Business Analyst CRM
Allvue Systems

Coral Gables, Florida

Posted in IT

This job has expired.

Job Info

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

We are looking for a Business Analyst to work within the Product team on our Investor Management solution. You'll work closely with the Product Owner and Engineering team to derive detailed requirements from initial ideas in the form of User Stories and tasks. You will concentrate on our CRM capabilities as a Dynamics 365 subject-matter expert, but also be exposed to varied projects across multiple product areas.


  • Act as subject matter expert for Allvue's CRM solution
  • Elaborate high-level requirements and break them down into user stories and tasks including acceptance criteria
  • Participate in daily scrums, refinement, planning, triage, and review sessions
  • Overseeing development of stories including testing and review
  • Produce functional, technical, and user documentation
  • Produce wireframes and diagrammatic representations of process and data flows

  • Detailed knowledge of Dynamics 365 for Customer Engagement (on-premise)
  • 5+ years in a Business Analyst role or similar (this will include working with system users to elicit requirements, producing high-quality functional & technical specifications and driving detailed discussions around client needs)
  • Proven experience creating requirements and managing development
  • Proven experience producing business and technical documentation
  • The ability to communicate efficiently and professionally
  • The ability to work independently and own projects
  • The ability to turn vague requirements into a concrete set of tasks
  • A basic understanding of the private investment space
  • Familiarity with Jira

Higher education / Degree or relevant technical certifications (preferred)

What We Offer

  • Enterprise Udemy membership with access to thousands of personal and professional development courses
  • Pension plan (5% Employee gets 7% Employer or 6% Employee gets 8% Employer)
  • Private family health / dental insurance
  • Life insurance and long term sick cover
  • Competitive pay and year-end bonus potential
  • Flexible perks package (retail discounts, cycle to work etc)
  • Company sponsored Personal days to give you 2 half days a month to relax and recharge.
  • Unlimited Annual Leave
  • Charitable Donation matching
  • Numerous team building activities to promote collaboration in a fun and fast-paced work environment
EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don't just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.

This job has expired.

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