US-FL-St. Petersburg-Saint Petersburg
Data Insights Analyst - Supervision (Hybrid)-2401100
Description
Department Overview
Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
The Supervision department partners closely with the business to proactively mitigate risk. Our department supports business units by managing activity/account reviews, product oversight, escalation/approvals and governance guided by specialized knowledge. Supervision is committed to supporting and protecting clients and the firm while preserving our culture, and adhering to our core values of client first, conservatism, independence and integrity.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
Job Summary
Drive change through the power of data analytics and insightful reporting by joining our growing team of metrics and reporting analysts whose primary objective is to harness the power of data to inform and guide strategic decisions within the Raymond James Supervision department.
The Supervision Metrics and Reporting team's mission is critical to facilitate the design, development, and routine reporting of operational and risk metrics through effective data sourcing, extraction, and analysis.
For this role, we are seeking a candidate who can evaluate business needs, use technical skills to analyze data, engage with associates across the Supervision organization and successfully communicate outcomes.
grow in our exciting and fast paced environment.
Essential Duties and Responsibilities
Design, develop and refine
reports, dashboards, and visualizations to effectively communicate key insight to stakeholders.
Dive deep into data analytics, turning complex datasets into understandable and actionable metrics (i.e., KRIs and KPIs) and reports.
Conduct in-depth insights into the data to identify trends, anomalies, and opportunities for improvement.
Prepare and contribute to regular reports using PowerPoint and MS Word for senior management, providing insights and recommendations based on data analysis.
Collaborate with the technology department on procuring data for analysis, collecting & interpreting business requirements into fully functioning dashboards and reports.
Ensuring the highest quality in our reports, meeting reporting service level agreements even under the tightest deadlines.
Play a key role in developing use cases and business requirements for reporting needs.
Participate in user acceptance testing to ensure the accuracy and integrity of our data models.
Stay abreast if industry trends and advancements in analytics and reporting technologies to continuously improve our capabilities.
Collaborate with key stakeholders to identify reporting requirements and ensure metrics align with business objectives.
Implement and maintain reporting tools and dashboards for near real time analytics and insights.
Ability to retrieve data from various technology solutions, assess that data, and develop meaningful reports.
- This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Qualifications
Knowledge, Skills, and Abilities
Knowledge and Skills
- Hands on experience in data visualization and developing intuitive dashboards, using tools such as Tableau and Qlik Sense.
- Strong knowledge of Microsoft Excel (i.e., VBA lookups, macros, charts, pivot tables and formulas) and creating professional PowerPoint presentations
Possess knowledge of SQL, Python, and/or other data and query programming languages including writing efficient queries.
Understanding of machine learning, artificial intelligence, and cloud services (Merlin, Alteryx, IBM, AWS etc)
Basic understanding of products, services and risks related to the financial services industry (specifically Wealth Management) desired but not required.
Ability to
Be intellectually curious, consistently evaluating what is the data telling me? and why does it matter?
Solve problems with analytical thinking. Ability to gather data from multiple to identify trends and make decisions accurately and quickly.
- Be self-motivated, and effective under pressure.
- Work independently and collaboratively in team environment.
- Organize, prioritize, manage, and complete multiple projects and tasks concurrently, with frequently changing priorities.
- Communicate effectively, both orally and in writing
- adapt style of communication for the audience.
- Establish and maintain effective working relationships with others exhibit strong interpersonal skills.
Educational/Previous Experience Requirements
- Bachelor's Degree in Data Analytics or related field [Business Analytics, Computer Science, Mathematics, Statistics, Finance] and a minimum of 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.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toGrow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmAt 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.
Job
Compliance
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Supervision
Schedule
Full-time
Shift
Day Job
Travel
Yes, 5 % of the TimeEligible for Discretionary BonusYes#LI-AF1