Salesforce Business Analyst - Investments

Business Analyst – Chase UK

Here at JPMorgan Chase & Co., we know that people want great value combined with an excellent experience, from a bank they can trust. So we launched a new digital bank called Chase – to revolutionise mobile banking by creating seamless digital journeys that our customers love. For us, that means keeping ourselves customer obsessed and always being open to trying new things. Above all, it's about working with people who are passionate about building the bank of the future. 

Our team is at the heart of building this new venture, focused on developing offerings that put the customer at the center. We have created a new organization and we are looking for solution-oriented, commercially minded, customer-focused individuals, used to working in an agile environment who want to be a part of building something new from the ground up within a diverse and inclusive team. 

Culture is as important to us and we are looking for intellectually curious, new technology passionate individuals who would like to expand their skills whilst working on a new exciting venture for the firm. Your work will have a massive impact, both on us as a company, as well as our clients and our business partners around the world.

The Role-  

We are looking for an experienced Business Analyst with exposure to Salesforce who can coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions. The Business Analyst will be responsible for scoping complex initiatives, producing appropriate documentation and defining business requirements. 

The Business Analyst will need to work with and manage stakeholders across the business and make judgement calls on what level of documentation/analysis is appropriate for a given project. Some projects will require less intervention from a Business Analyst than others. 

Success will be measured by the delivery of high quality Salesforce solutions  and more generally by increased efficiency, reduced re-work in projects and improvements to controls, as well as the overall quality of analysis produced.   

Responsibilities:

• Manage various salesforce projects, including gathering information, planning, and executing projects. 
• Formulate and maintain salesforce solution documentation. (e.g., process flows, data models, and technical specifications)
• Educates and promotes CRM standard procedures to guarantee that the solutions produced are highest in class for the business's overall strategy and ethos. 
• Complete in-depth, often technical, analysis across a variety of complex projects, outlining problems and exploring available solutions, considering the business case behind each. 
• Design and/or document critical processes in all areas of the business, in line with our existing standards, and identify opportunities for improvement. 
• Add the necessary documentation to user stories in Jira, and specify required test cases, as well as edge cases. 
• Support implementation and testing, including operational setup and training where required. 
• Run workshops as required to ensure alignment and flush out important details. 
• Undertake gap analysis between business requirements and current capabilities, identifying variances and potential solutions. 
• Use the appropriate level of documentation for the complexity of the job. As a growing business, Nutmeg’s documentation and processes are evolving and we are looking for someone to help develop them. 

Skills/ Qualifications:

• Proven expertise with Salesforce Sales Cloud and Service Cloud. 
• An analytical problem solver who knows and employs all declarative automation and Salesforce ecosystem features. 
• Bachelor’s degree in a technical/numerical discipline. 
• Significant business analysis experience with a substantial amount gained within Financial Services, preferably within wealth or asset management. 
• Knowledge of process modelling using various methods and tools (UML, BPMN, Workflows). 
• Experience in development of Stories, Use Cases and Acceptance Criteria. 
• Expert in facilitation and communication, as well as attention to detail, to ensure analysis is thorough and accurate. 
• Proven ability to document and clarify requirements, specifications, processes and recommend solutions. 
• Track record of successful delivery of complex projects (including working knowledge of Scrum). 

When you work at JPMorgan Chase & Co., you’re not just working at a global financial institution. You’re an integral part of one of the world’s biggest tech companies. In 20 technology centers worldwide, our team of 50,000 technologists design, build and deploy everything from enterprise technology initiatives to big data and mobile solutions, as well as innovations in electronic payments, cybersecurity, machine learning, and cloud development. Our $10B+ annual investment in technology enables us to hire people to create innovative solutions that will are transforming the financial services industry.  

At JPMorgan Chase & Co. we value the unique skills of every employee, and we’re building a technology organization that thrives on diversity.  We encourage professional growth and career development, and offer competitive benefits and compensation.  If you’re looking to build your career as part of a global technology team tackling big challenges that impact the lives of people and companies all around the world, we want to meet you.  

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

J.P. Morgan is an Equal Opportunity Employer.

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