Business Systems Analyst/Architect SFDC Investment Management

Company: Daley And Associates, LLC
Location: New York
Posted on: February 25, 2021

Job Description:

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  Business Systems Analyst/Architect SFDC Investment Management
  • Date Posted January 14, 2021
  • Location New York, New York
  • Job Type Direct
  • Job ID 17026 Our client, a prestigious Investment Manager with a heavy Bi-Coastal presence (NYC & LAC), is looking to hire an experienced Business Systems Analyst/ Architect with strong Salesforce.com , Power BI , SQL predominantly in the investment management industry.
    • This is a very hands-on role so while we're looking for someone with a good amount of Salesforce experience, it's very important for the ideal candidate to be willing to be hands-on (a techno functional BA).
    • looking for this indiv to "own" the Salesforce space from a BA and PM standpoint. strategize on projects, manage projects, make recommendations, partner with key stakeholders
    • Salesforce experience is a definite must
    • Ability to manage all Salesforce initiatives between users and stakeholders
    • Ability to solution and problem solve effectively
    • Strong understanding and ability to move projects along (hence the project management part of the role)
    • Deep understanding of:
      • Some form of Agile methodology
      • SQL
      • Reporting experience (we use Power BI so that would be ideal)
      • Strong communicator and strong presence (as they will be interacting with the business and senior professionals)
      • We'd ideally love to see candidates from the asset management space or banks
      • Good to have includes data modeling and data warehousing skills SUMMARY Our clientis seeking a highly motivated techno functional business analyst, Salesforce configuration and administration expert to join our corporate technology team. Candidate must have strong hands-on technical expertise with Salesforce.com, PowerBI modelling and report building, Investor Portal, Data Warehouses, SQL and SSRS. Financial Services domain knowledge is preferred. Candidates should have excellent client facing skills and be able to articulate technical issues. REPORTING RELATIONSHIPS Reports to: Vice President, Application Development PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES --- The role will be the primary Point of Accountability for all stakeholders and other parties for planning, day to day execution, management, implementation, and reporting of project deliverables. --- Will be responsible for managing and monitoring project tasks and controls during project planning and delivery activities to ensure projects are on-time, and quality goals are met within scope and budget. --- Lead any requirement gathering sessions, and manage enterprise project plans, timelines, and roadmaps for Salesforce. --- Work closely with business leadership to respond to, and proactively identify, challenges that can be solved with system and/or process improvements. --- Lead the discovery, delivery and communication of system changes to the business. --- Educate and evangelize CRM best practices to stakeholders to ensure solutions delivered are best of breed. --- Work closely and effectively with the Business Applications team to maintain consistent process and documentation around requirements, design, development & deployment. --- Prepare necessary documentation and perform adequate knowledge transfer to the App Support team. --- Act as a primary support point and escalation point for L2/L3 Salesforce issues. Participate in an afterhours support if necessary. --- Perform escalations when necessary to Salesforce or internal departments and work with the other party to resolve the issue to the satisfaction of the end user. --- Work with the Business owners, Technology Business Analysts and vendors to help create/code/configure enhancements as requested by the business stakeholders. --- Work effectively in a team environment to provide enhancements and support to all stakeholder in a timely manner. --- Collaborate with stakeholders and the technology team to deliver product strategy and build short and long-term product plans --- Prepare Salesforce environments to be deployment ready. --- Takes guidance from technical lead regarding technical feasibility that aims to minimize customization --- Implement Salesforce-based technical solutions following best practices based on the most appropriate architecture and requirements QUALIFICATIONS Education:
        • BS in Computer Science or equivalent technical training and professional work experience
        • Salesforce certifications are a plus. Experience Required:
          • 5+ years of Salesforce.com experience, preferably with strong knowledge of Administration and the Lightning Experience.
          • Proven experience with Salesforce configuration (Workflow, Process Builder, UI updates, Reporting, etc.)
            • Experience in documenting report requirements and building reports. For example: PowerBI report modelling and building
            • Experience working Investor Portal and Investor related data structure
            • Strong strategic thinker and problem solver.
            • Proven track record of successful project management and transformative deliverables.
            • Experience working in an Agile/Scrum environment.
            • Knowledge of Jira, Agile methodology tools.
            • Exceptional attention to detail.
            • Excellent interpersonal and organizational skills and an ability to communicate effectively with both technical and non-technical stakeholders.
            • Must have excellent oral and written communication, presenting, meeting facilitation, negotiation, interpersonal, decision making, and problem-solving skills.
            • Experience providing end-to-end ownership.
            • Research and find opportunities to utilize SFDC best practices, guidelines to improve system productivity, scaling and monitoring
            • Experience with Salesforce API (REST, SOAP, Metadata, etc.)
            • Ability to work with a cross-functional teams to maintain and enhance Salesforce applications in iterative release cycles
            • Advanced knowledge of project management methodologies i.e. Agile, Scrum, Kanban.
            • Understanding of data management concepts like MDM, data quality management, data governance For immediate consideration, please email a resume to Kenny at kwilliams@daleyaa.com #LI-KW1
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Keywords: Daley And Associates, LLC, New York , Business Systems Analyst/Architect SFDC Investment Management, Professions , New York, New York