Business Analyst/Front Office Technical
3B Staffing LLC, New York, NY, United States
Business Analyst/Front Office Technical/
Hybrid/NYC -
1 year+ -
No OPT , H1 accepted
Requirement Notes (Candidate Job description below) : We need two
Front Office Business analysts
with extensive and recent experience supporting Trading/Capital markets front office projects. Candidates must
be enthusiastic and intellectually curious
technical business analyst
who has
front office domain knowledge
and enjoys the quick pacing and urgency required to support the various deal teams , with responsibilities including: Develop a deep understanding of the business and IT processes, logic, and applications supporting the
deal pipeline lifecycle , and translate them into clear process documentation and visuals. Support, implement, and test system improvements, especially leveraging prior experience in fundraising and marketing efforts, contact management, events management, investor accounts, tax, and compliance reporting. **** CANDIDATES MUST HAVE RECENT FRONT OFFICE TRADING AND DEAL PIPELINE EXPERIENCE.
***
All submittals must Include:
Driver's license or State ID
Link to the candidates LinkedIn account.
Below submittal Format
***
Experience required on a resume and for submittal:
1. How many years working with: Business Analyst
2. How many years working with: Capital Markets
3. How many years working with: Front Office experience
4. How many years working with: Private asset classes and investment management business processes
5. How many years working with: Supporting the deal pipeline lifecycle, and translate them into clear process documentation and visuals
*** Please provide all the below
information in the required format for Client submittal along with State ID or Driver's License. All the requested details must be supplied for client submittal.
Full Name
as per Passport or Driver's License:
Candidates Rate:
Candidates current (Now) Location:
Availability to Interview: One Day's notice
Availability to Start:
Email Address:
Phone Number:
Visa Status:
Education - College/Year of graduation:
Link to LinkedIn?
Certifications (Please list)?
Job Description:
Managers Notes:
I'd like to make sure they have more of the domain and asset class knowledge how a deal gets closed for real estate, loans, etc. and good in excel (even SQL!). Salesforce we can teach. PBI is more like having the experience on how to design the dashboard and what metrics are meaningful;
Overview
The Business Analyst role helps manage the technology platform primarily used by the Deal teams across business to support deal origination, outreach, and pipeline management. This includes
Salesforce Sales Cloud
as the key system for logging contacts and originations, deal pipelines, and CRM as well as other ancillary applications used for reporting such as
Fintex DataRoom, Power BI/Tableau, SSRS, and Excel.
Qualifications / Skills
Experience with
private asset classes and investment management business processes , including deal origination, prospect outreach, and pipeline management within
closed-end and open-ended funds .
Experience with
CRM pipeline systems (Salesforce, DealCloud, etc.) , including:
Designing UIs
Creating workflows
Setting up fields
Data uploads
Building inline reporting
Ability to translate process descriptions into
visual diagrams
(e.g., swim lane diagrams) using tools like
Visio or Lucidchart .
Strong
Excel skills , including functions such as
VLOOKUP, XLOOKUP , and combining multiple datasets into meaningful summaries.
Experience with
Power BI or Tableau
to build reports from preset views or custom SQL queries, joining multiple data sources, and creating calculated fields and parameters to build interactive dashboards.
SQL knowledge , including writing basic queries and troubleshooting queries.
Understanding of
how CRM data is connected , including joining different tables in Excel and ideally datasets within SQL.
Ability to communicate
technical information clearly
to both technical and non-technical stakeholders.
Ability to interpret what a
business user needs
and explain those needs technically to the development team.
Strong collaboration with power users and team members to determine the best possible solutions.
Meticulous attention to detail , including comparing datasets, identifying discrepancies, and working with QA teams to troubleshoot issues.
Commitment to
data quality and completeness , including performing tasks necessary to ensure data accuracy.
Independent work ethic with the ability to stay organized and adapt in a
fast-paced, high-stakes environment , while proactively improving processes.
Hybrid/NYC -
1 year+ -
No OPT , H1 accepted
Requirement Notes (Candidate Job description below) : We need two
Front Office Business analysts
with extensive and recent experience supporting Trading/Capital markets front office projects. Candidates must
be enthusiastic and intellectually curious
technical business analyst
who has
front office domain knowledge
and enjoys the quick pacing and urgency required to support the various deal teams , with responsibilities including: Develop a deep understanding of the business and IT processes, logic, and applications supporting the
deal pipeline lifecycle , and translate them into clear process documentation and visuals. Support, implement, and test system improvements, especially leveraging prior experience in fundraising and marketing efforts, contact management, events management, investor accounts, tax, and compliance reporting. **** CANDIDATES MUST HAVE RECENT FRONT OFFICE TRADING AND DEAL PIPELINE EXPERIENCE.
***
All submittals must Include:
Driver's license or State ID
Link to the candidates LinkedIn account.
Below submittal Format
***
Experience required on a resume and for submittal:
1. How many years working with: Business Analyst
2. How many years working with: Capital Markets
3. How many years working with: Front Office experience
4. How many years working with: Private asset classes and investment management business processes
5. How many years working with: Supporting the deal pipeline lifecycle, and translate them into clear process documentation and visuals
*** Please provide all the below
information in the required format for Client submittal along with State ID or Driver's License. All the requested details must be supplied for client submittal.
Full Name
as per Passport or Driver's License:
Candidates Rate:
Candidates current (Now) Location:
Availability to Interview: One Day's notice
Availability to Start:
Email Address:
Phone Number:
Visa Status:
Education - College/Year of graduation:
Link to LinkedIn?
Certifications (Please list)?
Job Description:
Managers Notes:
I'd like to make sure they have more of the domain and asset class knowledge how a deal gets closed for real estate, loans, etc. and good in excel (even SQL!). Salesforce we can teach. PBI is more like having the experience on how to design the dashboard and what metrics are meaningful;
Overview
The Business Analyst role helps manage the technology platform primarily used by the Deal teams across business to support deal origination, outreach, and pipeline management. This includes
Salesforce Sales Cloud
as the key system for logging contacts and originations, deal pipelines, and CRM as well as other ancillary applications used for reporting such as
Fintex DataRoom, Power BI/Tableau, SSRS, and Excel.
Qualifications / Skills
Experience with
private asset classes and investment management business processes , including deal origination, prospect outreach, and pipeline management within
closed-end and open-ended funds .
Experience with
CRM pipeline systems (Salesforce, DealCloud, etc.) , including:
Designing UIs
Creating workflows
Setting up fields
Data uploads
Building inline reporting
Ability to translate process descriptions into
visual diagrams
(e.g., swim lane diagrams) using tools like
Visio or Lucidchart .
Strong
Excel skills , including functions such as
VLOOKUP, XLOOKUP , and combining multiple datasets into meaningful summaries.
Experience with
Power BI or Tableau
to build reports from preset views or custom SQL queries, joining multiple data sources, and creating calculated fields and parameters to build interactive dashboards.
SQL knowledge , including writing basic queries and troubleshooting queries.
Understanding of
how CRM data is connected , including joining different tables in Excel and ideally datasets within SQL.
Ability to communicate
technical information clearly
to both technical and non-technical stakeholders.
Ability to interpret what a
business user needs
and explain those needs technically to the development team.
Strong collaboration with power users and team members to determine the best possible solutions.
Meticulous attention to detail , including comparing datasets, identifying discrepancies, and working with QA teams to troubleshoot issues.
Commitment to
data quality and completeness , including performing tasks necessary to ensure data accuracy.
Independent work ethic with the ability to stay organized and adapt in a
fast-paced, high-stakes environment , while proactively improving processes.