Full-time in New York City or Providence
The CRM Business Analyst will maintain direct responsibility and ownership for the core information system used in servicing our clients. This individual will design a cohesive data strategy and guide the definition and implementation of efficient new business processes to best leverage the CRM system effectively throughout the organization.
We seek a self-motivated individual with strong problem solving skills and ability to work cross-functionally to drive business results. The successful candidate will be comfortable with flexibility, working independently, and analyzing data to derive insights and recommendations.
Effective communication, organization, and time management skills, with a specific focus on strategic thinking, are required. This role demands a passionate individual who can anticipate changing business needs in a highly regulated industry, while being a team player and go-to resource throughout the organization.
About the Firm
The Roosevelt Investment Group, Inc. is an investment advisor registered with the SEC with an executive office in New York, New York, and an operations office in Providence, Rhode Island. The firm traces its roots back to 1971 when P. James Roosevelt, a cousin of former President Theodore Roosevelt, founded an investment advisory firm. Today, our investment strategies span an array of domestic equity, fixed income, and balanced portfolios for individuals, institutions, endowments, foundations, and public funds.
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