Snr Asset Mgmt Applications Business Analyst
GlobalchannelmanagementChicago, Illinois, United States2 days ago
Job type
- Full-time
- Quick Apply
Job descriptionPartner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility. Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform. Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations. Conduct gap analyses to identify where candidate platforms alignor divergefrom organizational needs. Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
Snr Asset Mgmt Applications Business Analyst needs 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
Snr Asset Mgmt Applications Business Analyst requires :
- Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
- Chicago, IL; Iselin, NJ; Charlotte, NC
- Background in asset management, financial services, or intermediary distribution
- Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
- Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
- Deep understanding of Salesforce CRM and its data structures
- Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
- Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
- Excellent documentation, facilitation, and presentation skills
Snr Asset Mgmt Applications Business Analyst duties :
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Application Analyst • Chicago, Illinois, United States
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