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For Companies At a Glance
- Tasks: Bridge the gap between Front Office users and tech teams, enhancing workflows and ensuring data integrity.
- Company: Join a leading investment management firm with a focus on innovation and collaboration.
- Benefits: Enjoy a hybrid work model, competitive pay, and opportunities for professional growth.
- Why this job: Make a real impact in the investment world while working with cutting-edge technology.
- Qualifications: 5+ years as a Business Analyst with hands-on CRD experience and strong analytical skills.
- Other info: Dynamic role with excellent career advancement opportunities in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
Title
CRD BA – Data Support
Location
Hybrid (London)
Duration
Long‑term contract
Overview
We are seeking an experienced Charles River Development (CRD) Business Analyst to support our Front Office users across Portfolio Management, Trading, and Investment Operations. The ideal candidate will have a strong understanding of the investment management lifecycle, hands‑on experience with Charles River Investment Management System (CRIMS), and the ability to bridge the gap between business requirements and technology solutions.
Key Responsibilities
- Serve as the primary liaison between Front Office users (Portfolio Managers, Traders, Compliance, Risk) and the technology teams supporting the Charles River platform.
- Gather, document, and analyze business requirements related to portfolio management, order management, compliance, and trading workflows.
- Support day‑to‑day CRD production activities, including issue triage, system monitoring, and escalation to vendors or internal support teams as needed.
- Partner with Portfolio Managers and Traders to enhance workflows, optimize system usage, and ensure data integrity across positions, orders, and executions.
- Participate in system upgrades, configuration changes, and testing (UAT, regression, and integration testing).
- Maintain and enhance compliance rules, workflows, and user configurations within CRD.
- Collaborate with data management and middle/back‑office teams to ensure consistency in reference data, market data, and trade processing.
- Work closely with the Charles River vendor on defect management, enhancements, and patch implementations.
- Develop and maintain documentation, including process maps, configuration details, and support procedures.
- Provide training and support to end‑users to increase adoption and efficiency.
Qualifications & Skills
- Bachelor’s degree in Finance, Economics, Computer Science, or related field.
- 5+ years of experience as a Business Analyst in the asset management or investment banking domain, with at least 3 years of hands‑on CRD (Charles River IMS) experience.
- Strong understanding of Front Office workflows, including portfolio management, order generation, trade execution, and compliance monitoring.
- Experience supporting or integrating with OMS, EMS, FIX connectivity, and market data systems.
- Knowledge of financial instruments (equities, fixed income, derivatives, FX) and portfolio analytics.
- Familiarity with SQL for data analysis and troubleshooting.
- Excellent communication, analytical, and problem‑solving skills.
- Ability to manage multiple priorities in a fast‑paced environment with strong attention to detail.
Preferred Qualifications
- Experience with Charles River versions 19R3 or higher.
- Exposure to integration with Bloomberg, Aladdin, or other OMS/EMS platforms.
- Working knowledge of Python, Power BI, or automation tools for reporting and workflow optimization.
- Prior experience in investment management IT support or Front Office technology.
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Business Analyst (Charles River IMS) employer: InvestM Technology LLC
Contact Detail:
InvestM Technology LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst (Charles River IMS)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space, especially those who work with Charles River. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Get ready for interviews by brushing up on your CRD knowledge. Be prepared to discuss specific scenarios where you've improved workflows or solved issues. We want to see how you can bridge the gap between business needs and tech solutions!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've used data analysis in past roles, especially with SQL. This will help us see your problem-solving abilities in action, which is key for a Business Analyst role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Business Analyst (Charles River IMS)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience with Charles River IMS and any relevant projects that showcase your skills in portfolio management and trading workflows.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the role. Share specific examples of how you've bridged the gap between business requirements and technology solutions in your previous roles.
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, include examples of how you've used data analysis in past positions. Mention any experience with SQL or financial instruments to make your application stand out.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at InvestM Technology LLC
✨Know Your CRD Inside Out
Make sure you brush up on your knowledge of the Charles River Investment Management System. Be ready to discuss specific features and functionalities, as well as how they relate to portfolio management and trading workflows. This will show that you’re not just familiar with the system but can also leverage it effectively.
✨Understand the Investment Management Lifecycle
Dive deep into the investment management lifecycle and be prepared to explain how your experience aligns with each stage. Highlight your hands-on experience in areas like order management and compliance monitoring, as this will demonstrate your ability to bridge business needs with technology solutions.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think of examples from your past roles where you successfully triaged issues or enhanced workflows. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.
✨Showcase Your Communication Skills
As a liaison between Front Office users and tech teams, strong communication is key. Practice articulating complex concepts in simple terms. Be ready to discuss how you've trained end-users or collaborated with different teams to ensure data integrity and system optimisation.