Salesforce Business Analyst _ Capital Markets
Tata Consultancy Services, Mercerville-Hamilton Square, New Jersey, United States
Qualifications
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:
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 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.
Job Description 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.
TCS Employee 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
Qualifications:
BACHELOR OF COMPUTER SCIENCE
#J-18808-Ljbffr
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:
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 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.
Job Description 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.
TCS Employee 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
Qualifications:
BACHELOR OF COMPUTER SCIENCE
#J-18808-Ljbffr