A reputed Investment Management Company is looking for a Technical Business Analyst with expeirence in CRM platforms like Salesforce/Dynamo.This is a Hybrid role with onsite work thrice a week. Candidates in and around NY will be preferred as there will be a face to face meeting at the final stage of interview process.
Required Skills
- Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs, creating workflows, setting up fields, data uploads, building inline reporting
- Experience in the buy-side finance industry, including PE and open-ended funds
- Visio – taking descriptions of processes and converting into a meaningful Visio diagram with swim lanes
- Excel – Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of data into a meaningful summary for business users
- Power BI – build reports from preset views or custom SQL queries, joining multiple data sources, adding Calculated Fields and Parameters to create a visual, interactive experience for business users
- SQL – Writing and editing basic queries based on preset views, ability to look at a query to help troubleshoot
- Deep understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL
- Ability to communicate technical information with colleagues as well as senior management who may not have a technical background, be able to understand what a business user needs and explain that in technical terms to the development team
- Collaborate with power users and partner with other team members to arrive at the best possible solutions to problems presented by the business
- Meticulous attention to detail, ability to compare different datasets, determine how they differ and troubleshoot differences with QA team
- Commitment to data quality and completeness and is willing to perform some various tasks to ensure data accuracy
- Independent work ethic, highly organized and adaptable in a fast-paced, high stakes environment, ambition to proactively seek answers and improve process