Salesforce Business Analyst/Admin/Capital Markets
Syntricate Technologies Inc, New York, NY, United States
Salesforce Business Analyst/Admin/Capital Markets
New York City, NY (Hybrid)
12+ Months
Web cam Interview
UPDATE: The manager will also consider Salesforce Administrators out of Capital Markets environments. This is largely a support position.
Requirement Notes (Candidate Job description below) :
We need a senior (10+ years) Salesforce Business Analyst with
experience supporting SFDC projects in Capital Markets Environments. Candidates must be able to do both Traditional BA work as well as Troubleshooting/support Salesforce issues. Candidates must have Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar) as well as a Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows.
Candidates Must Also Have Recent Capital Markets/Trading Experience Not Retail Or Commercial Banking.
Experience required on a resume and for submittal:
How many years working with: Salesforce Business Analyst or Administrator How many years working with: Capital Markets experience How many years working with: Salesforce configuration, automation logic, Apex concepts, and Flows How many years working with: Salesforce Configuration
Job Description:
Key Responsibilities
Partner with Fundraising and Investor Relations stakeholders to gather, document, and refine detailed business and functional requirements. Translate business needs into scalable Salesforce solutions in collaboration with developers and architects. Analyze, troubleshoot, and support Salesforce production issues, including pipeline and workflow challenges. Work with Apex, Salesforce Flows, and platform configuration to understand system logic and recommend enhancements. Evaluate current Salesforce setup at Fortress and identify opportunities to optimize workflows, automation, and reporting. Create user stories, process flows, BRDs, and functional specifications aligned with Agile delivery practices. Act as a liaison between business users, technology teams, and external vendors to ensure solutions meet operational and regulatory requirements. Support data integrity initiatives, investor onboarding workflows, and CRM enhancements tied to fundraising activities. Participate in solution design sessions, UAT coordination, and release planning. Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience.
Required Qualifications
Strong experience as a
Salesforce Technical Business Analyst
within financial services (asset management, private equity, hedge fund, or similar). Solid understanding of
Salesforce configuration, automation logic, Apex concepts, and Flows. Experience troubleshooting pipeline or workflow issues within Salesforce environments. Proven ability to write high-quality business requirements and collaborate closely with engineering teams. Strong communication skills with the ability to quickly learn complex business processes and stakeholder needs.
Preferred Skills
Experience supporting Fundraising, Investor Relations, or CRM platforms in alternative asset management. Familiarity with Agile/Scrum delivery models and stakeholder workshops. Background working in regulated financial environments with strong attention to data governance and process controls.
New York City, NY (Hybrid)
12+ Months
Web cam Interview
UPDATE: The manager will also consider Salesforce Administrators out of Capital Markets environments. This is largely a support position.
Requirement Notes (Candidate Job description below) :
We need a senior (10+ years) Salesforce Business Analyst with
experience supporting SFDC projects in Capital Markets Environments. Candidates must be able to do both Traditional BA work as well as Troubleshooting/support Salesforce issues. Candidates must have Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar) as well as a Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows.
Candidates Must Also Have Recent Capital Markets/Trading Experience Not Retail Or Commercial Banking.
Experience required on a resume and for submittal:
How many years working with: Salesforce Business Analyst or Administrator How many years working with: Capital Markets experience How many years working with: Salesforce configuration, automation logic, Apex concepts, and Flows How many years working with: Salesforce Configuration
Job Description:
Key Responsibilities
Partner with Fundraising and Investor Relations stakeholders to gather, document, and refine detailed business and functional requirements. Translate business needs into scalable Salesforce solutions in collaboration with developers and architects. Analyze, troubleshoot, and support Salesforce production issues, including pipeline and workflow challenges. Work with Apex, Salesforce Flows, and platform configuration to understand system logic and recommend enhancements. Evaluate current Salesforce setup at Fortress and identify opportunities to optimize workflows, automation, and reporting. Create user stories, process flows, BRDs, and functional specifications aligned with Agile delivery practices. Act as a liaison between business users, technology teams, and external vendors to ensure solutions meet operational and regulatory requirements. Support data integrity initiatives, investor onboarding workflows, and CRM enhancements tied to fundraising activities. Participate in solution design sessions, UAT coordination, and release planning. Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience.
Required Qualifications
Strong experience as a
Salesforce Technical Business Analyst
within financial services (asset management, private equity, hedge fund, or similar). Solid understanding of
Salesforce configuration, automation logic, Apex concepts, and Flows. Experience troubleshooting pipeline or workflow issues within Salesforce environments. Proven ability to write high-quality business requirements and collaborate closely with engineering teams. Strong communication skills with the ability to quickly learn complex business processes and stakeholder needs.
Preferred Skills
Experience supporting Fundraising, Investor Relations, or CRM platforms in alternative asset management. Familiarity with Agile/Scrum delivery models and stakeholder workshops. Background working in regulated financial environments with strong attention to data governance and process controls.