Salesforce Business Analyst- Private Equity

Title: Salesforce Business Analyst- Private equity

Location: New York, NY (Hybrid)
Duration: Long Term

Job Responsibilities

Lead data migration efforts into Salesforce, including mapping companies, contacts, and business entities to Salesforce objects

Build and maintain Excel-based data mapping files using formulas (VLOOKUP, INDEX-MATCH, pivot tables, data validation) for field analysis, de-duplication, and data quality resolution

Write clear, comprehensive requirements documentation (BRDs, FRDs, user stories) with technical permutations and acceptance criteria

Create and manage JIRA tickets (Epics, Stories, Tasks) that accurately capture scope and enable developers to build without ambiguity

Work with software developers and QA engineers to understand deployment processes, sequence work, and meet deadlines

Engage directly with internal business stakeholders to understand processes, workflows, and data needs, and translate those into structured deliverables

Take detailed meeting notes and translate them into actionable documentation and open item trackers

Support 2-3 concurrent initiatives simultaneously, balancing priorities across workstreams

Create presentations and write effective status communications for leadership and project stakeholders

Prototype reports and dashboards in Salesforce to validate solutions with business users

Requirements

8+ years of experience as a Business Analyst in financial services, private equity, or alternative investments

Salesforce platform experience: understanding of objects, data model, CRM concepts, reports, and dashboards

Strong Excel proficiency: formulas (VLOOKUP, INDEX-MATCH, XLOOKUP), pivot tables, conditional formatting, data validation. Must be comfortable building data mapping files, not hard-coding values

Data mapping and data migration experience: source-to-target mapping, data profiling, data quality remediation, de-duplication

Requirements documentation experience: BRDs, FRDs, user stories with permutations and acceptance criteria

JIRA proficiency: creating and managing Epics, Stories, and Tasks; backlog grooming; sprint planning support

SQL or BI tool experience (Power BI, Tableau) for data analysis and reporting

Strong written and verbal communication skills: ability to present to business stakeholders and write clear, effective emails

Self-directed work style: ability to identify gaps, resolve issues proactively, and deliver complete work without constant oversight

US-based and authorized to work in the United States

Available to work onsite in Manhattan several days per month up to 4+ days per week in office

Preferred Qualifications

Certified Salesforce Administrator

Direct experience at a PE firm, hedge fund, or alternative investment manager

Understanding of fund structures, investor relations, capital calls, or fund operations

Experience with Salesforce Financial Services Cloud or Experience Cloud

Data governance or data quality management experience

Familiarity with Salesforce Data Loader or similar data import tools

Experience working in a fast-paced environment where consultants are held to the same standard as full-time employees