Senior Business Analyst
- Configure and enhance Charles River systems including imports, extracts, Manager Workbench, layouts, result sets, reports, and compliance rules to meet evolving business needs.
- Translate business challenges into technical solutions by analyzing trading lifecycle workflows, operational processes, and system integrations across the investment management stack.
- Lead requirements gathering and documentation using Agile/Scrum methodologies, creating user stories that development teams can execute with confidence.
- Design and execute comprehensive test plans throughout the software development lifecycle, ensuring solutions meet both functional requirements and real-world trading scenarios.
- Serve as the go-to technical consultant for Trade Settlement, Operations, Compliance, Trading, and Portfolio Management teams—solving problems, optimizing workflows, and identifying enhancement opportunities.
- Monitor production platforms during support rotations, quickly diagnosing and resolving issues to maintain seamless operations.
- Leverage SQL expertise to conduct independent data analysis, validate system behavior, and uncover insights that drive better business decisions.
- Collaborate across IT and business teams on projects ranging from system upgrades to new functionality implementation, balancing business analyst, testing, and project coordination responsibilities.
- Stay current with Charles River capabilities and investment management best practices to continuously improve our technology solutions.
- Bachelor's degree in business, finance, computer science, or related field required.
- 3+ years of hands-on Charles River configuration experience including imports, extracts, Manager Workbench, layouts, result sets, and reports.
- 1+ years of Charles River Compliance experience, including rule writing and regulatory workflow configuration.
- 6-8 years in investment management systems supporting operations, trading, and portfolio management functions.
- 6-8 years in business analysis including requirements gathering, functional specifications, test planning, and execution.
- 3-5 years managing projects through the full application development lifecycle from concept to production.
- Strong SQL skills with ability to independently query databases, analyze data, and validate system behavior.
- Deep understanding of trading lifecycle, settlement workflows, and investment operations.
- Solid grasp of Agile/Scrum methodologies with experience writing effective user stories.
- Excellent analytical and problem-solving abilities combined with meticulous attention to detail.
- Strong communication skills with ability to translate technical concepts for business audiences and business needs for technical teams.
- Proven ability to thrive in high-demand, fast-paced environments while managing multiple priorities.
- Quick learner who adapts rapidly to new technologies and evolving business processes.
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