CRM Business Analyst - Institutional Asset Manager

CRM Business Analyst - Institutional Asset Manager

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A global asset manager is seeking a Senior Business Analyst for an initial 6‑month engagement working on a multi‑year Salesforce programme. The role is hybrid, with 2‑3 days working in the London City offices, budgeted for a 2‑year book of work, and offers the opportunity to work with a globally recognised, reputable asset‑management business.

A global investment manager is also seeking a Senior Business Analyst with expertise in Salesforce and institutional asset management to join a multi‑year CRM transformation programme. This role offers the opportunity to shape how Salesforce empowers Distribution, Marketing, Servicing, and Finance teams through enhanced functionality and data‑driven insights.

• Collaborate across business units (Sales, Marketing, Servicing, Finance) to optimise CRM capabilities and processes.
• Develop robust client and product data models within Salesforce for global scalability.
• Produce high‑quality business change documentation and manage requirements using JIRA.
• Facilitate workshops and stakeholder engagement sessions to gather insights and drive consensus.
• Work closely with cross‑functional teams (UX, Data, Engineering) to deliver tailored solutions.

• Extensive experience as a CRM/Salesforce Business Analyst gained within institutional asset management.
• Strong understanding of client/product data models; familiarity with tools like Data Cloud or Tableau is a plus.
• Proven ability to document processes using enterprise BPM systems and manage requirements via JIRA.
• Exceptional communication skills to bridge technical teams and business users effectively.
• Collaborative mindset with adaptability to manage multiple work streams in fast‑paced environments.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates.

Mid‑Senior level

Full‑time

Project Management

Investment Management