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Raymond James Financial, Inc. Sr Business Analyst, Technology in Denver, Colorado


About Raymond James:

Founded in 1962, Raymond James Financial, Inc. is a Fortune 500 diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Headquartered in Florida, Raymond James Financial has approximately 8,000 financial advisors in 3,000 locations throughout the United States, Canada and overseas. With over 130 consecutive quarters of growth and Service 1st culture, Raymond James Financial aims to be the premier alternative to Wall Street.

Job Summary:

Raymond James is seeking a well-rounded Sr Business Analyst to joing our IT Wealth Management development team. This individual will be responsible for writing system requirements that will ensure the technology solution will meet the needs of the business. Leverages appropriate technical resources. Requires a high level understanding of systems, industry and end-user requirements. Demonstrates subject matter expertise and is able to integrate domain knowledge with an understanding of financial services standards and practices. Is the primary on the most complex or escalated issues and may provide direction and guidance team members. Applies specialized business knowledge and technical skills to significant deliverables and projects that involve multiple IT departments, business units and have enterprise impact. Is able to make judgements and recommendations based on the analysis and interpretation of data.

Essential Duties and Responsibilities:

  • Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.

  • Validates test cases to ensure that scripts will evaluate the business function being performed.

  • Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations.

  • Provides support for application development teams including documenting business processes.

  • Translates technical concepts to business audience and business information to a technical audience.

  • Participates in developing estimates and implementation plans for technical solutions.

  • Partners with team members to develop project schedules, reports and documentation. May be required to act as project lead on small to medium projects and/or provide direction to others on the team.

  • Works with User Experience / Design resources to help visualize requirements into prototype.

  • Understands and applies principles in risk management, issue tracking and change management.

  • Performs other duties and responsibilities as assigned.


Experience and Skills:

  • Minimum of a Bachelor’s degree in Computer Science, MIS or related degree and five (5) years of relevant experience or combination of education, training and experience.

  • May occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.

  • May work in a team environment or project room to facilitate collaboration.


  • This role requires subject matter expertise of wealth management (investment management, and brokerage) and key platforms to define requirements, and provide definitions of data elements. Requires subject matter expertise on at least one are of Wealth management (such as Prospecting, Proposal Generation, Financial Planning, Portfolio Management, SMA/UMA, Rebalancing, Trading and Client Reporting).

  • Experience working in an Information Technology department specifically focused on application development project.

  • Full Software Development Lifecycle experience.

  • Financial Services experience.


  • Experience working with Team Foundation Server or JIRA or any other requirement management tool.

  • Knowledge of REST Services, SQL, Databases.

  • Knowledge of risk management, issue tracking, change management and requirements gathering.

  • Developer moved on to become a BA will be preferred.


  • None required. CFA designation preferred

Competencies and Behaviors:

  • Analysis: Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.

  • Communication: Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.

  • Exercising Judgment and Decision Making: Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.

  • Technical and Professional Knowledge: 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.

  • Building Effective Relationships: Develop and use collaborative relationships to facilitate the accomplishment of work goals.

  • Client Focus: Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.

Job: Technology

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Other Locations: US-CO-Denver-Denver

Organization Technology

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2100317