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About the Role

The Experience Analyst supports strategic, operational, and experience-focused initiatives within the Investment Bank. Operating as part of an internal consulting team, this role collaborates with business leaders and partners to identify opportunities, drive execution, and enable sustainable change, focusing on improving employee and client experience, efficiency, and engagement.

Responsibilities

• Support the execution of cross-functional initiatives to enhance client and employee experience.
• Develop and iterate strategic presentations and executive-level materials.
• Conduct qualitative and quantitative analysis and reporting.
• Collaborate with Investment Banking senior management and functional leaders.
• Coordinate problem-solving efforts with cross-disciplinary teams.
• Build and maintain partnerships to assess practices and identify opportunities.
• Participate in business process improvement initiatives.
• Support AI and technology-related efforts.
• Perform other duties and responsibilities as assigned.

Requirements

• Knowledge of concepts, principles, and practices of Investment Banking & Capital Markets.
• Knowledge of financial markets and products preferred.
• Knowledge of technology and AI tools.
• Knowledge of problem-solving and operational improvement frameworks and change management techniques.
• Analytical and data-driven abilities.
• Proficiency in data visualization or reporting tools (e.g., Tableau, Power BI, Excel, SQL, Qlik) preferred.
• Ability to organize problems and workflows.
• Attention to detail in all areas of work products.
• Problem-solving skills and the ability to think independently.
• Ability to deliver high standards of quality and evaluate performance.
• Ability to operate standard office equipment and use required software applications.
• Strong communication skills and ability to work well within a team.
• Ability to structure and communicate complex ideas to senior stakeholders.
• Ability to balance conflicting resource and priority demands.
• Ability to collaborate across functional areas in a fast-paced, matrixed organization.
• Ability to establish and maintain effective working relationships at all levels.
• Ability to organize and track multiple detailed tasks with changing priorities.
• Ability to interpret and apply policies.
• Ability to work independently as well as collaboratively.
• Ability to identify required tasks, develop timelines, and execute.
• Ability to project a positive, professional image.
• Ability to convey information clearly and effectively.

Skills

• Investment Banking & Capital Markets
• Financial markets and products
• Technology and AI tools
• Problem-solving
• Operational improvement frameworks
• Change management techniques
• Analytical
• Data-driven
• Data visualization
• Reporting tools (Tableau, Power BI, Excel, SQL, Qlik)
• Organizing problems and workflows
• Attention to detail
• Communication skills
• Teamwork

Location

• Resident

Work Type

• Full-time

Experience Level

• Two (2) to three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology-driven business role.
• Experience in internal consulting, business transformation, or cross-functional project environments preferred.
• General Experience - 13 months to 3 years

Education Level

• Bachelor’s Degree (B.A.) in Finance, Accounting, Business or a related field
• Bachelor’s (Required)

Salary/Compensations

• $70,000.00-$105,000.00

Benefits

• 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)
• Parental leave

About the Company

• 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.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.