Hi Friends,

 

Please send your resumes to  [email protected] only

 
ROLE:  Business Analyst with CRM Experience 

LOCATION:  NYC
Rate - $47/hr 

 

I am not looking for BA's with a lot of technical skills listed on their 
resume.this is not a tech BA role and it is not application development (no 
SDLC methodology). 

It is a CRM role (salesforce, Siebel, etc are examples of CRM tools). 

 

Core Skills

. outstanding verbal and written communication skills
. experience creating business requirement documents
. experience collecting requirements from multiple stakeholders and distilling 
comprehensive BRD and functional spec
. knowledge of and experience in the financial services industry
. Experience coordinating project amongst many disparate stakeholders (light 
project management)
. MS Office, Visio, Project required
. Blueprint and/or iRise preferred
. Excellent knowledge of financial instruments and markets; Series 7 preferred

Ideal candidate will have specific skills from both sets, but we'll also talk 
to candidates focused in one area:

Specific Skills - Set 1

. Web-based applications
. CRM systems
. Broker/advisor tools
. Vendor evaluation
. Build/buy analyses

Specific Skills - Set 2

. experience with performance reporting and presentation
. exposure to performance reporting tools (Advent, Albridge, Schwab Portfolio 
Center, Black Diamond, Investment Scorecard)
. knowledge of managed accounts
. experience with wealth management or asset management applications
. experience with deliverables targeting high-net worth clientele
. User experience and screen design will be needed to create an intuitive user 
interface (work in conjunction with UX team) 

                                            

 If you are interested with the above opening please send below information ASAP

 Email me a copy of your updated WORD formatted resume with the below details..

1.      Full Name:  

2.      Availability: 

3.      Contact number: 

4.      Email Id: 

5.      Current Location: 

6.      Visa Status (Citizen/G.C/H1B): 

7.      Expected Rate (OR) Direct Employer details : 

Profiles without contact information will not be considered for further 
processing..

 

Thanks and Regards

 

Rama Chokkam

Palette IT Solutions.

Direct Number - 757-644-4779

Fax: 866-564-4398

Email: [email protected]

Web: www.paletteitsolutions.com



Yahoo IM: ramarecruiter 

Gtalk : rama13289

 

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