Associate

About the Team: Our client is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking at past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998. Our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick – and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. The Distribution Analytics team under Finance is responsible for the administration, optimization, and strategic development of the firm’s Salesforce platform. Serving as a critical bridge between business stakeholders and technical solutions, the team ensures that Salesforce effectively supports core business processes, particularly across Sales, Client Management, and Operations functions. The team operates within a highly customized Salesforce environment tailored to the firm’s workflows and regulatory requirements. Over time, the platform has evolved into a central system of records for client data, pipeline tracking, and business activity monitoring. The Salesforce team plays a key role in maintaining system integrity while continuously enhancing functionality to meet changing business needs. Specific Duties and Responsibilities: UAT Support: Assist in test planning, execute test cases, document results, and log defects under guidance from senior team members. Data Validation: Perform basic data checks to ensure accuracy and completeness during testing cycles. Exception Resolution & Data Cleanup: Identify data inconsistencies, duplicates, or errors; support cleanup efforts and resolve exceptions under defined guidelines and supervision. User Support: Provide first-level support for Salesforce-related questions and escalate issues as needed. Reporting Assistance: Help generate simple reports and dashboards for validation and business use. Helpdesk & Ticket Resolution: Monitor and manage incoming support tickets, troubleshoot basic Salesforce issues, resolve user requests, and escalate more complex cases as needed. Process Documentation: Maintain clear documentation of testing processes and system changes. Any other related processes required onshore and offshore Requirements Qualification: Basic understanding of Salesforce or CRM systems (academic or internship experience acceptable). Exposure to software testing concepts or UAT processes is preferred. Strong attention to detail and ability to follow structured test cases. Good analytical and problem-solving skills with a willingness to learn. Ability to communicate clearly and document findings effectively. Comfortable working in a team-oriented, collaborative environment. Familiarity with tools like Excel, Jira, or similar platforms is a plus. Salesforce Administrator certification (or progress toward certification) is a plus. Education and Experience Bachelor’s degree (or in progress) in Information Systems, Computer Science, Business Administration, or a related field. Relevant internships, coursework, or project experience in systems, data, or testing is preferred. Interest in CRM systems, data quality, and business technology solutions.