Investor Applications
Brookfield · Mumbai Metropolitan Region
- On site
- Full-time
- $120,000 / year
- Mumbai Metropolitan Region
Job highlights
- Manage Salesforce for asset management operations.
- Deliver new solutions and enhancements.
- Support core business applications.
- Configure applications and build integrations.
- Collaborate with business and technical teams.
About the role
Investor Applications Analyst
The Technology Services Group (TSG) is responsible for ensuring consistent technology infrastructure and a standard set of tools and applications across our Asset Management business. An Analyst will be part of a dynamic team responsible for Investor Applications operations and growth.
About the Role
You will be providing exceptional service to various business groups across our Asset Management business by delivering new solutions and enhancements to support business growth while managing business as usual tasks to support core business applications. This position requires advanced knowledge of the Asset Management industry, including Institutional and Wealth distribution channels along with technical skills to be able to configure applications, build integrations, and deliver complex solutions.
Responsibilities:
Technical:
- Contribute to the configuration, customization, and ongoing management of Brookfield’s Salesforce environments, including Sales & Service, Financial Service Clouds, Agentforce, Data 360, Tableau Next.
- Build and maintain trusted, collaborative relationships with business stakeholders and technical teams across the organization.
- Collaborate with business units to evaluate existing capabilities and identify opportunities for enhanced or new functionality aligned with strategic goals.
- Partner with internal technology teams to troubleshoot and resolve production issues efficiently.
- Build and maintain a deep understanding of Brookfield’s Salesforce instance and be able to articulate both technical and functional configurations to various stakeholders.
- Own and execute a broad range of tasks, including support for service tickets, enhancement requests, and project deliverables.
- Continuously enhance technical skills through self-directed learning, exploring new tools and technologies to support growth and innovation.
- Analyze business needs and work with architect for scalable, flexible Salesforce solutions that align with organizational standards and best practices.
- Document business requirements into well-defined technical specifications and solution designs.
- Contribute towards the full development lifecycle—design, build, test, document, and deploy solutions with a focus on performance, usability, and maintainability.
- Troubleshoot complex issues using various diagnostic methods and tools, ensuring long-term resolution.
- Stay current with new Salesforce features, releases, and Brookfield-specific customizations.
- Perform advanced data analysis through ad hoc queries to support reporting, issue resolution, and data migration.
- Organize and interpret data to develop actionable insights and recommendations that support business decisions.
- Evaluate and adopt emerging technologies that can support Brookfield’s business growth and digital strategy.
Communication:
- Communicate technical information in a clear and concise manner, tailored to the needs of both technical and non-technical team members.
- Contribute to system documentation to support internal knowledge sharing and continuity within the Technology team.
- Build and maintain effective working relationships with business and technical stakeholders by being responsive and attentive to their needs.
Functional/Core:
- Operate independently with minimal supervision, managing tasks and priorities effectively to meet deadlines.
- Develop a strong understanding of Brookfield’s operations and functional areas, with a focus on aligning project work to broader business objectives.
- Contribute to the development of strategic and practical solutions for business challenges through critical thinking and collaboration.
- Actively support and embody Brookfield’s core values in day-to-day work and team interactions.
- Engage constructively in team discussions, fostering an open environment where ideas, concerns, and feedback are shared and considered respectfully.
Qualifications & Requirements:
- 3+ years of hands-on Salesforce development experience, particularly within Sales & Service Cloud, Financial Service Cloud, especially:
- Strong understanding of Platform Configuration including dynamic forms, flows, security model, user management, reporting.
- Know-how of Advance configuration methodology including Apex, Lightning Web Components (LWC), API, Platform events.
- Trailhead badges/fundamental knowledge with different Salesforce products including Data 360, TableauNext, Agentforce.
- Knowledge of cloud‑native integration and automation platforms like Workato.
- Strong analytical skills with the ability to collect, organize, and analyze data; summarize findings and deliver clear, actionable recommendations.
- Demonstrated ability to work independently with strong organizational skills and the capacity to manage multiple priorities in a dynamic environment.
- Excellent verbal and written communication skills with the ability to engage effectively with both technical and non-technical stakeholders, including leadership and end users.
- Solid understanding of Agile software development methodology, including experience participating in sprints, stand-ups, and backlog grooming.
- Salesforce Certifications (preferred):
- Salesforce Platform Developer I
- Salesforce Administrator
- Salesforce JavaScript Developer or equivalent
- Platform Developer II or any architecture certification is a plus
- Ranger on trailhead
- Computer Science university degree/college diploma or equivalent
Preferred Experience:
- Industry exposure to Financial Services Industry - Asset Management, Wealth Management.
- Foundational understanding of how Multi-ORG Salesforce environments are supported.
- Foundational understanding on technologies including: Snowflake, Workato, FISDX, Intralinks, Loopio, Seismic, Jira or other project management tools, Front-end development technologies (LWC).
Key skills/competency
- Salesforce Development
- Platform Configuration
- Apex
- Lightning Web Components (LWC)
- API Integration
- Data Analysis
- Agile Methodology
- Financial Services Industry
- Asset Management
- Problem Solving
Skills & topics
- Salesforce Developer
- Salesforce
- Apex
- Lightning Web Components
- LWC
- API
- Platform Configuration
- Financial Services
- Asset Management
- Technology Services
How to get hired
- Tailor your resume: Highlight your Salesforce experience, focusing on Sales & Service Cloud, Financial Service Cloud, and relevant certifications.
- Showcase your skills: Emphasize your experience with Apex, LWC, API integrations, and data analysis in your application.
- Demonstrate industry knowledge: Detail your understanding of the Asset Management and Wealth Management sectors.
- Prepare for interviews: Be ready to discuss your experience with Agile methodologies and how you've resolved complex technical issues.
- Align with values: Research Brookfield's 'Entrepreneurial, Collaborative and Disciplined' attributes and prepare examples.
Technical preparation
Master Salesforce configuration and customization.,Practice Apex coding and LWC development.,Build integrations using APIs and Workato.,Analyze data with SQL and reporting tools.
Behavioral questions
Describe a complex technical problem you solved.,How do you manage multiple project priorities?,Explain your collaboration with business stakeholders.,How do you stay updated with Salesforce technology?
Frequently asked questions
- What specific Salesforce experience is most critical for the Investor Applications Analyst role at Brookfield?
- The Investor Applications Analyst role at Brookfield prioritizes hands-on Salesforce development experience, especially within Sales & Service Cloud and Financial Service Cloud. Experience with platform configuration, including dynamic forms, flows, security models, and user management, is highly valued. Additionally, knowledge of advanced configuration methodologies like Apex, Lightning Web Components (LWC), and API integrations is crucial.
- What are the key technical skills required for the Investor Applications Analyst position at Brookfield?
- Key technical skills for the Investor Applications Analyst at Brookfield include expertise in Salesforce configuration and customization, proficiency in Apex and LWC, understanding of APIs and platform events, and knowledge of cloud-native integration platforms like Workato. A strong grasp of data analysis through ad hoc queries and an ability to document technical specifications are also essential.
- How does Brookfield support professional development for its Technology Services Group employees?
- Brookfield is committed to the development of its people through challenging work assignments and exposure to diverse businesses. For the Investor Applications Analyst role, this includes continuously enhancing technical skills through self-directed learning, exploring new tools and technologies, and staying current with new Salesforce features and releases.
- What is the expected work arrangement for the Investor Applications Analyst role at Brookfield?
- While the job description specifies a location in Mumbai, it does not explicitly state the work arrangement (on-site, hybrid, or remote). However, given the emphasis on collaboration and stakeholder engagement, it is likely to be an on-site or hybrid role, with a strong need for in-person interaction within the Mumbai office.
- What industry experience is beneficial for an Investor Applications Analyst at Brookfield?
- Brookfield highly values industry exposure to the Financial Services Industry, specifically within Asset Management and Wealth Management. A strong understanding of these sectors, including Institutional and Wealth distribution channels, is crucial for success in this role and for aligning project work with broader business objectives.
- Are Salesforce certifications required for the Investor Applications Analyst position at Brookfield?