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Principal Business Analyst - Enterprise Services

Job in Saint Petersburg, Pinellas County, Florida, 33747, USA
Listing for: Raymond James Financial, Inc.
Part Time position
Listed on 2026-08-05
Job specializations:
  • IT/Tech
    Business Systems & Technology Analysis, Data Analyst
Job Description & How to Apply Below
** This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location.*
* ** _

Please note:

This role is not eligible for Work Visa sponsorship, either currently or in the future._*
* ** 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, Service Now 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 with in 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 Dev Ops (TFS), Service Now, 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
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