Business Analyst, Investment Technology

Marketing Technology (MarTech) Ownership:

• Own Vista's marketing technology stack, including email marketing platforms, campaign management systems, and content management systems, serving as the primary subject-matter expert.
• Administer MarTech platforms day-to-day, including user provisioning, system configuration, data hygiene, and vendor relationship management.
• Leverage AI tools and automation platforms, including Claude and Claude Code, to accelerate campaign workflows and streamline data processing tasks.

Fundraising Support:

• Maintain accurate CRM data across investor and prospect records, pipeline tracking, and fund activity.
• Build and maintain dashboards and reports in Salesforce to support pipeline visibility and management.
• Identify workflow gaps and partner with technology to improve or automate fundraising processes.

Business Analysis and Process Improvement:

• Gather, document, and prioritize requirements from fundraising and marketing stakeholders.
• Produce user stories, process maps, and functional specs to support technology delivery.
• Conduct UAT for system changes, ensuring solutions meet business needs before deployment.

Qualifications:

• Two to five years of experience in a business analyst, operations, or technology support role, preferably within financial services or asset management.
• Hands-on experience with CRM and marketing technology platforms, preferably including Salesforce and Salesforce Data Cloud.
• Strong analytical skills with experience building reports or dashboards in tools such as Salesforce, PowerBI, Sigma, or Excel.