Raymond James · 16 hours ago
Senior Analyst, Transformation & Strategy
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
3+ years expRaymond James is a financial services firm focused on delivering client-first solutions. They are seeking a Senior Analyst in Transformation & Strategy to lead risk management projects, collaborate with business leaders, and drive strategic change initiatives across the organization.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
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
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Data Processing
General Experience - 3 to 6 years
PMI Project Management Professional (PMP) - Project Management Institute (PMI)
Knowledge of fundamental concepts, practices and procedures of risk management and risk assessment
Knowledge of fundamental concepts of financial markets and products
Knowledge of fundamental subject expertise associated with the area of responsibility
Knowledge of business planning, analysis, and reporting
Skill in managing risk management projects through all phases, including proposal, planning, execution, and completion, while ensuring alignment with organizational goals and timelines
Skill in collaborating effectively with business unit leaders and subject matter experts to define requirements, identify risks, and develop mitigation strategies
Skill in preparing clear, concise, and impactful executive-level reports and presentations that translate complex risk data into actionable insights for senior management and board audiences
Skill in analyzing risk trends using business monitoring, risk assessments, and data-driven evaluations to support continuous improvement in risk management practices
Skill in building and maintaining strong relationships with internal stakeholders to facilitate effective communication and collaboration across teams
Skill in organizing and maintaining comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements
Skill in adapting to changing priorities and managing multiple tasks in a fast-paced environment, consistently meeting deadlines and project objectives
Skill in 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
Ability to attend to detail while maintaining a big picture orientation
Ability to gather information, identify linkages and trends, and apply findings to assignments
Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to meet tight deadlines within budgeted hours
Ability to read, interpret, and apply information from business periodicals and professional journals
Ability to work independently, demonstrating initiative and critical thinking skills
Ability to provide a high level of customer service
Ability to establish and maintain effective working relationships at all levels of the organization
Ability to communicate effectively, both orally and in writing, with all organizational levels
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase