Sr. Data Analyst

Job Description

Job Summary:

At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a dynamic Senior Data Analyst with a fresh perspective and a passion for tackling intricate business, data, and technical challenges.

In this role, you will provide digital solutions and analytical expertise, demonstrating agility and leadership to generate innovative ideas and platforms. Collaborate with talented individuals across our business lines to develop and implement cutting-edge applications, data insights, and models that support our extensive distribution network and digital marketing initiatives. Lead a hands-on approach throughout the development cycle, influencing how our sales, marketing, and management teams perceive trends and insights related to our current and potential clients.

Responsibilities:

• Develop a solid understanding of the business structure, internal and industry data sets, operational and technical design, and the strategic direction of the organization to craft solutions and pose pertinent questions.

• Define use cases, identify trends, and create data models to bolster client engagement and acquisition strategies across digital marketing and various distribution channels. Collaborate on executing data models through pilots, multiple testing methodologies, benchmarking, and continuous learning to support future data projects.

• Craft 'data stories' and convey findings to our business partners, including senior management. Effectively communicate various data research using data visualization, workflows, and storytelling techniques to make insights understandable and actionable. Develop communications and methods for delivering actionable data insights with measurable results.

• Advocate for a ‘data-driven’ culture and prioritize delivering value to the business by actively enhancing processes through collaboration with the team and business partners.

• Establish robust partnerships within the organization, consulting with business partners and subject matter experts to comprehend business needs and integrate data and analytics effectively. Apply data science capabilities to address issues, break down data silos, and connect disparate industry data sets.

• Continuous learning and education through Identifying new data science, mining and research tools, techniques, statistical analysis, and industry vendors.

Knowledge of:

• Data management and experience supporting a multi-channel investment management distribution network and marketing footprint.

• Development and design in Salesforce Financial Services & Sales Cloud, Marketing Cloud, Data Cloud, Client Experience Cloud, Tableau, and Tableau Prep.

• Familiarity with go-to-market marketing tools such as: Seismic, LinkedIn, Sitecore, On24.

• Business intelligence and data visualization, with a preference for Tableau.

• Construction of interactive views or complex dashboards.

• Proficiency in languages for data management, mining, and manipulation (e.g., SQL).

• Competence in other statistical, predictive analysis or programming languages (e.g., Python).

• Industry data sources and the ability to work with complex data sets to drive meaningful insights.

• Understanding of investment management sales, marketing, and products.

Skill in:

• Excellent analytical skills with the ability to comprehend business issues and strategy.

• Strong written and oral communication skills.  Ability to convey data stories effectively to non-technical business partners. 

• Demonstrated ability to work independently as a self-starter, driving and contributing to success.

• Outstanding problem-solving and decision-making skills.

• Strong project management skills to organize and execute data projects efficiently.

• Cooperative attitude and effective interpersonal skills.

• Proactive, curious, creative mindset to pursue business solutions and self-learning.

• Strong self-organization skills.

Ability to:

• Interact with client facing leaders and management at all levels.

• Think creatively and possess an entrepreneurial mindset.

• Work independently and collaborate with cross-functional teams.

• Thrive in a dynamic, growing environment.

• Serve as a self-starter with high energy and attention to detail.

• Identify areas of opportunity and recommend change.

Education/Experience:

• Bachelor's degree in the specific business function of assigned functional area or related field and a minimum of three (3) to five (5) years of experience in working with complex data sets, analytical projects, visualizing data, and Salesforce technologies.  Five (5) years of data science, data modeling, or Tableau certification highly preferred.  
~or~
• Any equivalent combination of experience, education and/or training approved by Human Resources.

Education

Bachelor’s: Applied Mathematics, Bachelor’s: Artificial Intelligence and Robotics, Bachelor’s: Business Administration

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. 

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