Lead Business Analyst, Operations Technology

Job Description Summary

Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days are 3 days per week (including a Monday or Friday), in our 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 the Securities Processing development team, the Lead 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: Corporate Actions, Trade Clearance and Settlement, ID Confirms, DTCC Integration, Treasury Clearing, Income and Reorg Processing. 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 eight (8) years of relevant technical business analysis or technical analysis experience is highly preferred.
• Financial Services experience is highly preferred.

Knowledge, Skills, and Abilities:

Knowledge of:

• Knowledge of Corporate Actions, Trade Clearance and Settlement, and Income Processing is strongly desired.
• Requirements gathering, risk management, issue tracking, and change management; a specialization in requirements gathering for functional and operational enhancements to applications
• Extensive hands-on experience testing IT applications is required, in addition to knowledge of general software testing methodologies.
• 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.

• Project planning and tracking.

Skill in:

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

Ability to:

• Assume ownership and responsibility, act as a key liaison between application development and business operations.
• Understand in-depth details of business processes and rules. Document and communicate them effectively to various technical and non-technical partners.
• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints, and probable consequences.
• Demonstrate a strong knowledge in position-related areas; remain current with developments and trends in areas of expertise.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Make internal and external clients and their needs a primary focus; develop and sustain productive client relationships.
• Work in a team environment to facilitate collaboration.
• May occasionally work a non-standard shift including nights and/or weekends.

Licenses/Certifications:

• None required.

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.

About Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

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Working at Raymond James

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.