Principal Salesforce Business Analyst – Investment Management – CGT25

Overview

In this role you will lead analysis and design for technology delivery within Asset Management Platforms, focusing on Salesforce-enabled client engagement. You will influence senior stakeholders, drive value through end-to-end requirements and data integration, and assess innovative AI-driven opportunities. You’ll mobilize pre-project work and support live delivery programs to production, shaping practical solutions with measurable impact.

Responsibilities

• Partner with Product Lead and senior stakeholders across Client Engagement to align across multiple domains
• Lead analysis for complex changes and pre-project initiatives, translating ambiguity into actionable outcomes
• Shape and validate end-to-end business requirements, prioritise and drive adoption and value
• Drive proof-of-value and proof-of-concept work to test ideas and de-risk delivery
• Support data integration to connect Salesforce with upstream and downstream platforms for joined-up client journeys
• Explore and guide AI-enabled capabilities to enhance productivity, decision-making, and client engagement

Key requirements

• Extensive experience in technology change delivery within a large global financial services organisation
• Exceptional stakeholder management and communication with ability to influence at all levels
• Strong analytical skills: process modelling, requirements gathering, diagramming, workshop facilitation
• Salesforce background with minimum Salesforce Certified Platform Administrator
• Other certifications such as Certified Business Analyst or Certified Sales Cloud Consultant are optional
• Holistic view to define target state including Business Operating Model and Data architecture
• Proficiency with technical diagramming/whiteboarding tools
• Attention to detail with experience producing technical specs and gap analyses
• Strong written and verbal presentation skills
• Broad BA experience across multiple capabilities, systems and teams
• Solid understanding of end-to-end SDLC (Agile, Waterfall, hybrid)
• Experience working with global colleagues across time zones and cultures

• Stakeholder management
• Communication
• Collaboration
• Salesforce
• data integration
• technical diagramming

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