Data Driven Insights Analyst

Job Description Summary

As a Data Driven Insights Analyst, you will join a high-performing team supporting marketing agency leaders, advisor product management teams, and senior stakeholders at Raymond James. In this role, you will help interpret business needs, analyze relevant data, and translate findings into actionable insights that drive measurable business outcomes, including campaign effectiveness, operational efficiency, capacity utilization, and workflow performance.
You will define, monitor, and maintain key performance indicators (KPIs), conduct analyses using techniques ranging from summary statistics to diagnostic and predictive modeling (with guidance as needed), and create and maintain reports and dashboards that support decision-making. You will communicate findings clearly to technical and non-technical audiences, crafting compelling data-driven narratives tailored to stakeholder needs, partner with teammates and business stakeholders, and contribute to data-driven decisions that influence marketing strategy and business performance.

Job Description

Work Visa:

Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.

Essential Duties and Responsibilities

• Collaborate with marketing agency stakeholders and product management teams to identify, define, and solve moderately complex business problems and opportunities.
• Execute data analysis projects from inception to completion, ensuring timely delivery, adherence to project scope, and effective communication with stakeholders throughout the project lifecycle.
• Develop analyses, reports, and models to measure campaign performance, audience behavior, operational trends, and key marketing metrics.
• Define, document, and maintain KPI frameworks and metric definitions to ensure consistent, trusted reporting.
• Prepare management reports and present findings defining the problem, documenting the analysis, and recommending courses of action that drive measurable business impact (e.g., improved campaign performance, efficiency, or client outcomes).
• Analyze current systems, processes, and data sources, collaborating with marketing agency partners and product management stakeholders to develop an understanding of business operations and analytical needs.
• Ensure data used for marketing agency reporting and analysis is accurate, reliable, and appropriately documented; provide feedback to business process owners and the IT department as needed.
• Partner with data engineering and technology teams to inform data requirements, data structures, and enhancements that improve data availability and usability for analytics.
• Evaluate existing procedures and technical workflows and propose practical enhancements that improve efficiency, quality, and stakeholder service.
• Support firm-level initiatives and ad hoc requests from a variety of departments and stakeholders.

Technical and Analytical Skills

• Proficiency in Excel, SQL, Tableau, and PowerPoint, with hands-on experience using CRM and marketing campaign tools.
• Ability to build and maintain data sources and interactive Tableau dashboards with filters and moderately complex visualizations.
• Experience writing SQL queries using JOIN operations and aggregations such as COUNT, SUM, AVG, MIN, MAX, and ORDER BY.
• Working knowledge of statistical analysis, analytical methods, and data interpretation, with the ability to apply diagnostic and predictive techniques (with guidance as needed).
• Understanding of data validation practices and maintaining data accuracy, reliability, and documentation.
• Awareness of marketing data sources, campaign performance metrics, client segmentation, and relevant emerging tools and techniques, including AI- and machine learning-enabled tools, that may be adopted at Raymond James.

Business & Professional Capabilities

• Engage effectively with marketing agency stakeholders and product management teams to understand objectives, clarify requirements, and align analytical work to business needs.
• Identify and solve moderately complex business problems by analyzing trends, relationships, underlying drivers, and developing actionable recommendations.
• Translate complex analytical findings into clear, concise insights and compelling data-driven narratives that influence stakeholder decisions.
• Manage multiple projects and priorities in a fast-paced environment while maintaining quality, meeting deadlines and client service expectations.
• Synthesize data and research from multiple sources into cohesive insights that support strategic marketing decisions and business outcomes.
• Collaborate cross-functionally and build strong working relationships with business, technology, and data teams.
• Organize, track, and execute detailed tasks across concurrent initiatives with changing priorities.

Education

Bachelor’s: Computer and Information Science, Bachelor’s: Finance, Bachelor’s: Mathematics

Work Experience

General Experience - 7 to 12 months

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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