Salesforce Business Analyst – Capital Markets for Hamilton Township, NJ

Hi

My name is Rohit Chauhan, and I am a Staffing Specialist at Novia Infotech LLC. I am reaching out to you on an exciting job opportunity with one of our clients.

 

Role: Salesforce Business Analyst – Capital Markets
Location: Hamilton Township, NJ

Note: Candidate must work onsite 5 days a week and attend an in-person (F2F) client interview.

 

Role Overview:

We are seeking a highly analytical and business-savvy Salesforce Business Analyst to support Capital Markets business functions. The ideal candidate will partner with Front Office, Middle Office, Compliance, and Technology teams to design and optimize Salesforce solutions that enhance client engagement, deal management, regulatory compliance, and operational efficiency.

This role requires strong Capital Markets domain expertise along with hands-on Salesforce experience (Sales Cloud, Service Cloud, Financial Services Cloud).

 

Key Responsibilities:

• Partner with Capital Markets stakeholders including Sales & Trading, Research, Syndicate, and Compliance teams.
• Gather, document, and validate business requirements (BRDs, FRDs, user stories, acceptance criteria).
• Create detailed process maps, business rules, and workflow documentation.
• Design CRM solutions to support:
• Pipeline and deal management
• Investor onboarding
• Account hierarchies
• Interaction tracking
• KYC/AML workflows
• Research distribution
• Regulatory reporting
• Collaborate with Salesforce Admins, Developers, and Architects to convert business requirements into scalable technical solutions.
• Lead UAT planning, test case creation, execution, and defect tracking.
• Enhance CRM capabilities supporting:
• IPOs
• ECM/DCM transactions
• M&A deal lifecycle
• Investor allocation & relationship intelligence
• Streamline front-office workflows around client segmentation and coverage models.
• Support compliance workflows, supervisory controls, and regulatory requirements.
• Define and validate data models, mappings, hierarchies, and integration requirements.
• Coordinate with data teams to ensure accuracy of client, issuer, and investor data.
• Develop Salesforce dashboards and reports for deal teams, leadership, and compliance.
• Support integrations with downstream systems (trade platforms, research systems, compliance tools).
• Conduct workshops, release reviews, and user training sessions.
• Maintain and prioritize product backlog aligned with Capital Markets strategy.
• Act as liaison between business and technical teams to ensure clarity and alignment.

 

Required Qualifications:

• Bachelor’s degree in Business, Finance, Information Systems, or related field.
• 5+ years of Business Analyst experience.
• 3+ years supporting Salesforce platforms.
• Strong knowledge of Capital Markets workflows, including:
• Sales & Trading processes
• Institutional client coverage models
• Deal lifecycle (ECM/DCM/M&A)
• Research distribution & compliance
• Hands-on experience creating:
• User Stories
• BRDs / FRDs
• Process Flows
• Test Cases & UAT documentation
• Proficiency in:
• Salesforce Sales Cloud
• Service Cloud
• Financial Services Cloud
• Workflows, Validation Rules, Reports & Dashboards

 

Preferred Qualifications

• Salesforce Administrator (ADM 201)
• Salesforce Business Analyst Certification
• Platform App Builder (Nice to Have)
• Experience with data integrations (MuleSoft, Informatica, APIs).
• Understanding of regulatory frameworks (FINRA, SEC, MiFID II).
• Experience working in Agile/Scrum environments.

 

 

Rohit Chauhan IT Recruiter E: rohit.c@noviainfotech.com www.noviainfotech.com A: 4421 Avenida Ln, McKinney, TX, 75070

 

 

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