Business Analyst with Charles River

Project Description: We are seeking a Technical Business Analyst with Buy-Side experience and strong expertise in portfolio management and trading lifecycle. The successful candidate will act as a bridge between business stakeholders, product owners, and technology teams, ensuring effective delivery of initiatives in an agile environment. BA who is more focused working with Front Office and Portfolio Management Systems from a Portfolio Manager perspective. For example, entering orders to balance or hedge portfolios; life cycle of a variety of asset classes. Role is on-site and 4 days a week in office. Responsibilities: • Business Analysis & Requirements Gathering • Engage with portfolio managers, middle office, and trading desks to capture and analyze business needs. • Translate requirements into clear functional specifications, process flows, and user stories with acceptance criteria. • Partner with the Product Owner to refine and prioritize the backlog in line with strategic objectives. • Support delivery of solutions that strengthen efficiency, transparency, and compliance in collateral processes. • Review source-code to validate and/or extract process workflows • Track progress, remove blockers, and promote agile best practices. • Break down stories into sizable pieces for Sprint length • Drive continuous improvement within the team. • Stakeholder Management & Delivery • Act as a key liaison between business stakeholders and technology teams. • Ensure timely delivery of features and initiatives, highlighting risks and dependencies. • Communicate status updates and findings clearly to senior management and stakeholders. Mandatory Skills Description: Deep buy-side front-office experience, including direct work with Portfolio Managers, portfolio construction and rebalancing, order management, holdings and positions management, and hands-on experience with buy-side OMS/PMS platforms such as Charles River Capital markets o Strong analytical mindset with attention to detail. o Excellent communication and facilitation skills. o Collaborative, proactive, and adaptable to dynamic business needs. o Outcome-focused, with the ability to balance business priorities and technical constraints. o Excellent problem-solving, documentation, and stakeholder management skills. Nice-to-Have Skills Description: o Strong data analysis skills, including ability to query, validate, and interpret datasets. o Familiarity with portfolio management systems such as Bloomberg, Charles River, Blackrock Aladin. o Agile certification (CSM, PSM).

Act as a bridge between business stakeholders and technology teams to deliver portfolio management and trading initiatives. Responsibilities include gathering requirements from portfolio managers and translating them into functional specifications and user stories within an agile framework.

Requires deep buy-side front-office experience with expertise in portfolio construction, rebalancing, and OMS/PMS platforms like Charles River. Candidates should possess strong analytical skills and the ability to manage stakeholders in a dynamic environment.

• Analyse de donnéesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business Analysis
• Requirements Gathering
• Portfolio Management
• Trading Lifecycle
• Charles River
• Buy-Side Experience
• Agile Methodology
• Stakeholder Management
• Functional Specifications
• User Stories
• Order Management
• Holdings Management
• Data Analysis
• Process Mapping
• Backlog Refinement
• Front Office Operations

• Finance & Accounting
• Technology
• Consulting
• Data & Analytics
• Software

Expérience minimale

5+ ans

Postuler avant le

27 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

4 jours par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte