Job Description Summary

Enterprise Services is the strategic integration platform connecting business-critical applications across Wealth Management, Trading, Client Experience, Operations, and Enterprise Data.
With Enterprise Services adoption growing more we are seeking an experienced Principal Business Analyst to lead complex initiatives that enable scalable, secure, and resilient enterprise solutions.
In this highly visible role, you will partner with business leaders, architects, engineers, and enterprise data teams to deliver innovative solutions that support the firm's strategic priorities.

Job Description

Responsibilities

Business Analysis & Solution Leadership

• Lead requirements for discovery, analysis, and documentation for enterprise integrations, APIs, platform enhancements, and strategic initiatives.

• Partner with business stakeholders to translate business needs into clear functional requirements, user stories, Product Backlog Items (PBIs), and acceptance criteria.

• Facilitate backlog refinement, sprint planning, and cross-functional workshops to ensure alignment between business and technology teams.

• Define business processes, business rules, SLAs, SLOs, and end-to-end functional scenarios.

Enterprise Integration & Data Analysis

• Collaborate with Enterprise Services and Enterprise Data teams to design scalable API-based solutions.

• Develop API specifications, interface contracts, data mapping documents, and source-to-target data lineage.

• Analyze complex financial data using Oracle databases to support new functionality, production investigations, and root cause analysis.

• Maintain integration documentation using the Apigee API Developer Portal and internal knowledge repositories.

Testing, Delivery & Continuous Improvement

• Develop functional test scenarios and support User Acceptance Testing (UAT).

• Validate business functionality before and after production deployments.

• Support release planning, ServiceNow change management, and post-deployment validation.

• Identify opportunities to improve business processes, reduce operational risk, and enhance delivery efficiency through standardization, automation, and comprehensive documentation.

• Mentor junior analysts and promote Agile and business analysis best practices.

Skill: Strong knowledge of

• Client assets and liabilities

• Securities positions and portfolio accounting

• Equities, fixed income, ETFs, mutual funds, options, structured products, alternative investments, and cash equivalents

• Trade lifecycle, including execution, allocation, clearing, settlement, corrections, and post-settlement processing

• Cost basis, tax lots, wash sales, corporate actions, realized and unrealized gains/losses

• Performance reporting, benchmark reporting, portfolio analytics, and reconciliation

• Financial reporting, operational controls, and regulatory initiatives

Required Experience

• Bachelor's degree in Computer Science, Information Technology, Finance, Business Administration, or a related discipline.

• 10+ years of experience as a Principal Business Analyst, Lead Business Analyst, Business Systems Analyst, Functional Analyst, Data Analyst, or similar role.

• Experience within financial services, wealth management, brokerage, custody, clearing, asset management, or securities operations.

Business Analysis Skills

• Expert in requirements gathering, business process analysis, and documentation.

• Proven experience writing User Stories, managing product backlogs, and defining acceptance criteria.

• Strong analytical and problem-solving skills with the ability to simplify complex business and technical challenges.

• Experience facilitating cross-functional discussions and influencing stakeholders across multiple organizations.

• Experience mentoring analysts and driving Agile delivery practices.

Preferred experience includes:

• Advanced SQL, preferably Oracle

• RESTful and SOAP API testing using Postman and SOAP UI

• Azure DevOps (TFS), ServiceNow, Splunk (Nice to have)

• Microsoft Excel (advanced formulas, pivot tables, lookups, macros)

• Microsoft Office Suite, PowerPoint, Visio, Word, and Access

• API integrations, JSON, XML, data validation, and log analysis

• Data mapping, reconciliation, source-to-target validation, and data lineage

• Experience with AI-powered productivity tools, generative AI, or low-code/no-code automation platforms

• Exposure to Tableau, Power BI, Alteryx, Snowflake, Databricks, or similar analytics platforms is a plus

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s (Required)

Work Experience

General Experience – 10 to 15 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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