About the Role
We are seeking a highly analytical and businesssavvy Salesforce Business Analyst to support our Capital Markets business functions. In this role, you will partner with frontoffice, middleoffice, and technology teams to design, enhance, and optimize Salesforce solutions that enable better client engagement, deal management, regulatory compliance, and operational efficiency.
This position requires strong domain expertise in Capital Markets, handson experience with Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud), and the ability to translate complex business needs into scalable CRM capabilities.
Key Responsibilities
Business Analysis & Requirements
Partner with Capital Markets stakeholders (Sales & Trading, Research, Syndicate, Compliance) to gather, document, and validate business requirements.
Create functional specs, process maps, user stories, acceptance criteria, and business rules.
Analyze current-state workflows and identify automation/improvement opportunities within Salesforce.
Salesforce Solutioning
Design Salesforce solutions supporting pipeline management, investor onboarding, account hierarchy, interaction tracking, KYC/AML workflows, research distribution, and regulatory requirements.
Collaborate with Salesforce admins, developers, and architects to translate requirements into technical solutions.
Lead UAT planning, test case creation, execution, and defect management.
Capital Markets Support
Enhance CRM features supporting deals: IPOs, ECM/DCM transactions, M&A, investor allocation, and relationship intelligence.
Streamline front-office workflows around client segmentation, coverage models, and call reporting.
Support encryption, supervisory workflows, and compliance reporting aligned with regulatory expectations.
Data & Reporting
Define and validate data models, mappings, hierarchies, and integration requirements with downstream systems (e.g., trade, research, compliance).
Partner with data teams to ensure high-quality customer, issuer, and investor data.
Build dashboards and reports for deal teams, leadership, and compliance functions.
Stakeholder Engagement
Conduct workshops, training sessions, and release reviews with business users.
Maintain a clear product backlog aligned with Capital Markets strategic priorities.
Serve as a liaison between business and technical teams, ensuring alignment and clarity.
Required Qualifications
Bachelor s degree in Business, Finance, Information Systems, or related field.
5+ years of Business Analyst experience, including 3+ years supporting Salesforce platforms.
Strong understanding of Capital Markets workflows, including:
Sales & Trading processes
Institutional client coverage
Deal lifecycle (ECM/DCM/M&A)
Research distribution and compliance rules Hands-on experience creating user stories, process flows, BRDs, FRDs, and test cases.
Proficient in Salesforce capabilities such as Sales Cloud, FSC, workflows, validation rules, reports, dashboards.
Preferred Qualifications
Salesforce certifications:
Salesforce Admin (ADM201)
Business Analyst Certification
Platform App Builder (nice to have)
Experience with data integrations via MuleSoft, Informatica, or APIs.
Understanding of compliance requirements (FINRA, SEC, MiFID II).
Experience working within Agile/Scrum teams.
Key Competencies
Excellent analytical and problemsolving skills.
Strong stakeholder management and communication skills.
Ability to translate business requirements into system solutions.
Detail-oriented with strong documentation capabilities.
Ability to work in a fast-paced Capital Markets environment
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