Job Description Summary
Raymond James is seeking an experienced Lead Data Analyst to join our Enterprise Data Analytics team. This role is responsible for delivering complex data analysis, reporting, and analytical solutions that support critical business, operational, risk, compliance, and regulatory initiatives across the firm.
In this highly collaborative role, you will partner with business stakeholders, technology teams, and enterprise data teams to translate complex business requirements into accurate, scalable, and actionable data solutions.
The ideal candidate will bring advanced SQL expertise, strong analytical and problem-solving skills, and experience working with large enterprise datasets across multiple systems. You will lead complex analytical initiatives, provide technical guidance to other analysts, and contribute to data modernization efforts, process automation, and the adoption of emerging AI technologies.
Job Description
Responsibilities:
Enterprise Data Analysis & Reporting
- Lead complex data analysis and reporting initiatives supporting business, operational, risk, compliance, and regulatory needs.
- Collaborate with stakeholders to gather requirements, define scope, and translate business needs into technical data solutions.
- Perform data extraction, transformation, reconciliation, and validation across multiple enterprise data sources.
- Analyze large and complex datasets to identify trends, investigate discrepancies, and deliver actionable insights.
- Independently manage multiple high-priority analytical requests while ensuring timely and accurate delivery.
Advanced SQL & Data Solutions
- Develop, optimize, and maintain complex SQL queries for data extraction, analysis, reconciliation, and reporting.
- Work with enterprise databases, data warehouses, cloud platforms, and legacy systems.
- Apply advanced SQL techniques, including joins, CTEs, window functions, aggregations, and performance tuning.
- Collaborate with enterprise data teams to understand data structures, business rules, data lineage, and source-to-target mappings.
- Support enterprise data modernization, cloud adoption, and data integration initiatives.
Data Quality & Validation
- Develop and execute data validation and reconciliation processes to ensure data accuracy, completeness, and consistency.
- Investigate data anomalies, perform root cause analysis, and recommend corrective actions.
- Establish reusable analytical methodologies, validation frameworks, and reporting standards.
- Ensure appropriate handling of confidential and sensitive data in accordance with enterprise security and governance requirements.
Technical Leadership & Continuous Improvement
- Serve as a technical subject matter expert in SQL development, data analysis, and troubleshooting.
- Provide technical guidance, review analytical solutions, and mentor other analysts.
- Partner with cross-functional teams to resolve complex data challenges.
- Identify opportunities to improve efficiency through automation, reusable analytical solutions, and process standardization.
- Explore and leverage approved AI-powered tools to support data analysis, SQL development, testing, documentation, and automation.
Required Experience
- Bachelor's degree in Computer Science, Information Technology, Data Analytics, Information Systems, Finance, or a related field, or equivalent practical experience.
- 8–10 years of relevant experience in data analytics, business intelligence, enterprise data management, or related disciplines.
- Advanced hands-on SQL experience, including complex query development, optimization, and troubleshooting.
- Experience analyzing, reconciling, and validating large datasets across multiple systems.
- Experience with enterprise relational databases, data warehouses, or cloud-based analytics platforms.
- Strong analytical, problem-solving, and root cause analysis skills.
- Experience gathering business requirements and translating them into analytical solutions.
- Strong communication, stakeholder management, and technical documentation skills.
- Demonstrated ability to lead complex analytical initiatives and provide technical guidance to other analysts.
Preferred Experience Includes
- Experience in financial services, wealth management, brokerage, capital markets, risk management, or compliance.
- Knowledge of financial datasets, including customer accounts, securities transactions, positions, holdings, and balances.
- Experience with AWS technologies such as Amazon Redshift, S3, Athena, and Glue.
- Experience with ETL/ELT processes, data pipelines, data integration, and data modernization.
- Working knowledge of Python and pandas for data analysis, validation, scripting, and automation.
- Experience with Qlik Sense, Tableau, Power BI, or similar business intelligence platforms.
- Familiarity with data governance, data lineage, source-to-target mapping, and data quality frameworks.
- Experience supporting regulatory reporting, investigations, legal discovery, or audit-related data requests.
- Experience with AI-powered productivity tools such as Microsoft Copilot, ChatGPT, Claude, or similar approved technologies.
- Experience developing automated reporting, reusable queries, and analytical validation processes.
Education
Bachelor’s - Completed (Required)
Work Experience
General Experience - 6 to 10 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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.
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