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Senior Business Analyst, Technology | Loan IQ

Raymond James Financial

Raymond James Financial

IT
Posted on Sep 13, 2025

Job Description Summary

Note: This position will follow our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location.

Job Description

As part of our Raymond James Bank development team, the Lead Business Analyst will act as a partner with the RJ Bank business groups and IT Partners to facilitate and implement technology solutions. This role will support multiple in-house applications, along with IT project support.

This individual will be responsible for writing business process and system requirements that will ensure the technology solution will meet the needs of the business. Requires a high-level understanding of systems, industry and end-user requirements. This is a primary role that helps to collaborate between business and application developers on a complex system, handle data research and analysis requests from business on issues and work with IT Partners to help drive and get them to successful conclusions. Requires a very good understanding of systems and their integrations, financial services industry and end-user requirements. Is able to make judgements and recommendations based on the analysis and interpretation of data.

Responsibilities:

  • Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.

  • Validates test cases to ensure that scripts will evaluate the business function being performed.

  • Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations.

  • Provides support for application development teams including documenting business processes.

  • Translates technical concepts to business audience and business information to a technical audience.

  • May take a lead role in developing estimates and implementation plans for technical solutions.

  • Partners with team members to develop project schedules, reports and documentation. May be required to act as project lead on small to medium projects and/or provide direction to others on the team.

  • Collaborates with vendors as needed, providing business use cases, designing technical solutions and assessing implementation options.

  • Understands and applies principles in risk management, issue tracking and change management.

  • Works with User Experience / Design resources to help visualize requirements into prototype.

  • Mentor and cross train other members of the team as needed.

  • Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

  • Three (3) to five (5) years of relevant experience or a combination of education, training and experience approved by HR.

  • Financial Services and/or enterprise level experience is highly preferred.

  • Ideally three (3) to five (5) years of large-scale data engineering project experience, Loan IQ, Financial Services possible with cloud technology implementation.

  • Knowledge of commercial lending domain and origination/servicing of syndicated and bilateral deals.

  • Knowledge of Loan IQ is required.

  • Knowledge of Data Models and the ability to run SQL queries in SQL Server / Oracle databases when needed to research / troubleshoot issue.

  • Important to understand Data Governance and Data lineage concepts.

  • Ability to translate technical concepts to business audience and business information to a technical audience.

  • Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints, and probable consequences.

  • Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.

  • Demonstrate a strong knowledge in position-related areas and remains current with developments and trends in areas of expertise.

  • Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.

Licenses/Certifications:

  • None required.

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

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.