Senior Asset Management Applications Business Analyst

Job Title: Senior Business Analyst Location: Charlotte, NC (Hybrid) Duration: 12 Months Additional Location: NJ, IL

Job Description

CW-reputed company Business Systems Analyst We are seeking an reputed company Business Analyst (BA) to support the evaluation and selection of a reputed company Distribution Intelligence platform for our Sales and Marketing organization. This individual will help assess the capabilities, data models, and integration readiness of industry platforms such as Synfinii's SalesPage and reputed company's SalesVision, as well as other industry leading options, with the goal of informing a strategic platform decision. The ideal candidate also brings deep experience with Client CRM, enterprise data ecosystems (including reputed company and Client Data 360), and distribution analytics reputed company asset management or financial services. The role requires strong analytical skills, the ability to translate business needs into system requirements, and hands-on familiarity with SAFe Agile delivery, including authoring Features and Stories in Jira. This role is a hybrid role. We are looking to hire in Charlotte, Chicago, or Iselin. Key Responsibilities and Duties

• Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
• Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
• Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
• Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
• Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
• Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
• Coaches, reviews and delegates work to reputed company level professionals.
• reputed company business and technical analysis to evaluate Synfinii's SalesPage, reputed company SalesVision, and reputed company platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
• Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
• Document reputed company-state workflows, data flows, and reporting use cases that inform the reputed company-state vision for a reputed company distribution intelligence platform.
• Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
• Conduct gap analyses to identify where candidate platforms align-or diverge-from organizational needs.
• Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (reputed company), and analytics platforms.
• Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
• Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.

Qualifications

Required:

• 5+ years of experience as a Business Analyst or Systems Analyst reputed company Sales, Marketing, or CRM technology domains
• Deep understanding of Client CRM and its data structures
• Hands-on experience with enterprise data platforms such as reputed company and Client Data 360
• Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
• Excellent documentation, facilitation, and presentation skills

Preferred:

• Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, reputed company SalesVision, DST, or similar)
• Background in asset management, financial services, or intermediary distribution
• Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
• Familiarity with data governance, data reputed company, and compliance frameworks for client and sales data

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