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For Companies At a Glance
- Tasks: Analyse and document business requirements for Charles River Investment Management solutions.
- Company: Join TESTQ Technologies, a leader in innovative IT services.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Why this job: Make an impact in the finance sector with cutting-edge technology and collaborative teams.
- Qualifications: 6-10 years as a Business Analyst with expertise in Charles River IMS.
- Other info: Dynamic work environment with a focus on career development and regulatory compliance.
The predicted salary is between 55000 - 65000 £ per year.
Location: Leicester
Job Purpose
TESTQ Technologies is an IT services and solutions company delivering innovative, scalable, and cost-effective solutions across diverse industry sectors. Leveraging deep technical, domain, and process expertise, we empower organizations to enhance operational efficiency and drive business growth.
Candidate Profile
We are seeking an experienced Business Analyst - Charles River with strong expertise in Charles River Investment Management Solution (CRIMS) to support front-to-back investment lifecycle processes. The ideal candidate will collaborate with stakeholders, portfolio managers, compliance teams, and technical teams to deliver high-quality business solutions, ensuring alignment with organizational objectives and regulatory requirements.
Job Description (Main Duties and Responsibilities)
- Gather, analyze, and document detailed business and system requirements for CRIMS implementations, upgrades, and enhancements
- Configure, customize, and support Charles River modules including Trading, Compliance, Portfolio Management, Order Management System (OMS), IBOR, and Risk modules
- Support integration of CRIMS with external systems such as custodians, brokers, market data providers (Bloomberg, Reuters), accounting systems, and risk platforms
- Design and support data mapping, data migration, and ETL processes
- Work with development teams on API integrations, FIX protocol implementations, and middleware solutions
- Assist in defining and executing test strategies including SIT, UAT, regression, and automation testing
- Develop test cases, test scripts, and validation scenarios for trade lifecycle and compliance workflows
- Validate trade execution flows, allocations, settlements, and compliance rule enforcement
- Support release management, deployment planning, and change management processes
- Provide production support, perform root cause analysis (RCA), and resolve system issues
- Ensure adherence to regulatory frameworks such as MiFID II, EMIR, SEC, FCA, Dodd-Frank
- Maintain detailed documentation including process diagrams, system workflows, data dictionaries, and training manuals
- Collaborate in Agile/Scrum ceremonies such as sprint planning, backlog grooming, and retrospectives
- Monitor system performance and suggest improvements for scalability, performance, and efficiency
- Stay updated with CRIMS platform upgrades, financial regulations, and emerging fintech trends
Key Skills, Qualifications and Experience Needed
- Bachelor’s degree in Finance, Computer Science, Information Technology, or related field
- 6-10+ years of experience as a Business Analyst with strong exposure to Charles River IMS (CRIMS)
- Experience in buy-side asset management, wealth management, or investment banking environments
- Strong understanding of the full investment lifecycle (order creation to settlement and reporting)
- Advanced configuration of CRIMS modules (Trading, Compliance, OMS, Portfolio Management, IBOR)
- Expertise in compliance rule coding, restrictions, guideline monitoring, and pre/post-trade compliance
- Experience with Charles River Data Model, Security Master, and Portfolio structures
- Hands-on experience with FIX Protocol (FIX 4.x/5.x)
- Experience with REST APIs, SOAP Web Services, microservices architecture
- Middleware tools such as MuleSoft, TIBCO, IBM MQ, Kafka
- Integration with Bloomberg, Reuters, FactSet, Markit, custodians, and clearing systems
- Strong SQL skills (complex queries, joins, stored procedures, performance tuning)
- Experience with RDBMS (Oracle, SQL Server, PostgreSQL)
- Knowledge of NoSQL databases (MongoDB, Cassandra)
- Experience in data warehousing, ETL tools (Informatica, Talend, SSIS)
- Data reconciliation, data governance, and data quality frameworks
- Familiarity with Python, Java, or C# for data analysis and automation
- Scripting knowledge in Shell, PowerShell
- Experience with automation frameworks and tools
- Expertise in UAT coordination, SIT execution, defect lifecycle management
- Experience with test management tools (Jira, TestRail, HP ALM, Zephyr)
- Knowledge of test automation tools (Selenium, Cypress, Postman)
- API testing and validation
- Familiarity with CI/CD pipelines (Jenkins, GitLab CI, Azure DevOps)
- Version control systems (Git, Bitbucket)
- Experience with containerization (Docker, Kubernetes) is a plus
- Strong experience in Agile/Scrum and Waterfall methodologies
- Tools: Jira, Confluence, Azure DevOps, MS Project
- Experience in backlog management, sprint planning, and story estimation
- Strong knowledge of financial instruments: Equities, Fixed Income, Derivatives, FX, Options, Futures
- Understanding of risk management, P&L, NAV calculations, and performance attribution
- Exposure to accounting systems and reconciliation processes
- In-depth understanding of MiFID II, EMIR, SEC, FCA, Basel III, Dodd-Frank
- Experience implementing regulatory reporting and compliance controls
Qualifications
Bachelor's degree or above in the UK or equivalent.
Salary GBP 55,000 to 65,000 per annum
Dates Published Date: 01-Apr-26 Closing Date: 01-May-26
Evaluation CV Review, Functional & Technical Assessment, Personal Interview, Stakeholder Interview, and References
Job Type Full-time, Permanent (Part-time and Fixed Term options available)
Business Analyst - Charles River employer: TESTQ TECHNOLOGIES LTD
Contact Detail:
TESTQ TECHNOLOGIES LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst - Charles River
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tech sectors, especially those who know about Charles River. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your CRIMS knowledge. Make sure you can discuss your experience with investment lifecycle processes and compliance regulations confidently. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your specific experiences with Charles River modules and any relevant projects. This will help us see how you fit into our team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Business Analyst position.
We think you need these skills to ace Business Analyst - Charles River
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Analyst role, highlighting your experience with Charles River and relevant skills. We want to see how your background aligns with what we're looking for!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past work that show how you've successfully tackled challenges related to investment management solutions.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about this role and how you can contribute to our team. Keep it engaging and relevant to the job description.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at TESTQ TECHNOLOGIES LTD
✨Know Your CRIMS Inside Out
Make sure you have a solid understanding of the Charles River Investment Management Solution (CRIMS). Brush up on its modules like Trading, Compliance, and OMS. Be ready to discuss how you've configured or customised these in past roles.
✨Showcase Your Analytical Skills
Prepare to demonstrate your ability to gather and analyse business requirements. Think of specific examples where you've successfully documented and implemented solutions that align with regulatory frameworks like MiFID II or EMIR.
✨Familiarise Yourself with Integration Processes
Since integration with external systems is key, be prepared to talk about your experience with APIs, FIX protocols, and middleware tools. Highlight any projects where you’ve successfully integrated CRIMS with other platforms.
✨Be Agile and Ready for Collaboration
As the role involves working in Agile/Scrum environments, be ready to discuss your experience in sprint planning and backlog grooming. Share how you’ve collaborated with cross-functional teams to deliver high-quality business solutions.