Business Analyst with Dynamo / Salesforce CRM HYBRID - NYC

Please send resumes to or contact at One of our prestigious clients in NYC is looking for a Business Analyst with Dynamo CRM exp . The description of the requirement is as below. It is located in NYC

Position: IT Business Analyst

Location: NY Metro, 3 days in office

Type: Consultant

Experience: 6-8 years of CRM experience

This includes Dynamo as the CRM system and other ancillary applications used

for events management and investor portals. The team also helps the business to achieve the

highest possible data integrity within the scope of the investor accounts and contacts.

PositionWe are looking for an enthusiastic, intuitive, and curious IT business analyst that buildsapplications and reports and can troubleshoot issues and support our business users on a day[1]to-day basis. As a member of the Investor Solutions IT team:· Gain a deep understanding of the business and IT processes, logic, and applicationssupporting the sales and investor relations business functions and translate into clearprocess documents and visuals· Become an expert on the data and how it is all interconnected, be able to easily tellwhether a report looks correct, be able to help developers connect data with joins toobtain the correct results· Suggest, implement, and test process improvements, especially leveraging priorexperience in fundraising and marketing efforts, contacts management, eventsmanagement, investor accounts, tax, and compliance reporting· Interpret user requests in layman’s terms, translate that into technical tasks, and buildnew fields, workflows, and sophisticated and polished reports that will help the Salesteam track activities, increase outreach rates, etc.· Analyze various contact, investor, and financial data to suggest and create new healthchecks or reconciliations, and work with the business team and IT team to maintain dataquality

Required Skills

·

Strong experience with CRM systems (i.e., Dynamo and Salesforce), such as designing

UIs, creating workflows, setting up fields, data uploads, building inline reporting

·

Experience in the buy-side finance industry, including PE and open-ended funds

·

Visio – taking descriptions of processes and converting into a meaningful Visio diagram

with swim lanes

·

Excel – Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs

of data into a meaningful summary for business users · Power BI and/or Tableau – build reports from preset views or custom SQL queries,joining multiple data sources, adding Calculated Fields and Parameters to create avisual, interactive experience for business users· SQL – Writing and editing basic queries based on preset views, ability to look at aquery to help troubleshoot· Deep understanding of how data is connected, comfortable joining different tabs inExcel at a minimum, ideally also able to join datasets within SQL Please send resumes to