Data Driven Insights Analyst

About the role

Join a high-performing team supporting marketing agency leaders, advisor product management teams, and senior stakeholders at Raymond James. Your role will involve interpreting business needs, analyzing relevant data, and translating findings into actionable insights that drive measurable business outcomes.

Responsibilities

• Collaborate with marketing agency stakeholders and product management teams to identify, define, and solve moderately complex business problems and opportunities.
• Execute data analysis projects from inception to completion, ensuring timely delivery, adherence to project scope, and effective communication with stakeholders throughout the project lifecycle.
• Develop analyses, reports, and models to measure campaign performance, audience behavior, operational trends, and key marketing metrics.
• Define, document, and maintain KPI frameworks and metric definitions to ensure consistent, trusted reporting.
• Prepare management reports and present findings defining the problem, documenting the analysis, and recommending courses of action that drive measurable business impact (e.g., improved campaign performance, efficiency, or client outcomes).
• Analyze current systems, processes, and data sources, collaborating with marketing agency partners and product management stakeholders to develop an understanding of business operations and analytical needs.
• Ensure data used for marketing agency reporting and analysis is accurate, reliable, and appropriately documented; provide feedback to business process owners and the IT department as needed.
• Partner with data engineering and technology teams to inform data requirements, data structures, and enhancements that improve data availability and usability for analytics.
• Evaluate existing procedures and technical workflows and propose practical enhancements that improve efficiency, quality, and stakeholder service.
• Support firm-level initiatives and ad hoc requests from a variety of departments and stakeholders.

Requirements

• Proficiency in Excel, SQL, Tableau, and PowerPoint, with hands-on experience using CRM and marketing campaign tools.
• Experience writing SQL queries using JOIN operations and aggregations such as COUNT, SUM, AVG, MIN, MAX, and ORDER BY.
• Working knowledge of statistical analysis, analytical methods, and data interpretation, with the ability to apply diagnostic and predictive techniques (with guidance as needed).
• Understanding of data validation practices and maintaining data accuracy, reliability, and documentation.
• Awareness of marketing data sources, campaign performance metrics, client segmentation, and relevant emerging tools and techniques, including AI- and machine learning-enabled tools, that may be adopted at Raymond James.

Qualifications

• Bachelor’s: Computer and Information Science
• Bachelor’s: Finance
• Bachelor’s: Mathematics

Skills

• Ability to build and maintain data sources and interactive Tableau dashboards with filters and moderately complex visualizations.
• Translate complex analytical findings into clear, concise insights and compelling data-driven narratives that influence stakeholder decisions.
• Manage multiple projects and priorities in a fast-paced environment while maintaining quality, meeting deadlines and client service expectations.
• Synthesize data and research from multiple sources into cohesive insights that support strategic marketing decisions and business outcomes.
• Collaborate cross-functionally and build strong working relationships with business, technology, and data teams.
• Organize, track, and execute detailed tasks across concurrent initiatives with changing priorities.

Benefits

• Total compensation includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• The benefits package 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.

Pay

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.

Schedule

The schedule for this position is hybrid.