Profile7+ years of professional experience, including 5+ years as a Business Analyst in enterprise environments, with hands-on experience in system implementations and enhancementsMinimum 3+ years of experience in Financial Services, with exposure to investment management processes and systemsStrong experience with Salesforce CRM (Sales Cloud, Experience Cloud), including lead-to-customer lifecycle, data models, and platform configurationProven background in API and integration-heavy environments, including cross-platform workflows, data dependencies, and system interoperabilitySolid understanding of SDLC and testing practices, including writing detailed requirements, defining test strategies, and supporting QA/UAT executionJob OfferOpportunity to work with a global investment firm out of New York. We are looking for a Salesforce-focused Business Analyst to support Sales technologies, including Salesforce CRM, MCAE, Investor Flow Pipe+, lead management, GDPR and data privacy compliance, and Salesforce API integrations.