Lead Business Analyst/ Data Analyst (Wealth mgmt)

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Full Remote
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Offer summary

Qualifications:

Bachelor's degree in Business Administration, Finance, or a related field., Proven experience in business analysis or data analysis, preferably in wealth management., Strong analytical skills with proficiency in data visualization tools and SQL., Excellent communication and stakeholder management skills..

Key responsibilities:

  • Lead the analysis of business requirements and translate them into functional specifications.
  • Collaborate with stakeholders to identify opportunities for process improvements.
  • Prepare and present reports on data insights to senior management.
  • Facilitate meetings with clients to gather requirements and provide updates on project progress.

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Raymond James Financial Services XLarge https://www.raymondjames.com/
10001 Employees
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Industry :
Financial Services

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