Snr Asset Mgmt Applications Business Analyst needs 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains Snr Asset Mgmt Applications Business Analyst requires: • Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar) • Chicago, IL; Iselin, NJ; Charlotte, NC • Background in asset management, financial services, or intermediary distribution • Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs • Familiarity with data governance, data lineage, and compliance frameworks for client and sales data • Deep understanding of Salesforce CRM and its data structures • Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360 • Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira • Excellent documentation, facilitation, and presentation skills Snr Asset Mgmt Applications Business Analyst duties: • Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility. • Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform. • Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations. • Conduct gap analyses to identify where candidate platforms alignor divergefrom organizational needs. • Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.