Job Information
Raymond James Financial, Inc. Business Analyst, Equity Research in St. Petersburg, Florida
Description
Job Summary
Under direction of the Director of Equity Research, with a high level of autonomy, the Business Analyst works closely with senior management to support strategic and operational department objectives. Tracks, measures, analyzes and presents key performance indicators (KPIs). Supports the business by translating data into information that can be used to drive useful insights, competitive intelligence and improved business decisions. Under general direction, exercises latitude and judgment to achieve desired outcomes on a variety of tasks.
Essential Duties and Responsibilities
Develop an understanding of business objectives and use data to create reports that support these objectives.
Acquires data from primary or secondary data sources and maintains databases, spreadsheets and data systems.
Compiles, interprets and analyzes results, sometimes using statistical techniques.
Develop and iterate on department presentations that highlight strategy and business performance.
Partners with other departments, senior management, and/or external parties to leverage business opportunities and to address any conflicts or issues.
Provides reports to senior management.
Support resource and technology initiatives
Provides comprehensive solutions to complex problems or needs.
Locates and defines new process improvement opportunities.
Maintains the confidentiality of company and client information.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Financial markets and products
How Capital markets and brokerage businesses work
Data models, data mining and segmentation techniques
Applicable compliance standards, policies and procedures
Intermediate to advanced skills in Microsoft Excel required
Experience using software packages for analyzing large datasets and Python coding a plus
Intermediate PowerPoint skills required
Skill in
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Attention to detail in all areas of work products
Analytical and data-driven abilities
Communicating effectively, both orally and in writing
Problem solving skills and the ability to think independently
Qualitative and quantitative analysis skills that provide capability to make recommendations and reach conclusions
Operating standard office equipment and using required software applications to produce spreadsheets, presentations, reports, and electronic communication
Developing processes and procedures for efficient and timely work flow
Ability to
Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions
Communicate effectively, both orally and in writing
Clearly convey information and ideas through a variety of media to individuals or groups
Adapt to changing conditions
Prioritize workload in order to meet strict deadlines
Work independently as well as collaboratively within a team environment
Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains 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 of actions; develop and sustain productive client relationships
Educational/Previous Experience Requirements
Education/Previous Experience
Bachelor’s Degree (B.A. or B.S.) in Finance, Accounting or Business and one (1) or two (2) years of experience in the financial industry.
OR
Any equivalent combination of education, experience and/or training as approved by Human Resources.
Licenses/Certifications
- None required.
Job: Investment Banking
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization Equity Research
Schedule Full-time
Job Shift Day Job
Travel Yes, 10 % of the Time
Req ID: 2402209
Raymond James Financial, Inc.
- Raymond James Financial, Inc. Jobs