Lead Business Analyst
CDK GlobalSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, Fintech, Asset ManagementIndustries
Requirements
Candidates should have 1–3 years of hands-on experience with Salesforce (reports, dashboards, or admin functions) and/or BI tools (e.g., Tableau, Power BI, CRM Analytics), working knowledge of SQL, Excel, and data modeling concepts, experience or coursework in capital markets or financial services, and exposure to cloud data warehouses (e.g., Snowflake) and data integration concepts. Strong problem-solving and critical thinking skills, excellent communication and organizational skills, and a highly motivated, self-starter attitude are also required.
Responsibilities
The Salesforce Data & BI Analyst will support the Salesforce and BI teams with day-to-day data analysis, reporting, and dashboard creation using CRM Analytics (Tableau CRM) and native Salesforce tools, learn and adopt emerging Salesforce data technologies including Data Cloud and Einstein AI, build and maintain interactive dashboards, reports, and visualizations to support decision-making, drive the migration of siloed Tableau/Snowflake dashboards into a unified Client 360 built on Salesforce Data Cloud and CRMA, assist in data modeling and mapping for Salesforce Data Cloud initiatives, work with internal business teams to understand reporting needs, conduct validation, QA, and analysis of large and complex datasets, collaborate with CAIS’s AI team to prototype Einstein AI solutions, document findings and create internal knowledge articles, and collaborate cross-functionally with Salesforce developers, product managers, and business stakeholders.
Skills
Salesforce
CRM Analytics
Tableau CRM
Data Cloud
Einstein AI
Data Analysis
Reporting
Dashboard Creation
Business Intelligence
Data Visualization
CAIS
Platform for accessing alternative investments
About CAIS
CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options, a streamlined process for subscribing and reporting, and an educational tool called CAIS IQ that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform the investment experience for independent wealth managers and financial advisors, making it easier for them to diversify their clients' portfolios and improve investment outcomes.
Key Metrics
New York City, New YorkHeadquarters
2009Year Founded
$384.2MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees