Business Analyst – Sales & CRM Systems

THE ROLE:

The ideal candidate will possess:

• Bachelor's degree or equivalent business experience (computer science degree preferred)
• Minimum of 7 years demonstrated experience with writing business user requirements and functional specifications
• Knowledge of Salesforce CRM system
• Excellent or and written communication skills
• Knowledge of software development and the system implementation life cycle
• Knowledge of client-server, database, system design, and technical architecture concepts
• Basic understanding of data modeling
• Strong direct database SQL query/analysis abilities
• Strong problem-solving skills
• Knowledge of Transfer Agency data, processing, and reporting
• Financial Services industry knowledge preferred
• Knowledge of Business Intelligence
• Knowledge of JIRA Agile development software

The person who secures this role will:

• Work closely with other members of the team to perform data analysis, solutions design, testing, and release management across multiple systems
• Comply with Sarbanes-Oxley and other regulatory requirements including user access and maintenance of key records
• Assist team members in evaluating and implementing vendor tools and processes
• Work with non-technical end users to interpret and document user requirements and develop functional specifications
• Participate in meetings with technical groups to ensure that all design questions (e.g., application security, data feeds, etc.) are addressed through the business analysis process
• Ensure the timely and accurate processing of internal client requests
• Develop a “partnering” relationship with clients through continuous business education
• Serves as subject matter expert process, and/or operational proxy for end users in targeted areas of focus
• Manage operationally focused projects (e.g., non-political, data/workflow oriented)
• Participate in other Global Distribution support responsibilities as assigned
• Develop and execute test plans and test cases