Snr Asset Mgmt Business Analyst

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

• Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., Sales Page, Broadridge Sales Vision, 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

• 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 align or diverge from organizational needs.
• Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.