Salesforce Business Analyst (Investment Bank)
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Salesforce Business Analyst (Investment Bank) About the job Salesforce Business Analyst (Investment Bank) Job Title: Contract long-term Location: New York, New York (Hybrid 3 days onsite) A global bank is seeking an IT business analyst (Salesforce) to join their New York office (hybrid 3 days onsite). Requirements for the Salesforce Business Analyst Bachelor’s degree 6+ years of work experience with Salesforce in Information Technology Experience in financial services, specifically an international bank is highly preferred. Good knowledge of Global Financing business (incl. Investment Banking and commercial lending activities): good understanding of corporate financing, asset-based and structured lending, financing transaction overall deal lifecycle (internal credit approval, execution…) and the various parties/stakeholders involved Good knowledge of Salesforce Solution (incl. architecture, customized vs. standard) Ability to translate BRD’s to Functional and Technical User Stories Basic knowledge in Salesforce coding to assist in application support and deliver easy use cases during HyperCare Hotfixes deliveries Basic knowledge in Tableau and Salesforce connections Experience driving system implementation, developing and executing testing strategies. Proven success identifying and tracking business issues and risks; support mitigation and resolution as required Ability to manage multiple technology projects and lead project teams Highly motivated self-starter with ability to operate in, and adapt to, a dynamic environment while learning new processes and tools quickly and efficiently. Effective written and verbal communication skills with the ability to understand technology to sufficiently and clearly communicate the complexity in simple terms for key stakeholders. Strong interpersonal skills with the ability to build relationships and networks across all levels of the organization. Must be able to work both independently and collaboratively with local and global teams Excellent time management skills with ability to multi-task and prioritize workload, while maintaining high attention to detail and meet deadlines. Must be a team player who is willing to teach, learn and share Experience with Agile Methodologies (SAFe) Minimum 2 Salesforce certification (Must have Salesforce Admin) #J-18808-Ljbffr TekBoox
- ...healthcare organizations, lenders, investment banks, law firms, and other... ...intersection of healthcare, business, and public policy. Marwood... ...motivated Business Development Analyst to support the firm's... ...PowerPoint. Experience with Salesforce, PitchBook, Monday.com, or similar...SalesforceWork at officeLocal area
- ...services firm providing a wide range of investment banking, securities, investment management... ...strategic partner with our client’s business units and the world's leading... ...businesses. Job Description Business Analyst with Salesforce experience. Must have Salesforce CRM...SalesforceWorldwideWeekend work
- ...Business AnalystJob Requirements HM's Top Needs:1. Lead business analysis strategy, requirements... ..., and solution definition for strategic Salesforce initiatives.2. Translate business needs... ...or Health Cloud.The Senior IT Business Analyst will lead business analysis activities...Salesforce
$65k - $75k
...world running, including 9 out of 10 top investment banks. Room to grow – Whether you're... ...combines the agility of a high-impact tech business with the stability of a private equity... ...interactions and pipeline activity within Salesforce and Apollo platforms Collaborate with...SalesforceWork at officeRemote work$105k - $135k
...Gen II Fund Services is seeking a Client Success Analyst in New York to enhance its Salesforce platform. Your responsibilities will include analyzing business requirements, documenting solutions, and driving platform adoption to meet client service goals. The ideal candidate...Salesforce$104k - $168k
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and... ...Operating Office(COO) supports the business seamlessly across all geographic regions... ...industry and banker leveraging internal CRM (Salesforce.com) and third-party data providers...SalesforceFull timeWork experience placementWork at office- ...Inallmedia.com is seeking a Salesforce Business Analyst to drive a greenfield Salesforce Data Cloud implementation in a fully remote U.S. environment. You will align business needs from Marketing and Product with technical delivery teams to craft unified data flows...SalesforceRemote work
- ...and integrations Ability to gather, refine, and translate business requirements into technical deliverables Strong... ...environments Preferred Skills: Power BI Tableau Salesforce exposure Azure exposure Capital Markets exposure preferred...Salesforce
- ...Salesforce Business Analyst/Admin/Capital MarketsNew York City, NY (Hybrid) 12+ Months Web cam Interview UPDATE: The manager will also consider... ...Capital Markets/Trading Experience – Not Retail Or Commercial Banking. Experience required on a resume and for submittal: How...Salesforce
$71.3k - $106.8k
...success.What You'll Be DoingThe Business Development Associate is... ...prospective clients using Salesforce technologyImplement... ...global wealth management and investment banking firm serious about innovation... ...financial advisors, research analysts, project managers, marketing...SalesforceLocal areaFlexible hours- ...Business Analyst - IM IT Sales Tech Hybrid The Business Analyst will work with all members of the Sales Tech team to implement and support... ...Platform – Nice to have Knowledge or experience with Salesforce CRM System Strong problem identification and problem-solving...Salesforce
- ...Business AnalystMinimum of 5 years of experience as a business analyst on legacy system replacement and workflow development projects.Customer-centric mindset with... ...working in pension administration.Experience with Salesforce configuration.Scrum experience.Product owner...Salesforce
$110k - $127.5k
...actively connects job seekers with millions of businesses of all sizes through innovative mobile... ...This Senior Revenue Operations Business Analyst plays a key role in advancing the... ...applies industry best practices to the Salesforce platform. This role works to understand...SalesforceFull timeRemote workFlexible hours- ...IT Business AnalystKey Words For This Position: Investor Relations – Client Onboarding -... ...VideoJob Description:Seeking an IT Business Analyst to support its Institutional Private... ...processesHands-on experience with CRM systems (e.g., Salesforce or similar platforms)Advanced Excel...SalesforceLocal area3 days per week
- ...objectives, process workflows and progress of business concepts.Assist in maintaining and... ...backup to the Senior Manager, Business Analyst and support for outstanding projects.Design... ....Knowledge of Microsoft Dynamics or Salesforce CRM.Knowledge of Business Intelligence tools...SalesforceWork at office
- ...Senior Business Analyst Acumen Solutions is the trusted leader in Enterprise Cloud Transformation, helping organizations realize dramatic... ...our open position. Job Description We are seeking Salesforce Business Analysts across all Acumen Solutions locations, including...SalesforceFor contractorsLocal area
- ...Salesforce Business Analyst Location: Remote Job Type: Full-time, Permanent About AllCloud AllCloud is a leader in amplifying organizations’ cloud potential through AI. With a track record of hundreds of successful migrations and implementations across AWS and Salesforce...SalesforcePermanent employmentFull timeLocal areaRemote workFlexible hours
- ...Job Title: Business Analyst Location: New York Duration:6 Months... ...technology solutions within private banking, asset management, and... ...Income, Alternatives) Investment lifecycle Risk profiling... ...systems (PMS) CRM platforms (Salesforce, Microsoft Dynamics)...Salesforce
$60k - $125k
...exact role. At PMF we fund American business when the big banks tell them no. We support restaurants... ...tighten. It moves faster than investment banking, it pays on execution instead... ...Familiarity with CRM tools such as Salesforce is a plus. Who Thrives Here? Sales...SalesforceContract workFor contractorsWork experience placementWork at office- ...Role: Business Analyst Location: Brooklyn, NY (Hybrid At least 2 days onsite) Duration: Long Term Responsibilities Translate business needs... ...working in Pension Administrations Experience with Salesforce configuration Scrum experience Product Owner experience #J-1...Salesforce
- ...Salesforce Business AnalystWe are seeking an experienced Salesforce Business Analyst to translate business requirements into scalable and efficient solutions across the Salesforce ecosystem. The ideal candidate will have hands-on experience with Salesforce Service Cloud...Salesforce
- ...500, and many of the largest banks to make it easy for people to... ...London and Amsterdam. Our New Business team at Plaid combines deep... ...modernizing the banking and investment experience. In this role, you... ...to quit. Proficiency in using Salesforce.com or other CRM. Experience...SalesforceWork experience placementLocal area
- 1199SEIU seeks a Business Analyst in New York to support funds systems and CRM implementations. You will gather requirements, document workflows... ...BA experience, with familiarity in CRM tools (Dynamics, Salesforce), QlikView, SQL, and Azure DevOps. Strong communication and...Salesforce
$28 - $35 per hour
...About the job Junior Level Business Analyst Description 1+ Years of experience is preferred A bachelor's is a plus Analyze... ...-be process flows to support the design and development of Salesforce solutions for clients. Work collaboratively with team...SalesforceHourly payContract workShift work- ...Job Responsibilities Gather and analyze business, data, and functional requirements Translate requirements into BRDs, FRDs, user stories... ...) Collaborate on Snowflake data warehouse, Azure cloud, and Salesforce integrations Perform data analysis, mapping, and lineage...Salesforce
- ...Salesforce Business AnalystNYC and Boston – 3-4 days office is must for this role – 3 days a week in client officeRole OverviewThe Salesforce Business Analyst plays a critical role in translating business needs into scalable, efficient solutions across the Salesforce...SalesforceWork at office3 days per week
$30 per hour
...specialists delivering tailored investment solutions, advisory services... .... The team you’ll join The Business Development ("BD") team... ...sales professionals. The BD Analyst/Intern will also support the... ...data in the firm's CRM system (Salesforce) on behalf of and in...SalesforceSummer workInternshipWork at officeLocal areaVisa sponsorship- ...Our client is looking for an Technical business Analyst in a long term project in Iselin... ...Services experience, especially in Private Banking / Wealth Management / Asset Management,... ...in client onboarding, CRM systems, like Salesforce, Workflows systems like Pega and KYC...SalesforceLong term contractWork experience placement
$71k - $121k
...Business Development RepresentativeAs a Business Development Representative reporting to... ...CRM and sales engagement tools such as Salesforce, LinkedIn Sales Navigator, or similar platforms... ...SaaS, FinTech, capital markets, banking, risk, compliance, or regulatory technology...SalesforceTemporary workWork at officeHome officeFlexible hours3 days per week- ...Senior Business AnalystWe are seeking a Senior Business Analyst with strong experience in Distributed Energy Services (DES), Customer Project Management Systems (CPMS), PowerClerk, Project Center, Salesforce, and Pega Cloud. This role requires expertise in enterprise...Salesforce
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