Senior Data Driven Insights Analyst

Job Description Summary

If you’re ready to take the next step in your career, seize this rare opportunity to shape insights generation for the premier provider of growth and development solutions for advisors and associates of Raymond James. As a Senior Data-Driven Insights Analyst, you will join a high-performing team while operating with significant autonomy and limited supervision to support Practice Management and Growth Consulting. Your role involves interpreting the critical business needs of stakeholders, providing appropriate analyses of relevant data, and transforming it into actionable insights that enhance advisor growth and business performance. You will model complex business scenarios, identify key performance metrics, and conduct comprehensive data analyses using a range of techniques from summary statistics to advanced modeling. Additionally, you will create and automate reports, effectively communicate findings to diverse stakeholder audiences, and mentor less experienced analysts on the team. Join us and make a significant impact by driving data-driven decisions that will propel our business forward.

Job Description

Essential Duties and Responsibilities:

• Collaborate with Practice Management and Growth Consulting leadership to identify, define, and solve a variety of complex business problems and opportunities.
• Lead, manage, and 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 and maintain a series of performance dashboards and management reports that provide actionable insights.
• Become the subject matter expert on Practice Management and Growth Consulting data, ensuring quality and reliability, providing feedback to business process owners and the IT department as needed.
• Proactively evaluate and propose enhancements to procedures and technical infrastructure.
• Develop statistical models and methodologies to predict, quantify, or forecast various operational and performance metrics.
• Mentor less experienced analysts, providing training on analytical techniques to foster their development and ensure team cohesion.
• Support firm-level initiatives and ad hoc requests as needed

Knowledge of

• Knowledge and demonstrated experience using statistical and machine learning models and methods.
• Advanced knowledge of large relational databases and SQL programming.
• Familiarity with data mining, reporting and visualization tools such as Tableau.
• Awareness of relevant emerging tools and techniques that can be adopted at Raymond James
• Knowledge of practice management solutions and services not required, but preferred

Skill in

• Demonstrated proficiency in Excel, SQL, PowerPoint and Tableau, with hands-on experience using CRM tools.
• Simplification and presentation of time series and cross-sectional data.
• Application of mathematical operations to tasks such as frequency distribution, test reliability and validity assessment, analysis of variance (ANOVA), correlation techniques, sampling theory, and factor analysis
• Advanced data visualization and communication skills with a proficiency for conveying complex data insights clearly and effectively to non-technical stakeholders.
• Ability to successfully project manage multiple assignments and meet SLA/delivery requirements
• Meeting or exceeding client service expectations set by leadership.

Ability to

• Engage directly with business leaders to thoroughly understand their business needs.
• Effectively communicate and present research-driven recommendations to management.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Prioritize research opportunities and invest in those with the highest ROI.
• Define problems, collect data, establish facts, and draw valid conclusions.
• Design more effective or efficient research processes and advocate for their adoption across the team.
• Synthesize purchased or proprietary research from other teams into a larger story.
• Work independently as well as collaboratively within a team environment while establishing and maintaining effective working relationships with others.
• Utilize a variety of sources to collect and analyze information to support modeling and analysis.

Education

Bachelor’s: Applied Mathematics, Bachelor’s: Computer Systems Analysis, Bachelor’s: Economics

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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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