Salesforce Business Analyst-Investment BankingAnd Fund Raising

The candidate must have Investment Banking withSALESFORCE & FUND RAISING -long term project.

ROLE:BUSINESS ANALYST WITH SALESFORCE& FUND RAISING

INTERVIEW:TELEPHONIC & SKYPE.

Rate:65-70 On C2C

ONSITE HYBRID- NEWYORK CITY-LOCAL ORNY/NJ/CT

OVERALL EXPEREINCE 10-12YRS

Experience: 6-8 years of CRM experience

INVESTMENT BANKING BACKGROUND - NO SHORT-TERM PROJETS

Position

We are looking for an enthusiastic intuitive and curious IT business analyst who can gather

requirements build reports troubleshoot issues and support our business users on a day-today basis. As a member of the Investor Solutions IT team:

Gain a deep understanding of the business and IT processes logic and applications

supporting the sales and investor relations business functions and translate into clear

process documents and visuals

Become an expert on the data and how it is all interconnected be able to easily tell

whether a report looks correct be able to help developers connect data with joins to obtain

the correct results

Suggest implement and test process improvements especially leveraging prior

experience in fundraising and marketing efforts contacts management events

management investor accounts tax and compliance reporting

Interpret user requests in laymans terms translate that into technical tasks and build new

fields workflows and sophisticated and polished reports that will help the Sales team

track activities increase outreach rates etc.

Analyze various contact investor and financial data to suggest and create new health

checks or reconciliations and work with the business team and IT team to maintain data

quality

Partner with the IT development team to design and provide clear requirements and visuals

documentation on the product to be built via web applications SQL queries APIs etc.

Work with the QA team to develop test cases/scenarios as a part of the SDLC process and

help them troubleshoot when there are data discrepancies or determine certain

discrepancies are acceptable (and be able to explain why)

Help the IT team stay organized by updating the Azure Boards ticketing system and track

status updates for our deliverables

Research and test new potential applications for the team

Required Skills

• Strong experience with CRM systems (i.e. Salesforce Dynamo) such as designing UIs

• creating workflows setting up fields data uploads building inline reporting
• Experience in the buy-side finance industry including PE and open-ended funds
• Visio - taking descriptions of processes and converting into a meaningful Visio diagram with
• swim lanes
• Excel - Pivot Tables functions such as VLOOKUP SUMIF and combining various tabs of
• data into a meaningful summary for business users
• Power BI - build reports from preset views or custom SQL queries joining multiple data
• sources adding Calculated Fields and Parameters to create a visual interactive experience
• for business users
• SQL - Writing and editing basic queries based on preset views ability to look at a query to
• help troubleshoot
• Deep understanding of how data is connected comfortable joining different tabs in Excel
• at a minimum ideally also able to join datasets within SQL
• Ability to communicate technical information with colleagues as well as senior
• management who may not have a technical background be able to understand what a
• business user needs and explain that in technical terms to the development team
• Collaborate with power users and partner with other team members to arrive at the best
• possible solutions to problems presented by the business
• Meticulous attention to detail ability to compare different datasets determine how they
• differ and troubleshoot differences with QA team
• Commitment to data quality and completeness and is willing to perform some various
• tasks to ensure data accuracy
• Independent work ethic highly organized and adaptable in a fast-paced high stakes
• environment ambition to proactively seek answers and improve proc

Required Skills:

SalesforceBusiness AnalysisFund RaisingInvestment Banking