Job Description

Salesforce Business Analyst/Admin/Capital Markets

Required Candidate Location: Hybrid/NYC 3 days a week No relocation

Contract Duration: 1 year+

Type of Interview Required: Video

Candidates All-inclusive Rate:

*** All submittals must Include:

1. Driver's license or State ID
2. Link to the candidates LinkedIn account.
3. Below submittal Format

*** Experience required on a resume and for submittal:

1. How many years working with: Salesforce Business Analyst or Administrator

2. How many years working with: Capital Markets experience

3. How many years working with: Salesforce configuration, automation logic, Apex concepts, and Flows

4. How many years working with: Salesforce Configuration

5. How many years working with:

*** Please provide all the below information in the required format for Client submittal along with State ID or Driver's License. All the requested details must be supplied for client submittal.

• Full Name:
• Candidates Rate:
• Candidates current (Now) Location:
• Availability to Interview: One Day's notice
• Availability to Start:
• Email Address:
• Phone Number:
• Visa Status:
• Education - College/Year of graduation:
• Link to LinkedIn?
• Certifications (Please list)?

Job Description:

Key Responsibilities

• Partner with Fundraising and Investor Relations stakeholders to gather, document, and refine detailed business and functional requirements.
• Translate business needs into scalable Salesforce solutions in collaboration with developers and architects.
• Analyze, troubleshoot, and support Salesforce production issues, including pipeline and workflow challenges.
• Work with Apex, Salesforce Flows, and platform configuration to understand system logic and recommend enhancements.
• Evaluate current Salesforce setup at Fortress and identify opportunities to optimize workflows, automation, and reporting.
• Create user stories, process flows, BRDs, and functional specifications aligned with Agile delivery practices.
• Act as a liaison between business users, technology teams, and external vendors to ensure solutions meet operational and regulatory requirements.
• Support data integrity initiatives, investor onboarding workflows, and CRM enhancements tied to fundraising activities.
• Participate in solution design sessions, UAT coordination, and release planning.
• Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience.

Required Qualifications

• Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar).
• Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows .

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