Senior Business Analyst: Salesforce (Investment Management)

Synechron Inc.
London, United Kingdom
Strong Market Rates
04 Oct 2022
20 Oct 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
A leading global Investment Banking firm is looking for a Senior BA to join their CRM & Analytics team, responsible for leading the firm's global Salesforce digitalization effort. The CRM & Analytics team is at the forefront of the firms cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities.

The role will work closely with end users, product managers, UX and other technology partners to develop designs for implementation. In addition, this role will support BAU, small improvements and vendor upgrades.

  • Support product managers on large projects to produce better business outcomes
  • Analyze and decompose current state business processes
  • Define target state business processes and align functional solutions
  • Drive Information gathering activities such as surveying, analyzing and evaluating processes, products and services, by using a variety of internal and/or external data
  • Develop and present documentation supporting project initiatives including business case, project scope, business and functional requirements, user stories and "use cases" in accordance with established service levels and documentation standards.
  • Assist with all phases of SDLC with emphasis on requirements, UAT and Change Management
  • Assist in coordinating business unit subject matter expert meetings in order to solicit and cross-reference business and functional requirements
  • Help ensure project team is adhering to project plans and helping to identify and resolve discrepancies
  • Supporting product managers(s) in meetings and presentations (e.g. Meeting notes, presentation materials, business reviews / sign-off)
  • Ability to track deliverables and ensure items are closed within project timelines (e.g. Action Items, Open Questions, Requirements Sign-Off, Business Reviews, etc.)
  • Complete assigned project deliverables according to project plan and expected quality.
  • Ensure all product documentation, FAQ's, runbooks are captured and up to date
  • Work closely with change management and manage user feedback related to CRM products and features
  • Collaborate with product managers to review and prioritize feedback
  • Provide subject matter expertise for new and existing (BAU) products and first response to the production support team for CRM product team

Job requirements
  • 2 - 5 years as Business Analysis specifically within the Equity, Fixed Income or Investment Banking businesses
  • implementation and integration experience, including different business systems as well as working with integration tools
  • Excellent attention to detail and thorough documentation skills
  • Hands on experience configuring Salesforce, including workflows, validation rules, and security controls
  • Proven ability leveraging analytical and problem-solving skills in a fast-paced environment
  • Experience collaborating with business stakeholders, business process owners, technical project managers and technical teams to execute business analysis tasks
  • Inquisitive and continuously focused on identifying inefficiencies and improving business processes
  • Excellent interpersonal skills and ability to thrive in a collaborative environment
  • Goal-orientated, self-motivated and adapts to changing situations
  • Strong presentation, communication (written and verbal) skills, and interpersonal skills; must be detail orientated
  • Proficient in Microsoft Word, Excel, PowerPoint, Project, Visio, SharePoint as well as other project management and time tracking tools
  • Salesforce Certifications and SQL Knowledge (Plus but not required)

Strong market rates, immediate start/ notice
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