Snr Asset Mgmt Applications Business Analyst
Snr Asset Mgmt Applications Business Analyst needs 5 years of experience as a Business Analyst or Systems Analyst within Sales Marketing or CRM technology domains
Snr Asset Mgmt Applications Business Analyst requires:
- Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g. SalesPage Broadridge SalesVision DST or similar)
- Chicago IL; Iselin NJ; Charlotte NC
- Background in asset management financial services or intermediary distribution
- Experience with data visualization tools (e.g. Tableau Power BI) for interpreting platform outputs
- Familiarity with data governance data lineage and compliance frameworks for client and sales data
- Deep understanding of Salesforce CRM and its data structures
- Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
- Proven ability to operate in a SAFe Agile environment creating and maintaining Features Epics and Stories in Jira
- Excellent documentation facilitation and presentation skills
Snr Asset Mgmt Applications Business Analyst duties:
- Partner with Product Data Sales and Marketing stakeholders to define evaluation criteria including usability reporting capabilities scalability and data model flexibility.
- Document current-state workflows data flows and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
- Support vendor due diligence by facilitating demonstrations capturing requirements and preparing comparison scorecards and recommendations.
- Conduct gap analyses to identify where candidate platforms alignor divergefrom organizational needs.
- Collaborate with architects and data engineering teams to assess integration points between CRM data warehouse (Snowflake) and analytics platforms.
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