Team Analyst

Experience Team Analyst I – Raymond James

The Experience Analyst leverages background and business acumen to support strategic, operational, and experience-focused initiatives across the Investment Bank. Working as part of an internal consulting team, the analyst collaborates with business leaders and cross-functional partners (HR, Technology, Marketing, and Operations) to identify opportunities, drive execution, and enable sustainable change. The role supports employee and client experience strategies that improve efficiency, streamline operations, and enhance engagement.

• Support the execution of cross‑functional initiatives to enhance client and employee experience, including operations, technology, and digital enablement.
• Develop and iterate strategic presentations and executive‑level materials that communicate findings, progress, and recommendations.
• Conduct qualitative and quantitative analysis and reporting to identify improvement opportunities and support strategic decisions.
• Collaborate with Investment Banking senior management and functional leaders across HR, Technology, Marketing, and Operations to deliver business solutions.
• Coordinate problem‑solving efforts with cross‑disciplinary teams to address organizational inefficiencies and implement scalable solutions.
• Build and maintain partnerships within and across business functions to assess existing practices, identify opportunities, and develop plans to enhance employee and client experience.
• Participate in business process improvement initiatives, including those involving automation or digital tooling.
• Support AI and technology‑related efforts, including evaluation, adoption, and integration of tools that enable employee productivity and client engagement.
• Perform other duties and responsibilities as assigned and needed.

• Concepts, principles, and practices of Investment Banking & Capital Markets.
• Financial markets and products preferred.
• Technology and AI tools.
• Problem‑solving and operational improvement frameworks and change‑management techniques.

• Analytical and data‑driven abilities with proficiency in data visualization or reporting tools (Tableau, Power BI, Excel, SQL, Qlik).
• Ability to organize problems and workflows.
• Attention to detail in all work products.
• Independent, high‑quality work with strong evaluation against standards.
• Strong communication skills and team collaboration.

• Structure and communicate complex ideas, orally and in writing, to senior stakeholders.
• Balance conflicting resource demands and maintain effective relationships at all levels.
• Organize and track multiple detailed tasks with frequently changing priorities.
• Interpret and apply policies, recommend changes as appropriate.
• Execute independent and collaborative work within a team environment.
• Project a positive, professional image internally and externally.
• Convey information clearly through formal and informal documents.

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 2–3 years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology‑driven business role. Preference for internal consulting, business transformation, or cross‑functional project environments.
• Equivalent combination of experience, education, and training approved by Human Resources.

Yes, up to 15% of the time. Travel may include periodic trips for team offsites or cross‑functional collaboration.

Entry Level

Full‑time

Business Development and Sales

At Raymond James, 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 honor, value, and respect the uniqueness, experiences, and backgrounds of all associates. When associates bring their authentic selves, the 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.