Principal Salesforce Business Analyst - Investment Management - CGT

Business Area: Asset Management Platform

Location: London

Reporting to: Client Technology Delivery Lead

Job title: Principal Salesforce Business Analyst

We are seeking an experienced Business Analyst with a proven track record of driving successful technology design and delivery. The ideal candidate should have high standards, an eye for detail, a continuous improvement mindset, and a strong analytical toolkit. A deep understanding of the financial services industry is essential. The candidate should be able to influence senior stakeholders, deliver business value, and demonstrate a passion for innovation.

They should be comfortable working in a pre-programme mobilisation environment as well as supporting analysis on in flight delivery programmes through to production

Our client is a global investment manager, helping institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

The Asset Management Platforms department at is a global technology change delivery function that oversees and executes all technology delivery within the organization. The Client Engagement team sits within Client Technology and is responsible all platforms associated with the provision of client relationship management with a strong emphasis on Salesforce. The core team is responsible for understanding business needs, solving complex problems, mobilizing and delivering large change programs, and maintaining the integrity of the Salesforce platform and associated capabilities.

• Partner with the Product Lead and senior business stakeholders across Client Engagement, collaborating with multiple domains spanning both our Public and Private businesses.
• Lead analysis across complex change and early-stage (pre-project) initiatives—translating ambiguous problems into clear, actionable outcomes.
• Shape and validate end-to-end business requirements, ensuring they are understood, prioritised, and delivered through to successful adoption and measurable value.
• Drive proof-of-value and proof-of-concept work to rapidly test ideas, de-risk delivery, and build compelling cases for investment.
• Support data integration initiatives, helping connect Salesforce with upstream and downstream platforms to enable joined-up client journeys and high-quality insight.
• Harness emerging AI capabilities to enhance productivity, decision-making, and client engagement—identifying practical use cases and guiding them from concept to implementation.

• Extensive experience in technology change delivery within a large global finance services organisation.
• Exceptional stakeholder management and communication skills, with the ability to influence at all levels.
• Strong analytical skills such as business process modelling, requirements gathering, technical diagramming, and workshop facilitation.
• A background in Salesforce with Salesforce Certified Platform Administrator certification as a minimum
• Other associated certifications such as Certified Business Analyst, Certified Sales Cloud Consultant as optional
• Ability to take a holistic view to determine the target state proposal. The outcome will often include changes to the Business Operating Model and Data architecture alongside the Technology Platform.
• Proficient in using technical diagramming and white boarding tools.
• Good eye for detail, hands on experience of producing technical specifications and gap analysis outputs Strong written and verbal presentation skills.
• Broad experience of business analysis across a number of different capabilities, system and teams; number of different (positive) experiences is valued higher than…