CRM Business Analyst - Institutional Asset Manager

Robert Walters UK; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global asset management firm is seeking a Senior Business Analyst for a 6-month role focusing on a multi-year Salesforce programme. The position involves collaborating across various departments, developing data models, and facilitating stakeholder engagement. Ideal candidates should have significant experience in CRM/Salesforce within the asset management sector. This opportunity also offers a hybrid working model, requiring presence in the London City offices 2-3 days a week.

Qualifications

• Extensive experience in institutional asset management.
• Strong understanding of client/product data models.
• Ability to manage requirements via JIRA.

Responsibilities

• Collaborate across business units to optimise CRM capabilities.
• Develop client and product data models in Salesforce.
• Facilitate workshops and stakeholder engagement.

Skills

CRM/Salesforce Business Analyst experience

Client/product data models understanding

Documentation skills using BPM systems

Exceptional communication skills

Collaborative mindset

Tools

Salesforce

JIRA

Data Cloud

Tableau

Job description

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.