CRM Business Analyst - Institutional Asset Manager

A global asset manager is seeking a Senior Business Analyst for an initial 6 month engagement working on a multi-year Salesforce Programme. • Hybrid 2-3 days working in the London City offices • 2 year book of work budgeted • Working with a globally recognised reputable asset management business A global investment manager is seeking a Senior Business Analyst with expertise in Salesforce and institutional asset management to join a multi-year CRM transformation programme. This role offers the opportunity to shape how Salesforce empowers Distribution, Marketing, Servicing, and Finance teams through enhanced functionality and data-driven insights. Key Responsibilities • Collaborate across business units (Sales, Marketing, Servicing, Finance) to optimise CRM capabilities and processes. • Develop robust client and product data models within Salesforce for global scalability. • Produce high-quality business change documentation and manage requirements using JIRA. • Facilitate workshops and stakeholder engagement sessions to gather insights and drive consensus. • Work closely with cross-functional teams (UX, Data, Engineering) to deliver tailored solutions. What You’ll Bring • Extensive experience as a CRM/Salesforce Business Analyst gained within an institutional asset management • Strong understanding of client/product data models; familiarity with tools like Data Cloud or Tableau is a plus. • Proven ability to document processes using enterprise BPM systems and manage requirements via JIRA. • Exceptional communication skills to bridge technical teams and business users effectively. • Collaborative mindset with adaptability to manage multiple workstreams in fast-paced environments. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates