Data Insights Analyst

3 weeks ago

St Petersburg, United States Raymond James Financial Incorporated Full time
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.

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 of

• 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 presentation

• 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.

Skill in

• Critical thinking, problem solving, and creativity.

• Written and oral communication, including the ability to communicate complex issues to nontechnical persons.

• Presentation capabilities.

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

Education/Previous Experience

• 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

• none

Raymond James Guiding Behaviors

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 outcome

• 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

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