Job Description

of the Position:

The Business Analyst (BA) is a critical member of TriState Capital’s Program Management Office (PMO), responsible for understanding business problems, defining the business outcomes required to solve them, and translating those needs into clear, actionable requirements, user stories, and process flows.

The BA applies cross-functional analytical skills to uncover pain points, evaluate current-state processes, define future-state goals, and ensure project outcomes deliver measurable business value. The BA partners closely with business stakeholders and works with Technology to ensure solutions developed meet the defined outcomes and acceptance criteria.

The BA also supports solution validation by contributing to test planning, coordinating business testing, and ensuring outcomes align to business expectations.

Primary Functions of the Position:

• Partner with stakeholder teams across bank business units (i.e., operations, sales, finance, risk, AML/compliance, etc.) to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams
• Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of status to appropriate parties
• Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
• Develop meaningful and lasting relationships with partners for optimized process development and systems integration
• Support questions and concerns from managers and executives with research, execution, and recommendations.
• Support reporting and analysis efforts within business units
• Support 3-5 concurrent projects, facilitating analysis and validation activities through the lifecycle
• Measure project performance using appropriate tools and techniques
• Work with team members to perform risk management assessment to minimize project risks
• Establishes and maintains relationships with vendors
• Develops and maintains templates within the bank’s project management system

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• 3-5 years business analysis experience
• Banking or related financial services preferred
• Strong quantitative and analytical skills
• Industry recognized certifications preferred

Essential Skills and Abilities:

• Proven capabilities with business analysis tools, including:
• Journey maps
• Process models
• User stories
• Requirement documentation
• Affinity diagram
• Traceability matrix
• Excellent client facing and internal communication skills
• Excellent written and verbal communication skills

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Workstyle

Resident

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.