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Raymond James · 16 hours ago

Senior Analyst, Transformation & Strategy

Saint Petersburg, Florida - United States

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Raymond James is a financial services firm that is seeking a Senior Analyst in Transformation & Strategy. The role involves leading risk management projects, collaborating with business unit leaders, and driving business transformation initiatives to create value and improve risk management practices across the organization.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Lead and manage risk management projects through planning, execution, and completion, ensuring alignment with organizational objectives and timelines

Collaborate with business unit leaders and subject matter experts to define project requirements, identify risks, and develop effective mitigation strategies

Assist in preparing executive-level reports and presentations, translating complex risk insights into actionable recommendations for senior management and board audiences

Conduct ongoing analysis of risk trends through business monitoring, risk assessments, and data-driven evaluations, supporting continuous improvement in risk management practices

Partners with other groups within Risk Management to ensure delivery of a cohesive product

Develops and maintains an in-depth understanding of business areas, their products, and supporting functions

Monitor regulatory changes and market events, proactively assessing their impact on ongoing projects and risk priorities

Support the development and maintenance of comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements

Build and maintain strong relationships with internal stakeholders, facilitating effective communication and collaboration across teams

Assist in identifying and evaluating key controls, remediation activities, and risk management issues, ensuring thorough documentation and follow-up

Contribute to a culture of engagement, adaptability, and continuous learning within the risk management team

Perform other duties as assigned, demonstrating initiative and a commitment to professional growth

Qualification

Risk managementData analysisProject managementFinancial markets knowledgeBusiness planningExecutive reportingExcel proficiencyPowerPoint proficiencyData visualization toolsCustomer serviceCommunication skillsInterpersonal skillsAdaptabilityInitiativeTeam collaborationAttention to detailCritical thinking

Required

Bachelor's Degree and a minimum of three (3) years' experience in a related field

Any equivalent combination of education, training or experience approved by Human Resources

Fundamental concepts, practices and procedures of risk management and risk assessment

Fundamental concepts of financial markets and products

Fundamental subject expertise associated with the area of responsibility

Business planning, analysis, and reporting

Managing risk management projects through all phases, including proposal, planning, execution, and completion, while ensuring alignment with organizational goals and timelines

Collaborating effectively with business unit leaders and subject matter experts to define requirements, identify risks, and develop mitigation strategies

Preparing clear, concise, and impactful executive-level reports and presentations that translate complex risk data into actionable insights for senior management and board audiences

Analyzing risk trends using business monitoring, risk assessments, and data-driven evaluations to support continuous improvement in risk management practices

Building and maintaining strong relationships with internal stakeholders to facilitate effective communication and collaboration across teams

Organizing and maintaining comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements

Adapting to changing priorities and managing multiple tasks in a fast-paced environment, consistently meeting deadlines and project objectives

Demonstrating initiative, enthusiasm, and a commitment to professional growth and continuous learning

Excellent verbal and written communication and interpersonal skills with the ability to present complex and sensitive issues to senior management and influence change

Intermediate to advanced knowledge of Excel, PowerPoint, and data visualization tools (Tableau, Qlik etc.)

Interpersonal skills, adaptability, and ability to manage multiple priorities

Attend to detail while maintaining a big picture orientation

Gather information, identify linkages and trends, and apply findings to assignments

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

Meet tight deadlines within budgeted hours

Read, interpret, and apply information from business periodicals and professional journals

Work independently, demonstrating initiative and critical thinking skills

Provide a high level of customer service

Establish and maintain effective working relationships at all levels of the organization

Communicate effectively, both orally and in writing, with all organizational levels