Salesforce Business Analyst _ Capital Markets
Tata Consultancy Services, Mercerville-Hamilton Square, New Jersey, United States
Overview
We are seeking a highly analytical and business-savvy Salesforce Business Analyst to support our Capital Markets business functions. In this role, you will partner with front-office, middle-office, 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, hands-on experience with Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud), and the ability to translate complex business needs into scalable CRM capabilities.
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.
Roles & Responsibilities
We are seeking a highly analytical and business-savvy Salesforce Business Analyst to support Capital Markets business functions. You will partner with front-office, middle-office, 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 and hands-on experience with Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud).
Partner with front-office, middle-office, and technology teams to translate business needs into scalable CRM capabilities.
Lead workshops, requirement gathering, and collaboration with stakeholders to drive alignment.
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.
Salesforce Solutioning: Design Salesforce solutions supporting pipeline management, investor onboarding, account hierarchy, interaction tracking, KYC/AML workflows, research distribution, and regulatory requirements; collaborate with admins, developers, and architects to translate requirements into technical solutions.
UAT & Quality: 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.
Benefits Summary
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Salary Range: $110,000 - $120,000 a year.
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We are seeking a highly analytical and business-savvy Salesforce Business Analyst to support our Capital Markets business functions. In this role, you will partner with front-office, middle-office, 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, hands-on experience with Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud), and the ability to translate complex business needs into scalable CRM capabilities.
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.
Roles & Responsibilities
We are seeking a highly analytical and business-savvy Salesforce Business Analyst to support Capital Markets business functions. You will partner with front-office, middle-office, 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 and hands-on experience with Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud).
Partner with front-office, middle-office, and technology teams to translate business needs into scalable CRM capabilities.
Lead workshops, requirement gathering, and collaboration with stakeholders to drive alignment.
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.
Salesforce Solutioning: Design Salesforce solutions supporting pipeline management, investor onboarding, account hierarchy, interaction tracking, KYC/AML workflows, research distribution, and regulatory requirements; collaborate with admins, developers, and architects to translate requirements into technical solutions.
UAT & Quality: 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.
Benefits Summary
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Salary Range: $110,000 - $120,000 a year.
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