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Raymond James

Senior Data Insights Analyst

Raymond James

. Conduct alert testing and calibration, including Above-the-Line and Below-the-Line analysis .

Posted 9/22/2026full-timeRemote • Colorado • United StatesSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis, utilizing SQL and AWS Redshift to extract and analyze data while providing actionable insights. Proficient in developing visualizations and presentations using Qlik Sense and PowerPoint to communicate findings effectively to stakeholders.

Highest-signal resume keywords
SQL Data QueryingAWS Redshift ExperienceData Visualization with Qlik SenseAnalytical Problem-SolvingPowerPoint Presentation Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisSQLData PreparationData AggregationStatistical AnalysisPythonPandasJupyter NotebooksAI-Assisted Data ToolsExcel
Soft Skills
CommunicationCollaborationAdaptabilityProblem-SolvingTime Management
Tools & Technologies
Qlik SenseTableauPower BIAWS RedshiftAI-Assisted Analytical Tools
Certifications & Qualifications
Data Analytics CertificationBusiness Intelligence Certification
Industry Keywords
Financial ServicesWealth ManagementSupervisionComplianceRisk Management

Tech Stack

Tools & technologies
Amazon RedshiftAWSPandasPythonSQLTableau

About the role

Key responsibilities & impact
  • Conduct alert testing and calibration, including Above-the-Line and Below-the-Line analysis
  • Evaluate alert thresholds and criteria and identify potential improvement opportunities
  • Work with Supervision subject matter experts to understand alert objectives, business rules, supervisory considerations, and historical outcomes
  • Determine required data and work with SMEs, data owners, and technology partners to obtain it
  • Use SQL to extract, prepare, combine, and analyze data from AWS Redshift and other approved data sources
  • Identify trends, anomalies, concentrations, and other meaningful insights in Supervision data
  • Investigate drivers of analytical results
  • Present clear findings and potential recommendations to SMEs and stakeholders
  • Evaluate data quality, investigate inconsistencies or gaps, assess their impact, and recommend improvements
  • Use approved AI-assisted and other analytical tools to support data exploration and analysis while validating results
  • Develop reports, presentations, and visualizations using Qlik Sense and other visualization tools
  • Apply analytical, data, and problem-solving skills to evolving projects and business questions
  • Perform other job-related duties as assigned

Requirements

What you’ll need
  • Bachelor’s Degree in Data Analytics or related field (Business Analytics, Computer Science, Mathematics, Statistics, Finance) and three (3) years of professional experience, or any equivalent combination of experience, education, certifications and/or training
  • Strong analytical and problem-solving skills
  • Experience using SQL to query, join, aggregate, prepare, and analyze data
  • Experience with AWS Redshift or a similar data platform is preferred
  • Experience working with data from multiple sources and translating analytical results into clear business insights
  • Strong Microsoft Excel skills
  • Experience developing clear and professional PowerPoint presentations
  • Experience with Qlik Sense, Tableau, Power BI, or similar data visualization tools is preferred
  • Experience using Python, Pandas, Jupyter notebooks, or similar tools is a plus
  • Experience using AI-assisted tools for data analysis, exploration, and insight development is preferred
  • Knowledge of financial services, wealth management, supervision, compliance, risk management, or related areas is preferred but not required
  • Ability to work effectively with SMEs, data owners, and technology partners
  • Ability to communicate analytical findings to technical and non-technical audiences
  • Ability to manage multiple priorities and adapt as projects and business needs emerge
  • Licenses/certifications demonstrating knowledge or expertise in data analytics and/or business intelligence software are preferred

Benefits

Comp & perks
  • 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
  • Additional compensation, discretionary bonuses, or commissions may apply
  • Professional growth opportunities
  • Less than 25% travel