Salesforce Business Analyst Capital Markets

Hamilton, MT - USA

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Role: Salesforce Business Analyst Capital Markets

Location: Hamilton NJ

Experience: 8 - 12 years of experience

Job Description

Must Have Technical/Functional Skills

Bachelors degree in Business Finance Information Systems or related field.
5 years of Business Analyst experience including 3 years supporting Salesforce platforms.
Strong understanding of Capital Markets workflows including:
Sales & Trading processes
Institutional client coverage
Deal lifecycle (ECM/DCM/M&A)
Research distribution and compliance rules
Hands-on experience creating user stories process flows BRDs FRDs and test cases.
Proficient in Salesforce capabilities such as Sales Cloud FSC workflows validation rules reports dashboards.

Roles & Responsibilities

We are seeking a highly analytical and business-savvy Salesforce Business Analyst to support our Capital Markets business this role you will partner with front-office middle-office and technology teams to design enhance and optimize Salesforce solutions that enable better client engagement deal management regulatory compliance and operational efficiency. This position requires strong domain expertise in Capital Markets hands-on experience with Salesforce (Sales Cloud Service Cloud Financial Services Cloud) and the ability to translate complex business needs into scalable CRM capabilities.

Key Responsibilities

Business Analysis & Requirements

Partner with Capital Markets stakeholders (Sales & Trading Research Syndicate Compliance) to gather document and validate business requirements.
Create functional specs process maps user stories acceptance criteria and business rules.
Analyze current-state workflows and identify automation/improvement opportunities within Salesforce.

Salesforce Solutioning

Design Salesforce solutions supporting pipeline management investor onboarding account hierarchy interaction tracking KYC/AML workflows research distribution and regulatory requirements.
Collaborate with Salesforce admins developers and architects to translate requirements into technical solutions.
Lead UAT planning test case creation execution and defect management.

Capital Markets Support

Enhance CRM features supporting deals: IPOs ECM/DCM transactions M&A investor allocation and relationship intelligence.
Streamline front-office workflows around client segmentation coverage models and call reporting.
Support encryption supervisory workflows and compliance reporting aligned with regulatory expectations.

Data & Reporting

Define and validate data models mappings hierarchies and integration requirements with downstream systems (e.g. trade research compliance).
Partner with data teams to ensure high-quality customer issuer and investor data.
Build dashboards and reports for deal teams leadership and compliance functions.

Stakeholder Engagement

Conduct workshops training sessions and release reviews with business users.
Maintain a clear p roduct backlog aligned with Capital Markets strategic priorities.
Serve as a liaison between business and technical teams ensuring alignment and clarity.

Role: Salesforce Business Analyst Capital Markets Location: Hamilton NJ Experience: 8 - 12 years of experience Job Description Must Have Technical/Functional Skills Bachelors degree in Business Finance Information Systems or related field. 5 years of Business Analyst experience including 3 y...