Business Analyst (Charles River Development/CRD)

Job Summary

We are seeking a highly experienced Business Analyst with strong Charles River Development (CRD) expertise to support front-office investment management platforms

This role requires deep domain knowledge in investment management, strong CRD configuration and integration experience, and the ability to translate complex business requirements into functional and technical specifications.

Key Responsibilities

Business Analysis & Stakeholder Engagement

• Act as a Business Analyst for Charles River Development (CRD) platform initiatives.
• Work closely with Portfolio Managers, Traders, Compliance, Operations, Risk, and IT teams to gather and document business requirements.
• Facilitate workshops, requirement-gathering sessions, and design discussions with business stakeholders.
• Translate business needs into functional requirements, use cases, workflows, and user stories.

CRD Platform & Investment Management Support

• Support and enhance CRD OMS, including order creation, trade execution, compliance checks, allocations, and post-trade workflows.
• Analyze and configure CRD rules, workflows, compliance checks, alerts, and reporting.
• Collaborate with technical teams on CRD integrations with upstream/downstream systems (market data, custodians, brokers, accounting systems).
• Support regulatory and compliance requirements across asset classes.

Documentation & Delivery

• Create and maintain BRDs, FRDs, process flows, data mappings, and functional specifications.
• Support UAT planning and execution, including test scenario creation, defect triage, and user sign-off.
• Partner with development and QA teams to ensure accurate implementation of business requirements.
• Provide production support and root-cause analysis for CRD-related issues.

Required Skills & Qualifications

Core Skills

• 10 12 years of experience as a Business Analyst in Investment Management / Asset Management environments.
• Strong hands-on experience with Charles River Development (CRD) OMS.
• Solid understanding of Front Office trading workflows, order lifecycle, allocations, and settlements.
• Experience working with Equities, Fixed Income, Derivatives, FX, or Multi-Asset portfolios.
• Strong knowledge of compliance rules, investment guidelines, and regulatory constraints.

Technical & Analytical Skills

• Experience with CRD configurations, compliance rules, alerts, and reporting.
• Familiarity with system integrations, data flows, and messaging (FIX, batch, APIs preferred).
• Strong SQL skills for data analysis and validation (preferred).
• Experience working in Agile and/or Waterfall delivery models.

Preferred Qualifications

• Prior experience working with large buy-side asset managers.
• Exposure to custodians, brokers, market data vendors, and trade lifecycle systems.
• Knowledge of post-trade processing, reconciliation, and accounting systems.
• Experience supporting regulatory initiatives (SEC, MiFID, etc.).