Data Insights Analyst - Sr. Advisor

Raymond James is a financial services firm seeking a Senior Advisor Data Insights Analyst to join its Supervision Data, Metrics & Reporting team. The role focuses on alert testing and calibration, SQL-based data analysis, data quality evaluation, visualization, and translating findings into actionable business insights and recommendations.

Responsibilities:

• Conduct alert testing and calibration, including ATL/BTL analysis, to evaluate existing alert thresholds and criteria and identify potential opportunities for improvement
• Work directly with Supervision SMEs to understand alert objectives, business rules, supervisory considerations, and historical outcomes and use that knowledge to develop thoughtful analyses
• Determine the data needed to answer business and testing questions and work with SMEs, data owners, and technology partners to obtain the appropriate data
• Use SQL to extract, prepare, combine, and analyze data from approved data sources, including AWS Redshift and other data environments
• Dig into Supervision data to identify trends, anomalies, concentrations, and other meaningful insights and investigate what may be driving the results
• Turn analytical results into clear findings and present them to SMEs and other stakeholders, including potential recommendations for threshold, criteria, or other changes when supported by the analysis
• Evaluate data quality as part of the analytical process, investigate potential inconsistencies or gaps, assess how they may affect the results, and recommend improvements when appropriate
• Use approved AI-assisted and other analytical tools, where appropriate, to support data exploration and analysis, identify patterns, and develop insights while appropriately validating results
• Develop reports, presentations, and visualizations that help tell the story behind the data and clearly communicate what the analysis is showing and why it matters, including through Qlik Sense and other visualization tools
• Apply analytical, data, and problem-solving skills to new projects and business questions as the team’s priorities and capabilities continue to evolve
• Other job-related duties may be assigned as required

Requirements:

• Candidates residing in the St. Petersburg/Tampa area are expected to follow a hybrid work schedule, with a minimum of three days per week in the office
• Strong analytical and problem-solving skills with experience using data to answer business questions and identify meaningful trends, patterns, and anomalies
• Experience using SQL to query, join, aggregate, prepare, and analyze data
• Experience working with data from multiple sources and translating analytical results into clear business insights
• Strong Microsoft Excel skills and experience developing clear and professional PowerPoint presentations
• Ability to work effectively with SMEs, data owners, and technology partners; communicate analytical findings to technical and non-technical audiences; manage multiple priorities; and adapt as new projects and business needs emerge
• Bachelor's Degree in Data Analytics or related field [Business Analytics, Computer Science, Mathematics, Statistics, Finance] and three (3) years of professional experience
• Any equivalent combination of experience, education, certifications and/or training
• Travel

Less than 25%

• Experience with AWS Redshift or a similar data platform is preferred
• Experience with Qlik Sense, Tableau, Power BI, or similar data visualization tools is preferred
• Candidates with strong analytical skills and an interest in developing Qlik Sense capabilities will also be considered
• Experience using Python, Pandas, Jupyter notebooks, or similar tools for data analysis and exploration is a plus
• Experience using AI-assisted tools to support data analysis, exploration, and development of insights is preferred
• Knowledge of financial services, wealth management, supervision, compliance, risk management, or related areas is preferred but not required
• Licenses/certifications demonstrating the candidate's knowledge/expertise in data analytics and/or business intelligence software preferred