Business Analyst with Salesforce and Fundraising

Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc.

Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs, creating workflows, setting up fields, data uploads, building inline reporting

Excel Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of data into a meaningful summary for business users

Meticulous attention to detail, ability to compare different datasets, determine how they differ and troubleshoot differences with QA team

Deep understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL

Experience in the buy-side finance industry, including PE and open-ended funds