Charles River Business Analyst (Hybrid)

Your opportunity

• Be a business analyst in the Investment, Trading & Compliance Technology team
• Evaluate and capture the needs and wants of our global front office business partners (portfolio managers, traders, compliance analysts and their respective support functions)
• Implement these needs within the technical/systems ecosystem at JHI in a forward-thinking manner that balances near term concerns / tactical solutions with the longer term / strategic direction
• Keep up to date with changes reflected in internal and vendor software.  Identify where new functionality could be usefully implemented and offer efficiencies in the Front Office.
• Always work with the big picture in mind.  Liaise with wider technology teams to coordinate inter dependencies and resolve issues. 
• Work with data teams to ensure investment professionals are presented with accurate security master, trading, execution, commission, position and lot level data.
• Participate fully in all scrum ceremonies. Take full responsibility for solution delivery.  This includes facilitating meetings, running white board sessions, obtaining signoff of acceptance criteria and managing implementation through the guarantee period.
• Contribute to the maintenance of issue logs, meeting minutes, meeting schedules, project summaries and updates.
• Produce quality test strategies and plans and manage all aspects of system and user acceptance testing.
• You will work closely with Product Owners to ensure any risks or issues are highlighted and mitigation options are worked through and that reporting of progress is clear and concise, ensuring deliverables and timelines are adhered to.
• Carry out other duties as assigned

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• All-inclusive approach to Diversity, Equity and Inclusion
• Maternal/paternal leave benefits and family services
• Complimentary subscription to Headspace – the mindfulness app
• Corporate membership to ClassPass and other health and well-being benefits
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Must have skills

• CRD CRIMS 20r experience preferred
• A strong working history with Equity Traders, PM’s, compliance, and operations, understanding the full lifecycle of trades
• Possess sensitivity to the traders / PM’s time and ensure that this sensitivity is in mind for all interactions
• Experience working with Manager Workbench, Trade Blotters, with Modelling, Portfolio Management, Compliance, Order Management, Trading and Execution Management systems including expertise with multiple modules of the Charles River Investment Management System, Version 20r
• Experience of the analysis process: from requirements gathering in the form of user stories, writing acceptance criteria / test cases, implementation, capturing sign offs and presenting demos to business
• SQL proficiency sufficient to analyse data and investigate stored procedures written in Transact SQL
• Ability to analyse high-level requirements and translate these into overall detailed system-level designs to be used for architectural design, cost / benefit analysis, and solution development.
• Understand and document Process Maps using tools such as Visio.
• A good knowledge of financial products used in Asset Management including, Equities, Cash, Fixed Income and complex Swap instruments. Have experience of implementing change across these instrument types.
• Experience of Flextrade, TSOX, EMX

Nice to have skills

• IMC certification advantageous but not essential
• Agile experience is highly favorable
• Knowledge of Jira and confluence
• Understanding of messaging technologies used for the communication of transactional data to 3rd parties vendor applications
• Understand change delivery within the asset management sector
• Ability to communicate, present, influence, reason and demonstrate the ability to articulate information technology concepts to non-technology personnel in a clear and compelling manner. 
• Ability to deliver on heavy workloads and exceed high expectations while remaining focused and organized in a fast-paced environment

Potential for growth

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

Compensation information 

The base salary range for this position is $110,000-125,000. This range is estimated for this role. Actual pay may be different