Job Description SummaryThe Senior Data & BI Analyst is a key contributor to the Enterprise Analytics Center of Excellence (COE), responsible for promoting and supporting self-service analytics across the firm using tools such as ThoughtSpot and Tableau. This role requires a strong technical foundation in data analytics and BI tools, combined with strategic consulting skills to guide users in developing scalable, high-quality analytics. The ideal candidate has a passion for data, an understanding of financial services, and the ability to collaborate across teams to enable data-driven decision-making.
Job DescriptionThis position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month.Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.Responsibilities:- Contribute to the buildout and ongoing evolution of the Enterprise Analytics COE, shaping best practices and governance standards.
- Act as a subject matter expert (SME) in enterprise lakehouse data, guiding end users in identifying and leveraging key data sources.
- Work closely with business users to understand their analytics needs, providing consultation on BI tool selection and data strategies.
- Lead training sessions for ThoughtSpot (and Tableau) users to enhance adoption and proficiency in self-service analytics.
- Perform hands-on data analysis against enterprise lakehouse data to uncover insights and demonstrate tool capabilities.
- Develop reusable analytics templates, dashboards, and frameworks that drive consistency and efficiency across the organization.
Preferred Qualifications:- Hands-on experience with ThoughtSpot BI Platform.
- Financial services experience and understanding of financial data structures.
- Familiarity with cloud-based BI platforms (AWS, Azure, etc.).
- Knowledge of Natural Language Processing (NLP), AI-driven data aggregation, and automated reporting technologies.
Required Qualifications:- Experience working as a Technical Data Analyst, BI Analyst, or Business Analyst in an enterprise environment.
- Strong SQL skills and experience handling large datasets.
- Proficiency in data warehousing concepts, ETL processes, and BI reporting tools such as Tableau, Power BI, Qlik, ThoughtSpot.
- Excellent analytical and problem-solving skills with the ability to collaborate across cross-functional teams.
- Strong stakeholder management abilities, with the ability to effectively communicate technical insights to non-technical audiences.
- Support initial dashboard and analytics development efforts, assisting teams with prototyping and best practices implementation.
- Stay up to date on emerging BI trends, ThoughtSpot and Tableau advancements, and AI-driven analytics approaches to drive innovation.
EducationBachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Computer and Information Science, High School (HS) (Required)
Work ExperienceGeneral Experience - 3 to 6 years
CertificationsTravelLess than 25%
WorkstyleHybrid
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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