Business Analyst
Core
Business Analyst supporting sales enablement and AI transformation by defining requirements, managing projects, and improving systems for institutional client services.
Role type
Business Analyst (Product & AI Transformation)
Builds
Sales enablement systems, AI use cases, product roadmaps, and CRM integrations
Domain
Financial Services / Investment Management / AI
Deliverable
product features
Required skills
Product management, Salesforce/CRM, AI agents (Copilot/Claude/ChatGPT), SQL, PowerBI, Jira, Confluence, Business process documentation, Change management
Preferred skills
Stakeholder consensus building, Large-scale change initiatives
Technologies
Salesforce, Copilot, Claude, ChatGPT, SQL, PowerBI, Jira, Confluence
Responsibilities
Partner with regional users to document business processes; Develop and maintain product roadmap; Identify and evaluate AI use cases; Drive consensus on prioritization; Support training and change management; Communicate requirements to development teams; Build project plans
Seniority
Mid-level, hands-on IC
