Business Analyst - Capital Markets with Salesforce CRM

Role Overview

We are seeking a hands-on, data-driven Business Analyst with experience in Capital Markets and Salesforce CRM to support global technology initiatives. The ideal candidate will combine strong analytical and problem-solving skills with deep financial data fluency and a solid understanding of CRM systems.

This role will involve partnering with product owners, business stakeholders, and data engineering teams to define requirements, map data flows, validate data quality, and deliver actionable insights in a dynamic, fast-paced environment.

Key Responsibilities

• Translate complex business challenges into clear, measurable requirements, user stories, and acceptance criteria.
  
• Maintain and prioritize the data and analytics backlog using tools such as Jira.
  
• Write and review SQL queries to explore datasets, validate business logic, and perform root-cause analysis of data and integration issues.
  
• Collaborate with business and technical teams to design and implement Salesforce CRM enhancements and ensure proper data integration with downstream systems.
  
• Develop and maintain data mapping documentation, data lineage, and cataloging efforts to ensure data traceability and consistency.
  
• Partner with data engineering and reporting teams to design dashboards and reports that deliver meaningful insights to business users.
  
• Monitor and enforce data quality standards, identify anomalies, and recommend sustainable corrective actions.
  
• Manage and track data-related requests and incidents, ensuring timely resolution and stakeholder communication.
  
• Support Agile ceremonies and provide regular updates on progress, risks, and dependencies.
  

Skills & Qualifications

• 3–5+ years of experience as a Data or Business Analyst in the Capital Markets domain.
  
• Strong working knowledge of Salesforce CRM, including data model understanding, reporting, and integrations with financial systems.
  
• Proficiency in SQL (joins, CTEs, window functions) and comfort analyzing large, complex datasets.
  
• Experience working with financial data—exposure to investment banking, asset management, or private equity preferred.
  
• Strong analytical mindset with the ability to perform root-cause analysis, define hypotheses, and provide actionable recommendations.
  
• Skilled in requirements gathering, data mapping, reconciliation, and documentation with a high level of accuracy and attention to detail.
  
• Experience with modern data warehouses (e.g., Snowflake, Redshift, or equivalent) and BI tools (e.g., Tableau, Power BI, or Sigma).
  
• Familiarity with Jira and ServiceNow for backlog and incident management; understanding of Agile delivery frameworks.
  
• Excellent written and verbal communication skills, with the ability to present complex technical concepts to both technical and business audiences.