Tata Consultancy Services · 1 week ago
Salesforce Business Analyst _ Capital Markets
Hamilton Township, NJ
Full-time
Onsite
Mid, Senior Level
$110K/yr - $120K/yr
5+ years expTata Consultancy Services is seeking a highly analytical and business-savvy Salesforce Business Analyst to support their Capital Markets business functions. The role involves partnering with various teams to design, enhance, and optimize Salesforce solutions that improve client engagement and operational efficiency.
Business Information SystemsConsultingInformation TechnologyIT Management
Responsibilities
Partner with Capital Markets stakeholders (Sales & Trading, Research, Syndicate, Compliance) to gather, document, and validate business requirements
Create functional specs, process maps, user stories, acceptance criteria, and business rules
Analyze current-state workflows and identify automation/improvement opportunities within Salesforce
Design Salesforce solutions supporting pipeline management, investor onboarding, account hierarchy, interaction tracking, KYC/AML workflows, research distribution, and regulatory requirements
Collaborate with Salesforce admins, developers, and architects to translate requirements into technical solutions
Lead UAT planning, test case creation, execution, and defect management
Enhance CRM features supporting deals: IPOs, ECM/DCM transactions, M&A, investor allocation, and relationship intelligence
Streamline front-office workflows around client segmentation, coverage models, and call reporting
Support encryption, supervisory workflows, and compliance reporting aligned with regulatory expectations
Define and validate data models, mappings, hierarchies, and integration requirements with downstream systems (e.g., trade, research, compliance)
Partner with data teams to ensure high-quality customer, issuer, and investor data
Build dashboards and reports for deal teams, leadership, and compliance functions
Conduct workshops, training sessions, and release reviews with business users
Maintain a clear product backlog aligned with Capital Markets strategic priorities
Serve as a liaison between business and technical teams, ensuring alignment and clarity
Qualification
Required
Bachelor's degree in Business, Finance, Information Systems, or related field
5+ years of Business Analyst experience, including 3+ years supporting Salesforce platforms
Strong understanding of Capital Markets workflows, including Sales & Trading processes, Institutional client coverage, Deal lifecycle (ECM/DCM/M&A), Research distribution and compliance rules
Hands-on experience creating user stories, process flows, BRDs, FRDs, and test cases
Proficient in Salesforce capabilities such as Sales Cloud, FSC, workflows, validation rules, reports, dashboards
Benefits
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Company
Tata Consultancy Services
Tata Consultancy Services is a business solutions company that specializes on information technology services and consulting.
10001+ employees
H1B Sponsorship
Tata Consultancy Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7880)
2024 (9690)
2023 (8537)
2022 (11159)
2021 (9813)
2020 (11984)
Funding
Current Stage
Public CompanyTotal Funding
unknown2004-08-25IPO
Leadership Team
K. Krithivasan
Chief Executive Officer & Managing Director
Aarthi Subramanian
President and Chief Operating Officer
Recent News
2026-01-25
Business Standard India
2026-01-25
Company data provided by crunchbase