Charles River Investment Management System Business Analyst/Product Analyst

Charles River Investment Management System Business Analyst/Product Analyst

Full-Time 45000 - 70000 £ / year (est.) Home office (partial)
Rathbones Group Plc

At a Glance

  • Tasks: Enhance and configure the Charles River Investment Management System to support business goals.
  • Company: Join Rathbones, a leading UK wealth manager with a strong commitment to employee wellbeing.
  • Benefits: Enjoy a competitive salary, comprehensive benefits, and flexible working options.
  • Other info: Be part of a diverse team that values inclusion and personal development.
  • Why this job: Make a real impact in asset management while developing your skills in a dynamic environment.
  • Qualifications: Experience with CRIMS, SQL, and strong stakeholder management skills required.

The predicted salary is between 45000 - 70000 £ per year.

Salary: £45,000 - 70,000 per year

Requirements:

  • Significant experience working on Charles River Investment Management System (CRIMS) in a Business Analyst, Change Delivery, or Front Office Support capacity.
  • Hands‑on experience configuring and maintaining CRIMS, including building and implementing changes directly within the system, such as Manager Workbench updates, workspace views, user group configuration, and permission changes.
  • Demonstrable experience delivering system or technology change within a regulated financial services or asset management environment.
  • Strong understanding of investment management workflows and operating models across Front, Middle, and Back Office functions.
  • Ability to operate independently and manage change through the full delivery lifecycle, from analysis and design through to implementation and release.
  • Strong data analysis skills, including working knowledge of SQL.
  • Experience working with technology architecture teams and external vendors on system or infrastructure‑related change, with an understanding of integrations, data flows, and downstream impacts.
  • Solution‑oriented mindset, with the ability to analyse problems and identify practical, effective change solutions.
  • Strong stakeholder management and communication skills, with the ability to translate complex technical concepts into clear, business‑focused outcomes.
  • Understanding of outsourced service models and how to deliver system and process change in conjunction with third‑party providers.

Responsibilities:

  • Proactively deliver system enhancements, configuration changes, workflow improvements, and defect‑related change that improve system effectiveness and support business objectives.
  • Operate independently and manage change through the full delivery lifecycle, from analysis and design through to implementation and release.
  • Provide dedicated business and system expertise within our Asset Management team to enable effective change delivery across the CRIMS platform.
  • Use SQL to interrogate data sets, validate outputs, and support change delivery.
  • Work with technology architecture teams and external vendors on system or infrastructure‑related change, including integrations, data flows, and downstream impacts.
  • Support testing and release activities, including test planning, execution, defect management, and post‑implementation support.
  • Confidently manage stakeholders and translate complex technical concepts into clear, business‑focused outcomes.

Technologies:

  • Support Network SQL

More:

We are Rathbones, one of the UKs leading wealth managers with over £109bn in assets under management and 20 offices across the UK and Channel Islands. We help people invest their money well so they can live well, guiding them through life's big moments with confidence and support. This is a permanent, hybrid role based in London within our Rathbones Asset Management division and Business Delivery Change team. We offer a comprehensive benefits package including pension, private medical insurance, life assurance, income protection, share scheme, flexible holiday purchase, discretionary bonus, family‑friendly policies, study support, travel loans, volunteering days, gym discounts, and other voluntary benefits. We also support employee wellbeing and development through social groups, inclusion networks, and our NextGen IM Network, and we are committed to building a diverse, equal, and inclusive workplace where people feel they belong.

Charles River Investment Management System Business Analyst/Product Analyst employer: Rathbones Group Plc

At Rathbones, we pride ourselves on being a leading employer in the wealth management sector, offering a dynamic and inclusive work environment in London. Our commitment to employee growth is reflected in our comprehensive benefits package, which includes flexible holiday options, study support, and wellness initiatives, ensuring that our team members thrive both personally and professionally. Join us to be part of a collaborative culture that values diversity and empowers you to make a meaningful impact in the financial services industry.

Rathbones Group Plc

Contact Details:

Rathbones Group Plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Charles River Investment Management System Business Analyst/Product Analyst

Get Involved in Finance Communities

Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Rathbones Group Plc, who often scout for talent at such events.

Utilise Networking Platforms

Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Rathbones Group Plc.

Show Off Your Financial Skills

Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Rathbones Group Plc.

Engage with Recruitment Events

Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Rathbones Group Plc, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!

We think you need these skills to ace Charles River Investment Management System Business Analyst/Product Analyst

Charles River Investment Management System (CRIMS)
Configuration and Maintenance of CRIMS
Manager Workbench Updates
Workspace Views
User Group Configuration
Permission Changes
Investment Management Workflows

Some tips for your application 🫡

Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Rathbones Group Plc want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Rathbones Group Plc.

Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Rathbones Group Plc will be keen to see that passion and how you keep up with industry news and developments.

Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Rathbones Group Plc. Numbers speak louder than words!

How to prepare for a job interview at Rathbones Group Plc

Brush Up on Financial Modelling

For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.

Know Your Investment Strategies

Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.

Show Your Analytical Skills

Since this is a full-time role, companies like Rathbones Group Plc want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.

Discuss Your Long-Term Career Goals

As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRathbones Group Plc.