Job Description

Job Description Summary

Translate business requirements into detailed functional specifications that undergo business stakeholder review.

Job Description

As a key member of our Trading Technology team, the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. In this role, you will partner closely with both business and technology teams to deliver innovative, scalable, and high-impact solutions that elevate the advisor and client experience.

You will drive the full analysis lifecycle—from discovery and requirements definition through solution design, validation, and implementation—ensuring every initiative is grounded in clarity, quality, and strategic alignment. This position blends business insight, technical depth, and leadership, empowering you to influence decisions, guide teams, and champion solutions that advance our organizational goals and technology vision.

Key Responsibilities:

• Lead the discovery, documentation, and stewardship of business and functional requirements for high-impact, complex technology initiatives—ensuring clarity, alignment, and strategic value.
• Translate business goals into crisp, actionable technical requirements and user stories that empower teams to deliver exceptional outcomes.
• Perform gap analyses, feasibility assessments, and impact evaluations to shape intelligent, scalable solution designs and guide strategic decision-making.
• Collaborate seamlessly with cross-functional partners—developers, QA, UX, and business stakeholders—to drive successful and timely delivery of technology solutions.
• Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations.
• Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation to support clarity and adoption.
• Serve as a trusted subject matter expert (SME) for assigned systems and business domains, becoming a go-to leader for insight and guidance.
• Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule.
• Champion risk management, change control, and issue tracking best practices throughout the project lifecycle to ensure transparency and consistent execution.

Skills/Technical Experience:

• 10+ years of business analysis experience within financial services, trading systems, or enterprise technology environments—demonstrating depth, versatility, and domain expertise is preferred.
• Experience with Equities, Options, and Mutual Fund trading workflows or platforms is a strong plus and will greatly accelerate success in this role.
• Familiarity with market structure, order life cycles, and trade processing across Equities, Options, and Mutual Funds is highly desirable.
• Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks.
• Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, and Postman.
• Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design.
• Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality.
• Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence.
• Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions.
• Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued.
• Familiarity with AI-powered tools (e.g., Copilot, ChatGPT) to enhance documentation, productivity, and innovation.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.

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