• Job Description

  Req#: 26-00693
  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.

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