Salesforce Business Analyst, NYC

Global Investment Firm based in Midtown Manhattan!
NYC-based long-term contract with the opportunity to convert full-time!

About Our Client

This organization operates within the financial services industry and is recognized for its commitment to leveraging advanced technology solutions to drive growth. As a mid-sized company, it focuses on delivering innovative solutions and fostering a results-oriented culture.

Job Description

Partner with business stakeholders and internal teams across Firm to gather requirements, define solutions, and support system enhancements and issue resolution
Manage end-to-end project coordination, including timelines, dependencies, status updates, and stakeholder communication across system initiatives
Lead testing efforts (QA/UAT), including test planning, execution, defect tracking, and ensuring solutions meet business requirements before rollout
Analyze data and investigate system or reporting issues to identify root causes and support decision-making and problem resolution
Identify and drive process improvements, recommending and implementing changes to increase operational efficiency and system effectiveness
Provide ongoing application support and system administration, including user support, training, and coordination with IT/support teams to resolve issues within SLAs

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans, and all other qualified applicants.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

7+ years of professional experience, including 5+ years as a Business Analyst in enterprise environments, with hands-on experience in system implementations and enhancements
Minimum 3+ years of experience in Financial Services, with exposure to investment management processes and systems
Strong experience with Salesforce CRM (Sales Cloud, Experience Cloud), including lead-to-customer lifecycle, data models, and platform configuration
Proven background in API and integration-heavy environments, including cross-platform workflows, data dependencies, and system interoperability
Solid understanding of SDLC and testing practices, including writing detailed requirements, defining test strategies, and supporting QA/UAT execution