What are the responsibilities and job description for the Data Insights Analyst - Sr. Advisor position at Raymond James Financial Inc?
Job Description Summary
Candidates residing in the St. Petersburg/Tampa area are expected to follow a hybrid work schedule, with a minimum of three days per week in the office.
Join the Supervision Data, Metrics & Reporting team and help us use data to better understand risk, identify opportunities for improvement, and support informed business decisions.
Our team works across Supervision and Technology to bring together data, analytics, metrics, reporting, and visualization. We are looking for someone who enjoys getting into the data, asking questions, investigating what is driving the results, and turning that analysis into insights that others can understand and act on.
A key focus of this role will be Supervision's alert testing and calibration program, including Above-the-Line and Below-the-Line (ATL/BTL) analysis. You will work directly with Supervision subject matter experts (SMEs) to understand how alerts work, test thresholds and criteria, analyze the results, and present findings and potential recommendations. You will also have opportunities to apply your analytical, data, and problem-solving skills to new projects as the team's priorities evolve.
This role provides an opportunity to deepen your experience in data analytics, supervisory risk, data quality, visualization, and AI-assisted analysis while applying your SQL skills to real business problems where the answer is not always obvious from the data.
Job Description
Essential Duties and Responsibilities
What Will Help You Succeed
We are looking for someone who is intellectually curious and willing to dig beyond the initial result. You should be comfortable asking questions, challenging assumptions when the data supports it, and recognizing when additional information is needed before reaching a conclusion.
Success in this role also requires the ability to balance technical analysis with business understanding. You do not need to arrive as an expert in every tool or area of Supervision, but you should be interested in learning the business, developing new analytical capabilities, and explaining complex findings in a way that is useful to others.
Knowledge, Skills, and Abilities
Educational/Previous Experience Requirements:
or
Licenses/Certifications:
Education
Work Experience
Certifications
Salary Range
$75,000.00-$85,000.00
Travel
Less than 25%
Workstyle
Remote
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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-AF1
Candidates residing in the St. Petersburg/Tampa area are expected to follow a hybrid work schedule, with a minimum of three days per week in the office.
Join the Supervision Data, Metrics & Reporting team and help us use data to better understand risk, identify opportunities for improvement, and support informed business decisions.
Our team works across Supervision and Technology to bring together data, analytics, metrics, reporting, and visualization. We are looking for someone who enjoys getting into the data, asking questions, investigating what is driving the results, and turning that analysis into insights that others can understand and act on.
A key focus of this role will be Supervision's alert testing and calibration program, including Above-the-Line and Below-the-Line (ATL/BTL) analysis. You will work directly with Supervision subject matter experts (SMEs) to understand how alerts work, test thresholds and criteria, analyze the results, and present findings and potential recommendations. You will also have opportunities to apply your analytical, data, and problem-solving skills to new projects as the team's priorities evolve.
This role provides an opportunity to deepen your experience in data analytics, supervisory risk, data quality, visualization, and AI-assisted analysis while applying your SQL skills to real business problems where the answer is not always obvious from the data.
Job Description
Essential Duties and Responsibilities
- Conduct alert testing and calibration, including ATL/BTL analysis, to evaluate existing alert thresholds and criteria and identify potential opportunities for improvement.
- Work directly with Supervision SMEs to understand alert objectives, business rules, supervisory considerations, and historical outcomes and use that knowledge to develop thoughtful analyses.
- Determine the data needed to answer business and testing questions and work with SMEs, data owners, and technology partners to obtain the appropriate data.
- Use SQL to extract, prepare, combine, and analyze data from approved data sources, including AWS Redshift and other data environments.
- Dig into Supervision data to identify trends, anomalies, concentrations, and other meaningful insights and investigate what may be driving the results.
- Turn analytical results into clear findings and present them to SMEs and other stakeholders, including potential recommendations for threshold, criteria, or other changes when supported by the analysis.
- Evaluate data quality as part of the analytical process, investigate potential inconsistencies or gaps, assess how they may affect the results, and recommend improvements when appropriate.
- Use approved AI-assisted and other analytical tools, where appropriate, to support data exploration and analysis, identify patterns, and develop insights while appropriately validating results.
- Develop reports, presentations, and visualizations that help tell the story behind the data and clearly communicate what the analysis is showing and why it matters, including through Qlik Sense and other visualization tools.
- Apply analytical, data, and problem-solving skills to new projects and business questions as the team's priorities and capabilities continue to evolve.
- Other job-related duties may be assigned as required.
What Will Help You Succeed
We are looking for someone who is intellectually curious and willing to dig beyond the initial result. You should be comfortable asking questions, challenging assumptions when the data supports it, and recognizing when additional information is needed before reaching a conclusion.
Success in this role also requires the ability to balance technical analysis with business understanding. You do not need to arrive as an expert in every tool or area of Supervision, but you should be interested in learning the business, developing new analytical capabilities, and explaining complex findings in a way that is useful to others.
Knowledge, Skills, and Abilities
- Strong analytical and problem-solving skills with experience using data to answer business questions and identify meaningful trends, patterns, and anomalies.
- Experience using SQL to query, join, aggregate, prepare, and analyze data. Experience with AWS Redshift or a similar data platform is preferred.
- Experience working with data from multiple sources and translating analytical results into clear business insights.
- Strong Microsoft Excel skills and experience developing clear and professional PowerPoint presentations.
- Experience with Qlik Sense, Tableau, Power BI, or similar data visualization tools is preferred. Candidates with strong analytical skills and an interest in developing Qlik Sense capabilities will also be considered.
- Experience using Python, Pandas, Jupyter notebooks, or similar tools for data analysis and exploration is a plus.
- Experience using AI-assisted tools to support data analysis, exploration, and development of insights is preferred.
- Knowledge of financial services, wealth management, supervision, compliance, risk management, or related areas is preferred but not required.
- Ability to work effectively with SMEs, data owners, and technology partners; communicate analytical findings to technical and non-technical audiences; manage multiple priorities; and adapt as new projects and business needs emerge.
Educational/Previous Experience Requirements:
- Bachelor's Degree in Data Analytics or related field [Business Analytics, Computer Science, Mathematics, Statistics, Finance] and three (3) years of professional experience.
or
- Any equivalent combination of experience, education, certifications and/or training.
Licenses/Certifications:
- Licenses/certifications demonstrating the candidate's knowledge/expertise in data analytics and/or business intelligence software preferred.
Education
Work Experience
Certifications
Salary Range
$75,000.00-$85,000.00
Travel
Less than 25%
Workstyle
Remote
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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-AF1
Salary : $75,000 - $85,000