Data Insights Analyst - Sr. Advisor

Job Description Summary

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

Travel

Workstyle

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.