Salesforce business analyst in asset management

We are seeking an experienced Business Analyst with a strong background in technology delivery within Financial Services. This role will partner with senior stakeholders to drive business transformation, shape innovative client technology solutions, and support strategic initiatives across client engagement platforms.

• Partner with Product Leads and senior business stakeholders across multiple business domains.
• Lead requirements gathering, business process analysis, and solution design for complex technology initiatives.
• Translate ambiguous business challenges into clear, actionable outcomes and delivery roadmaps.
• Drive proof-of-concept and proof-of-value initiatives to support business cases and investment decisions.
• Support Salesforce and data integration programmes, enabling seamless customer journeys and enhanced business insight.
• Identify and leverage AI-enabled opportunities to improve productivity, decision-making, and client engagement.
• Produce high-quality business requirements, process models, gap analyses, and functional specifications.

• Extensive Business Analysis experience within large Financial Services organisations.
• Strong stakeholder management and communication skills with the ability to influence at all levels.
• Expertise in requirements gathering, workshop facilitation, process modelling, and technical documentation.
• Salesforce experience with Salesforce Certified Platform Administrator certification.
• Strong understanding of Agile, Waterfall, and hybrid delivery methodologies.
• Experience supporting business, technology, data, and operating model transformation initiatives.
• Proficiency with process mapping and technical diagramming tools.
• Experience working with global teams and stakeholders across multiple locations and time zones.
• Salesforce Administrator Certification
• Будет плюсом: Salesforce Business Analyst, Sales Cloud Consultant, or related certifications; Salesforce FSC experience highly desirable; Experience within Asset Management, Wealth Management, or broader Financial Services; Exposure to AI-enabled solutions and customer engagement platforms

• Shape strategic business and technology initiatives.
• Partner with senior leaders across a global organisation.
• Drive innovation through Salesforce, data, and AI-enabled solutions.
• Deliver measurable business impact within a leading Asset Management platform.