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Business Analyst / Salesforce


Company is an industry leader with over $10 billion in assets under management/assets under advisement.  Company develops and manages a comprehensive suite of tactical investment solutions designed to fit into a wide range of portfolios for institutions, private investors and their financial advisors.  Their tactical investment strategies seek to enhance risk-adjusted returns by aligning capital with risk assets in periods of market strength, and by allocating to defensive assets in periods of market weakness.  Strategies are designed by an experienced team of individuals with strong quantitative backgrounds and who understand the responsibilities that come with professional asset management.  Company offers competitive compensation and benefits packages, including medical, dental, and vision benefits, as well as a 401(k) plan.


-Lead a team of professional to complete project objectives.
-Direct the activities of others and be responsible for reviewing the quality of deliverables of others.
-Develop the Salesforce strategic roadmap and socialize it to stakeholders and business partners.
-Oversee and analyze the collection and interpretation of requirements into technical deliverables.
-Analyze processes and workflows to design more efficient information flow for IT metrics.
-Oversee the configuration and development to accommodate changes in the roadmap.
-Devise or modify procedures, including documentation, to solve complex problems while considering the enterprise systems and company goals.
-Create communication plans for knowledge transfer to executives.
-Collaborate on future system enhancements.


-Bachelor’s degree in Computer Science or related field.
-Experience as a Business Analyst.
-4+ years’ of experience working with Salesforce.
-One or more Salesforce certifications is a plus.
-Advanced knowledge of Microsoft Office products, particularly Excel.
-Proficient in writing clear, effective documentation.
-Highly accurate with meticulous attention to detail.
-Excellent problem solving capabilities.
-Strong project manager, capable of juggling multiple projects involving various end users, meet deadlines and proactively communicate status updates.
-Demonstrate calm under pressure and be a proactive contributor with an eagerness to learn.

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