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.

• The Senior Business Analyst will become a Charles River product expert and help to ensure that our software products effectively aid our end users with their trading and front office workflows. In consultation with our financial industry clients and internal product teams, they will utilize business and technical knowledge to improve product performance and competitive advantages.
• While the Senior Business Analyst will work within the Middle Office Product team, this particular role will require the Senior Business Analyst to effectively work across the various product teams at Charles River, as well as the various instrument types and workflows that we see across our existing and future customer base. The Senior Business Analyst will participate in the full software development lifecycle and contribute 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 requirements in a timely fashion on a project-by-project basis.

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

• 8+ years of software development lifecycle experience, particularly Agile methodologies preferred
• 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
• Experience with middle office investment management functions
• 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.
• Strong written and verbal communication skills, with great attention to detail.,
• Education: BS Degree in Computer Science, Engineering, Mathematics, Physics, or study of Business with an MIS background. MS/MBA degree strongly preferred