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Business Analyst

Columbia Threadneedle Investments
Boston, USA
Closing date
Oct 15, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
This position is responsible for performing analysis and reporting, while contributing to recommendations to define, analyze, build & deliver value-added Salesforce CRM solutions. Assists in small to medium projects, which may involve developing solution for problems within the business unit. Helps to resolve problems or issues through methods of trouble shooting, as well as separate analysis. With guidance from leader, recommends changes to policies and procedures.

Key Responsibilities
  • Provide day-to-day support of Salesforce CRM end-user requests, including new user set up, dashboard creation, and report inquiries
  • Support regular and adhoc Salesforce CRM data updates - test and deploy effective data driven tools for business processes
  • Administer effective data management processes and data governance
  • Explore opportunities to drive efficiency in operations by automating reports/processes, simplification/elimination of redundant activities
  • Interact with business partners to analyze and interpret business needs
Required Qualifications
  • Bachelor's degree or equivalent
  • Excellent documentation, attention to detail and prioritization skills
  • Excellent written and verbal communication skills; ability to clearly articulate complex concepts
  • Proficient in Excel, Word and Outlook
  • Strong analytical, quantitative & problem-solving skills
  • Ability to communicate effectively on recommendations and analysis results, and establish and maintain strong relationships across the organization
Preferred Qualifications
  • Prior Business Analyst and/or Salesforce Administration experience within Financial Services (Asset Management)
  • 1+ years of Salesforce Administrator/Analyst experience
  • Salesforce Administrator Certification
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.


Full time



Job Family Group

Business Support & Operations

Line of Business

AMINV US Asset Management

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