CRM Business Analyst

New York
Posted 2 weeks ago

CRM Business Analyst

The CRM & Analytics team is a highly strategic and cross-functional team responsible for leading the firm’s global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics.  The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources.

The CRM & Analytics team is at the forefront of firm’s cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities.

Position Overview:

Business Analysts are responsible for conducting business analysis and documenting business requirements. They will work closely with end users, product managers, UX and other technology partners to develop designs for implementation. Responsibilities include:

  • Analyze and decompose current state business processes
  • Define target state business processes and align functional solutions
  • Document process flow diagrams, business/functional requirements, and user stories
  • Information gathering activities such as surveying, analyzing, and evaluating processes, products, and services, by using a variety of internal and/or external data
  • Assist with all phases of SDLC with emphasis on requirements, UAT and Change Management
  • Assist in coordinating business unit subject matter expert meetings in order to solicit and cross-reference business and functional requirements
  • Help ensure project team is adhering to project plans and helping to identify and resolve discrepancies


  • 3+ years in a large organization or major consulting organization focused on a Business Analysis within the Equity, Fixed Income, or Investment Banking businesses
  • Keen interest in learning new process and technologies
  • Inquisitive and continuously focused on identifying inefficiencies and improving business processes
  • Thorough documentation skills
  • Excellent interpersonal skills and ability to thrive in a collaborative environment
  • Goal-orientated, self-motivated and adapts to changing situations
  • Strong organizational and analytical skills; must be detail orientated
  • Salesforce or Tier1 knowledge


Job Features

Job CategoryBanking, Finance, Technology

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