2026 Data Insights Specialist - St. Petersburg, FL

Job Description Summary
Collect, analyze, report, and interpret data for use in the development of business strategies and tactics and in subsequent appraisal of results.

Job Description

Raymond James Overview

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides 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.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Summary

Under general supervision, uses knowledge and skills obtained through education and experience to perform data analysis, develop financial models, and produce dynamic reporting to address a variety of business opportunities. Develops algorithms and use analytic and reporting tools to develop and evaluate a broad spectrum of analytics for large data sets.

Essential Duties and Responsibilities

• Develops financial models and reporting to predict, quantify or forecast various operational and performance metrics.

• Performs data analysis and develops algorithms and computational solutions as necessary to support the business.

• Performs data management and reporting of product performance data including utilization rates, commission rates, forecast models, and progress toward goals.

• Provides support when implementing results and ongoing business processes.

• Ensures data quality and reliability and provides feedback to business process owners and to the IT department.

• Observes current systems and process, interacting with the appropriate teams.

• Utilizing a variety of sources, collects, and analyzes information to support modeling and analysis.

• Collaborates with leadership to identify, define, and solve a variety of problems and supports various corporate initiatives.

• Assists in the preparation of management reports defining the problem; documents the analysis and recommends courses of action in order to determine the best outcome.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Basic knowledge and demonstrated experience of financial models and data visualization methods.

• Basic knowledge of large relational databases, and SQL programming.

• Basic knowledge and familiarity with data mining and visualization tools

Skill in

• Superior skills with Excel, SQL, Access, Tableau, Qlik, PowerPoint, and statistical analysis packages.

• Simplify and present time series and cross-sectional data.

• Read, analyze, and interpret common scientific and technical journals and financial reports.

Ability to

• Ability to respond to common inquiries or complaints from customers.

• Define problems, collect data, establish facts, and draw valid conclusions

• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Communicate effectively, both orally and in writing with internal customers and other IT professionals.

• Work independently as well as collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships with others.

Education/Previous Experience

• Bachelor's degree in Business Analytics, Computer Science, MIS, Mathematics, Finance, Statistics, or related discipline with zero (0) to two (2) of experience.

OR ~

• An equivalent combination of education, training, or experience.

Licenses/Certifications

• None required

Travel

Travel Required: No

Location: St. Petersburg, FL

Education

Bachelor's: Applied Mathematics, Bachelor's: Artificial Intelligence and Robotics, Bachelor's: Business Administration

Work Experience

General Experience - 7 to 12 months

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.