Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.

Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix.

With more than 135% increase in headcount over the last 5+ years, Charles River serves clients globally offering 24/7 support.

*Statistics as of Q1 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

What we are looking for

The Chares River Development Middle Office team is looking to hire a Sr. Business Analyst who will be responsible for working with clients and development to create solutions to improve the client experience, the product feature set, and the strategic position of the CRD Investment Management System. The Sr. Business Analyst will become a Charles River product expert and help to ensure that our software products effectively aid our end users with their middle office workflows. The Sr. Business Analyst will focus on investment accounting products, participating in the full software development lifecycle and contributing as a member of a feature-focused product development team. They must be familiar with both financial and technical concepts, with a strong ability to deliver against specific requirement in a timely fashion on a project by project basis.

Why this job is important to us

Charles River Development brings together data and capabilities across the investment lifecycle to help our clients make better decisions, grow at scale, and deliver returns for their clients. Our diverse team of highly skilled technologists and professionals are agile thinkers and problem solvers, committed to our end users and engineering excellence. We use mentorship and teamwork to impact and drive our business forward every day. By joining the Middle Office team, you will use advanced technology and critical thinking to challenge the status quo and drive results. At Charles River Development (CRD) we’ve been creating some of the most insightful and complex asset management technologies since 1997. Through our commitment to product quality and operating through a client-focused lens, we’ve experienced continuous growth. Charles River IMS is strategically aligned to innovate the future of investment management technologies. Together with State Street’s middle and back office capabilities, Charles River’s cloud-deployed software technology forms the foundation of State Street Alpha℠

What you are responsible for

Responsibilities

Apply detailed knowledge of business requirements and workflows to assist in product development

Research and produce business and technical requirement documents

Work directly with customers and product management team to gather product requirements and develop feature specifications; involvement in all aspects of the software product life cycle

Partner with development to help develop, implement, and refine features

Plan and schedule validation tasks; provide hands-on manual tests; develop verification plans and processes

Provide feedback on product performance

Review documentation to ensure accurate and complete documentation

Provide client beta testing support and train personnel on capabilities of new product releases

Assist with the management of project schedules and deliverables

Assist implementation and support to resolve escalated client issues

Actively participate in the Agile software development process by adhering to the CRD Scrum Methodology including attending all daily standups, sprint planning, backlog grooming, and retrospectives.

Participate in group testing activities as needed.

Requirements

6 years of software development lifecycle experience, particularly Agile methodologies preferred

Strong experience with middle office investment management and investment accounting functions

Strong communication and interpersonal skills, including negotiation skills

Advanced writing skills, including the ability to abstract/summarize highly detailed information

Strong analytical skills, including the ability to reconcile conflicting data

Ability to translate customer business needs into application requirements

Strong technical background

Demonstrated planning and scheduling skills

Curiosity and interest in financial markets and trading.

Demonstrated ability translating business requirements into comprehensive functional and technical product specification documents

Knowledgeable in one or more CRD functional financial areas strongly desired.

Education: BS Degree in Computer Science, Engineering, Mathematics, Physics, or study of Business with an MIS background. MS/MBA degree strongly preferred