Business Analyst with Fundraising & Salesforce

Role : Business Analyst with Fundraising & Salesforce

Location: NYC, NY

Duration: 12 Months

MOI : Telephonic & Skype

Primary Skills: SQL, POWER BI, CRM, Fundraising

Need Candidates with a Minimum of 10 Years of Experience. This is 100% Onsite/Hybrid model and needs candidates from NY, NJ & CT only.

Candidates must have Investment Banking Experience.

Job Description:

We are looking for an enthusiastic, intuitive, and curious IT business analyst who can gather requirements, build reports, troubleshoot issues, and support our business users on a day-to-day basis.

As a member of the Investor Solutions IT team:

• Gain a deep understanding of the business and IT processes, logic, and applications supporting the sales and investor relations business functions, and translate them into clear process documents and visuals
• Become an expert on the data and how it is all interconnected, and be able to easily tell whether a report looks correct, and be able to help developers connect data with joins to obtain the correct results
• Suggest, implement, and test process improvements, especially leveraging prior experience in fundraising and marketing efforts, contacts management, events management, investor accounts, tax, and compliance reporting
• Interpret user requests in layman s terms, translate that into technical tasks, and build new fields, workflows, and sophisticated and polished reports that will help the Sales team track activities, increase outreach rates, etc.
• Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality
• Partner with the IT development team to design and provide clear requirements and visual documentation on the product to be built via web applications, SQL queries, APIs, etc.
• Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies or determine certain discrepancies are acceptable (and be able to explain why)
• Help the IT team stay organized by updating the Azure Boards ticketing system and tracking status updates for our deliverables
• Research and test new potential applications for the team

Required Skills:

• Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs, creating workflows, setting up fields, data uploads, and building inline reporting
• Experience in the buy-side finance industry, including PE and open-ended funds, Visio taking descriptions of processes and converting them 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, the 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, and determine how they differ, and troubleshoot differences with the QA team
• Commitment to data quality and completeness, and is willing to perform various tasks to ensure data accuracy
• Independent work ethic, highly organized, and adaptable in a fast-paced, high-stakes environment, with an ambition to proactively seek answers and improve the process