Talent.com
Senior Asset Management Applications Business Analyst
Senior Asset Management Applications Business AnalystPyramid Consulting, Inc • Charlotte, NC, US
Senior Asset Management Applications Business Analyst

Senior Asset Management Applications Business Analyst

Pyramid Consulting, Inc • Charlotte, NC, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.temporary]
[job_card.job_description]

Immediate need for a talented Senior Asset Management Applications Business Analyst. This is a 12+ months contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID : 25- 93161

Pay Range : $75 - $78.70 / hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities :

  • Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
  • Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
  • Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
  • Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
  • Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
  • Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
  • Coaches, reviews and delegates work to lower level professionals.
  • Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
  • Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
  • Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
  • Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
  • Conduct gap analyses to identify where candidate platforms align—or diverge—from organizational needs.
  • Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
  • Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
  • Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost / benefit summaries, and risk considerations.

Key Requirements and Technology Experience :

  • Key skills; BUSINESS ANALYST
  • SALESFORCE
  • SALESPAGE
  • SALESVISION
  • University (Degree) Preferred
  • 5 Years Required; 7 Years Preferred
  • Physical Requirements : Sedentary Work
  • 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
  • Deep understanding of Salesforce CRM and its data structures
  • Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
  • Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
  • Excellent documentation, facilitation, and presentation skills
  • Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
  • Background in asset management, financial services, or intermediary distribution
  • Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
  • Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
  • Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here

    [job_alerts.create_a_job]

    Asset Management Analyst • Charlotte, NC, US

    [internal_linking.related_jobs]
    Senior Appraisal Analyst

    Senior Appraisal Analyst

    North Carolina Staffing • Charlotte, NC, US
    [job_card.full_time] +1
    Responsible for reviewing property valuations to ensure compliance with Federal / State law and Truist risk policy to ensure that loans secured with real estate are protected with adequate collateral...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Analyst

    Senior Financial Analyst

    Coinbase • Charlotte, North Carolina, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Manager - Infection Prevention

    Portfolio Manager - Infection Prevention

    Solenis LLC • Fort Mill, SC, United States
    [job_card.full_time]
    Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and bever...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Contract Analyst

    Contract Analyst

    Premier, Inc • Charlotte, NC, United States
    [job_card.full_time]
    The Contract Analyst is responsible for the creation of analytic deliverables for the Member Value Enablement ("MVE") division to support strategies to bring top value to the membership and revenue...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Provisioning Analyst

    Provisioning Analyst

    TEKsystems • Charlotte, NC, United States
    [job_card.full_time]
    An enterprise revenue cycle organization is seeking 3 User Provisioning Specialists to support a surge in account setup requests driven by organizational growth and new customer onboarding.This rol...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst, Asset Management (Remote)

    Analyst, Asset Management (Remote)

    Mini Mall Storage Properties • Charlotte, NC, United States
    [filters.remote]
    [job_card.full_time]
    Mini Mall Storage Properties has experienced rapid growth since beginning operations in 2020, and our momentum shows no signs of slowing as we continue acquiring storage facilities across North Ame...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Business Analyst

    Senior Business Analyst

    ScaleOps Search Ltd • Charlotte, NC, United States
    [job_card.full_time]
    A leading pure-play ServiceNow consultancy is opening a brand-new office in Charlotte and this is your chance to be part of the founding team. If you’re an experienced ServiceNow Business Analyst lo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Renewables Asset Management Analyst - REMOTE

    Sr. Renewables Asset Management Analyst - REMOTE

    ThinkBAC Consulting • Charlotte, NC, US
    [filters.remote]
    [job_card.full_time]
    Renewables Asset Management Analyst - Energy Storage.Locations : FULLY REMOTE (Anywhere in the USA).This is an opportunity to join an industry leading renewable energy venture and IPP with strong pr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Appraisal Analyst

    Senior Appraisal Analyst

    Charlotte Staffing • Charlotte, NC, US
    [job_card.full_time] +1
    Responsible for reviewing property valuations to ensure compliance with Federal / State law and Truist risk policy to ensure that loans secured with real estate are protected with adequate collateral...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst - Investment Data & Operations

    Senior Analyst - Investment Data & Operations

    Allspring Global Investments • Charlotte, NC, United States
    [job_card.full_time]
    Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Product Management Analyst III

    Product Management Analyst III

    Daimler Truck North America • Fort Mill, SC, United States
    [job_card.full_time]
    This position is responsible for the strategy and positioning of the product segment.You will be responsible for analyzing the market for your products. determining any product gaps; advising Prici...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Asset Liability Management Senior Analyst

    Asset Liability Management Senior Analyst

    Truist Inc • Charlotte, NC, United States
    [job_card.full_time] +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Analyst, Settlements

    Senior Analyst, Settlements

    LPL Financial • Fort Mill, SC, United States
    [job_card.full_time]
    At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what's possible ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Patient Financial Advocate

    Patient Financial Advocate

    Firstsource • Statesville, NC, United States
    [job_card.full_time]
    Location : ONSITE at a Medical Facility in Statesville, NC.Hours : Monday - Friday 9 : 00am-4 : 30pm.Join our team and make a difference!. The Patient Financial Advocate is responsible for screening patie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Care Manager - LP (Western NC)

    Care Manager - LP (Western NC)

    Vaya Health • Statesville, NC, United States
    [job_card.full_time]
    Alleghany, Ashe, Watauga, Caldwell, Alexander, Iredell, Yadkin, Surry, or.This position will serve Wilkes County members. The person in this position is required to maintain residency in North Carol...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Analyst - AI Trainer ($150 per hour)

    Remote Financial Analyst - AI Trainer ($150 per hour)

    Mercor • Rock Hill, South Carolina, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Insurance Agent (Base salary + Uncapped commissions)

    Insurance Agent (Base salary + Uncapped commissions)

    Comparion Insurance Agency • Denver, North Carolina, United States
    [job_card.full_time]
    Schedule : Full-Time Salary Range : USD $32000.Job Category : Sales - Comparion The typical starting salary range for this role is determined by a number of factors including skills, experience, educa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Paid Opinion Contributor (Hiring Immediately)

    Paid Opinion Contributor (Hiring Immediately)

    Maxion Research • Statesville, North Carolina, US
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]