Data Driven Insights Analyst

Job Description Summary

Make in 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.

Education/Previous Experience

• Bachelors degree in Business Analytics, Finance, Computer Science, MIS, Mathematics, Statistics or related discipline required; MBA or Masters degree preferred
• A minimum of two (2) years of applied analytical experience, preferably with exposure to the Financial Services sector
• OR ~
• An equivalent combination of education, training or experience.

Licenses/Certifications

• None Required.

Travel Required: 

• No

Education

Bachelor’s: Applied Mathematics, Bachelor’s: Artificial Intelligence and Robotics, Bachelor’s: Management Information Systems

Work Experience

General Experience - 13 months to 3 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-AT1