Diverse Lynx
Overview
Job Title:
Salesforce Business Analyst _ Capital Markets Location:
Hamilton, NJ (Onsite) Duration:
Fulltime Salary:
110K - 120K/Year Roles and Responsibilities
Must Have Technical/Functional Skills 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. 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. Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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Job Title:
Salesforce Business Analyst _ Capital Markets Location:
Hamilton, NJ (Onsite) Duration:
Fulltime Salary:
110K - 120K/Year Roles and Responsibilities
Must Have Technical/Functional Skills 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. 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. Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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