multiple sources (including databases, interviews, etc.). Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD). Writing intermediate to advanced SQL queries is a plus. TFS experience is a plus. Postman is a plus. MS Office products. Ability: 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 Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Computer and Information Science, High School (HS) (Required) Work Experience General Experience - 6 to 10 years Certifications Travel Workstyle Hybrid 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Drive Innovation in Financial Technology and Regulatory Reporting We're looking for a strategic business analyst who thrives at the intersection of data, technology, and compliance. In this role, you'll partner with business leaders and technology teams to design solutions that ensure accurate financial and regulatory reporting-while shaping the future of data-driven decision-making. Job Description This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week (10-12 days a month ) at the following office location: Corporate Office, St. Petersburg, FL or Denver, CO. Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future. You'll work hands-on with Oracle Financial Services Analytical Applications (OFSAA) and Financial Services Data Foundation (FSDF), diving deep into data analysis, mapping, and lineage tracing. If you're passionate about transforming complex data into actionable insights and building scalable solutions, this is your opportunity to make an impact. What You'll Do Act as a trusted advisor to business teams, translating requirements into technology solutions. Develop detailed functional and non-functional business requirements for financial and regulatory reporting. Perform data analysis and profiling to ensure quality, completeness, and consistency. Map key data attributes from source systems to OFSAA FSDF standard models. Write SQL queries to extract, validate, and analyze data across multiple databases. Collaborate with cross-functional teams to design data flows, document processes, and support application development. Contribute to project planning, estimates, and implementation strategies. Work with UX/Design teams to visualize requirements through prototypes. Lead small to medium-sized projects and mentor team members. What You Bring Bachelor's degree in information systems, Computer Science, Business Analytics, or related field. 7+ years as a Technology Business Analyst, Systems Analyst, or Data Analyst. Strong background in financial services (highly preferred). Expertise in gathering and documenting requirements using BRDs, use cases, flowcharts, and wireframes. Hands-on experience with data analysis, profiling, and mapping in complex environments. Proficiency in SQL and data profiling tools. Familiarity with OFSAA and FSDF data models (preferred). Solid understanding of relational databases, data models, and ETL processes. Why Join Us? Work on high-impact projects that shape financial technology strategy. Collaborate with senior stakeholders and cross-functional teams. Gain exposure to cutting-edge Oracle solutions and regulatory data frameworks. Enjoy a culture that values innovation, continuous learning, and flexibility. 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 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-NM1

As part of the IT Wealth Management Product team, the Senior Business/Data Analyst will partner with Product Managers and Business to facilitate and implement technology solutions. They will be responsible for writing data requirements that will ensure the technology solution will meet the needs of the business. 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 coordinate with other Raymond James departments, and make judgements and recommendations based on the analysis and interpretation of data. **Key Responsibilities:** + Creates detailed business requirements for functional requirements with focus on financial and organizational data. + Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations. + Review of existing legacy data sources and mapping to target data structures. + Translate technical concepts to business audience and business information to a technical audience. + 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:** + Three (3) to five (5) years of experience as a Technical Business/Data Analyst would be preferred or a combination of education, training and experience. + Experience working on legacy data analysis & migration projects is strongly preferred. + Broad Financial Services experience is strongly preferred. + Wealth Management background is required. **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. + Different Data Models (Relational, Graph, etc...). Skill in: + Experience in working with IT and business stakeholders at various levels is required. + Experience in gathering business requirements with focus on data is required. + Solid analytical and problem-solving skills with attention to detail. Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall). + Data Mapping & Transformation: Experience in analyzing source and target systems to define data mapping, transformations, and validation rules. + SQL & Database Querying: Strong proficiency in SQL to extract, validate, and reconcile data across systems. + Data Quality & Cleansing: Experience in identifying data quality issues and working with stakeholders to resolve them before migration. + ETL Tools Knowledge: Familiarity with ETL (Extract, Transform, Load) tools like Informatica, Talend, SSIS, or Azure Data Factory is preferred. + Understanding of AWS Data Lake architecture, with hands-on experience in leveraging services such as Amazon S3, Redshift, and Spark to support scalable data ingestion, storage, and analytics workflows is preferred. + System Analysis & Data Migration Readiness: Skilled in reverse-engineering both legacy and modern systems to understand data structures, relationships, and dependencies-ensuring accurate data mapping and seamless migration is preferred. + Familiarity with real-time data streaming and processing using Kafka on AWS is preferred. + Experience with reporting and data visualization tools (e.g., SSRS, Tableau) is preferred. + Experience in Python for Data Processing & Automation and PHP for Legacy System Integration is preferred. + Fluent in Microsoft Office Suite - Access, Excel, PowerPoint, Visio, Word. Ability to: + Assume ownership and responsibility, act as a key liaison between Product Management, application development and business operations. + Demonstrates deep expertise in financial products and data ecosystems; maintains up-to-date knowledge of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management domains. Applies this knowledge to effectively analyze, interpret, and map complex data structures to support strategic product initiatives. + Develop and use collaborative relationships to facilitate the accomplishment of work goals. + Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships. + Work in a team environment to facilitate collaboration. **Licenses/Certifications:** + None required.

Note: This position will follow our hybrid work model, we expect the selected candidate to be in the office 2-3 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 IT Wealth Management Product team, the Senior Business/Data Analyst will partner with Product Managers and Business to facilitate and implement technology solutions. They will be responsible for writing data requirements that will ensure the technology solution will meet the needs of the business. 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 coordinate with other Raymond James departments, and make judgements and recommendations based on the analysis and interpretation of data. Key Responsibilities: Creates detailed business requirements for functional requirements with focus on financial and organizational data. Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations. Review of existing legacy data sources and mapping to target data structures. Translate technical concepts to business audience and business information to a technical audience. 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: Three (3) to five (5) years of experience as a Technical Business/Data Analyst would be preferred or a combination of education, training and experience. Experience working on legacy data analysis & migration projects is strongly preferred. Broad Financial Services experience is strongly preferred. Wealth Management background is required. 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. Different Data Models (Relational, Graph, etc…). Skill in: Experience in working with IT and business stakeholders at various levels is required. Experience in gathering business requirements with focus on data is required. Solid analytical and problem-solving skills with attention to detail. Detailed understanding of Software Development Lifecycle (SDLC) methodologies (e.g., Agile/Scrum, Waterfall). Data Mapping & Transformation: Experience in analyzing source and target systems to define data mapping, transformations, and validation rules. SQL & Database Querying: Strong proficiency in SQL to extract, validate, and reconcile data across systems. Data Quality & Cleansing: Experience in identifying data quality issues and working with stakeholders to resolve them before migration. ETL Tools Knowledge: Familiarity with ETL (Extract, Transform, Load) tools like Informatica, Talend, SSIS, or Azure Data Factory is preferred. Understanding of AWS Data Lake architecture, with hands-on experience in leveraging services such as Amazon S3, Redshift, and Spark to support scalable data ingestion, storage, and analytics workflows is preferred. System Analysis & Data Migration Readiness: Skilled in reverse-engineering both legacy and modern systems to understand data structures, relationships, and dependencies-ensuring accurate data mapping and seamless migration is preferred. Familiarity with real-time data streaming and processing using Kafka on AWS is preferred. Experience with reporting and data visualization tools (e.g., SSRS, Tableau) is preferred. Experience in Python for Data Processing & Automation and PHP for Legacy System Integration is preferred. Fluent in Microsoft Office Suite - Access, Excel, PowerPoint, Visio, Word. Ability to: Assume ownership and responsibility, act as a key liaison between Product Management, application development and business operations. Demonstrates deep expertise in financial products and data ecosystems; maintains up-to-date knowledge of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management domains. Applies this knowledge to effectively analyze, interpret, and map complex data structures to support strategic product initiatives. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships. Work in a team environment to facilitate collaboration. 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 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 - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-NM1

**Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.** This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI. **About the Role** We're looking for a strategic thinker and data-driven problem solver to join our Risk Management team. In this role, you'll lead risk initiatives, analyze trends, and deliver insights that shape decision-making across the Operations division. You'll collaborate with cross-functional teams, support audits and regulatory exams, and help drive a culture of risk awareness and compliance. **What You'll Do** + Lead Risk Initiatives: Own and execute risk assessments, control reviews, and remediation efforts across Operations. + Analyzing & Report: Identify trends, monitor key metrics, and deliver impactful reports to leadership and regulatory bodies. + Collaborate & Communicate: Act as a key liaison for risk-related matters, building strong relationships across departments. + Support Compliance: Partner with auditors and process owners to evaluate controls and implement risk-based solutions. + Drive Change: Influence senior leaders, support change initiatives, and contribute to continuous improvement in risk practices. **What You Bring** + Strong analytical skills with experience interpreting complex data sets. + Excellent communication and presentation abilities. + Proven success managing risk projects and working independently. + Deep understanding of risk frameworks (COSO, Basel II) and regulatory environments. + Advanced proficiency in Microsoft Excel and Office Suite. **Why You'll Love It Here** + High-impact role with visibility across the organization. + Opportunity to shape risk strategy and influence decision-making. + Collaborative, fast-paced environment with room to grow. **Added Bonus** + FINRA SIE and Series 99 - _Preferred, but not required._

**Essential Duties and Responsibilities** + Supports insurance activities for assigned area of responsibility in accordance with internal standards, relevant government statutes and regulations. + Collaborates with colleagues, other groups within the firm, and insurance brokers to ensure delivery + of required insurance documents. + Develops and maintains an understanding of business areas, its products, and general functions. + Assists with the monitoring of claims. + Supports colleagues with gathering the data collection and analysis associated with insurance + programs. + Contributes to the evaluations of quarterly reporting and annual renewals. + Performs other duties and responsibilities as assigned. **Knowledge of** + Standard Office skills. · Fundamental concepts of insurance policy renewals and claims handling. + Insurance industry and terminology. · Fundamental concepts of financial markets and products. + Financial markets and products. + Fundamental subject matter expertise associated with the area of responsibility. **Skill in** + Working understanding of insurance. + Works well individually, and in teams, shares information, and supports colleagues. + Strong verbal and written communication and interpersonal skills. + Proven ability to build strong relationships, learn quickly, and be flexible. + Ability to be able to multi task, complete tasks on time, and be able to adapt to changing priorities. + Enthusiastic, self-motivated, effective under pressure. + Setting up and processing claims. **Ability to** + Attend to detail while maintaining a big picture orientation. + Gather information and apply findings to assignments. + Organize, manage and track multiple detailed tasks and assignments with frequently changing + priorities in a fast-paced work environment. + Work independently, demonstrating initiative and problem solving skills. + Provide a high level of customer service. + Establish and maintain effective working relationships.

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Senior Financial Analyst plays a critical role in supporting the Finance team and business leaders to achieve strategic objectives and drive profitable growth. This position is deeply involved in Asset Liability Management (ALM) analytics and balance sheet strategy, with a focus on analyzing performance down to the product level and understanding key financial drivers and risks under various economic scenarios. The analyst partners closely with leadership to develop and refine strategies for hedging and funding, aiming to optimize risk-adjusted returns. A strong foundation in financial modeling is essential, as the role is responsible for maintaining and enhancing multiple models, including those for ALM, profitability, planning, and CECL. In addition to technical expertise, the Senior Financial Analyst is expected to proactively identify opportunities for financial improvement and offer strategic recommendations that support long-term business goals. This includes delivering insightful, analysis to senior management and cross-functional teams and contributing to key business initiatives through ad-hoc reporting and scenario planning. Essential Responsibilities: Perform ALM and capital stress testing on business plan evaluating financial risks (IRR, Credit, Liquidity etc.) against established policy guidelines and risk appetite Develop and test “what if” scenarios to optimize performance Perform financial analysis, on profitability (member, product and channel), review performance, provide insights and opportunities to management Collaborates with leaders in Finance and Credit Risk to update model assumptions Provide insights and recommendations on the value of the membership across various member segments Utilizes expertise in accounting and financial concepts, including activity-based costing, funds transfer pricing and in the programming and utilization of the measurement process Manages modeling tool inputs, evaluates and updates methodology; maintains detailed documentation of model assumptions and changes Develops and delivers regular ALM performance reporting including KPI for ALCO, senior management and board committees Analyze new product/service proposals to support product development and assess financial viability and performance. Ensures accuracy of model inputs Performs model back tests and coordinates model validation with third parties Develop financial assumptions, analyses and recommendations Performs monthly updates to current year and 12 month budget and liquidity forecasts Partner with business units to develop projections and forecasts. Assembles the ALCO meeting packet, documents meeting discussion Perform ad-hoc analysis to support critical financial and operational decisions KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: Bachelor's Degree Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years Specific Experience Required: Other Training, Technical Skills, or Knowledge Required: Proficiency in financial modeling, advanced analytics Proficiency in MS Office (especially Excel) Profitability analysis Other Measurable Abilities Required: Strong financial modeling experience Excellent verbal and communication skills Curious, analytical thinker Strong problem-solving skills Ability to work both independently and as a member of a collaborative team Effective project management abilities Technical leadership Excellent attention to detail Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in Florida is $84,960 to $127,440 per year and in California is $96,000 to $144,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. #li-hybrid