TQUKI0508_5555 - Business Analyst - Charles River
Job Type: Permanent
Work Mode: Remote
Job Title: Business Analyst-Charles River
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 processexpertise, we empower organizations to enhance operational efficiency and drive business growth.
We are seeking an experiencedBusiness Analyst - Charles Riverwith strongexpertisein 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 organizationalobjectivesand regulatory requirements.
Job Description (Main Duties and Responsibilities):
* Gather,analyze, and document detailed business and system requirements for CRIMS implementations, upgrades, and enhancements
* Collaborate with portfolio managers, traders, compliance officers, risk teams, and operations to understand workflows across the investment lifecycle
* Translate business requirements into functional specifications (FRD), business requirement documents (BRD), user stories, use cases, and process flows
* Configure, customize, and support Charles River modules including Trading, Compliance, Portfolio Management, Order Management System (OMS), IBOR, and Risk modules
* Conduct workshops, stakeholder interviews, and requirement elicitation sessions using structured methodologies
* Perform gap analysis, impact analysis, and feasibility assessments to recommendoptimalsolutions
* 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
* Assistin 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
* Perform data validation, reconciliation, and exception handling
* 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
(The candidate mustdemonstratethese in all stages of assessment)
* 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)
* Expertisein 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
* Expertisein 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
* 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
Other Key Skills:
* Excellent analytical and critical thinking abilities
* Strong communicationand stakeholder management skills
* Ability to bridge the gap between business and technical teams
* Proactive, self-driven, and ownership-orientedmindset
* Strong documentation and presentation skills
* Ability to manage multiple priorities in a fast-paced environment
* Client-facing experience with strong interpersonal skills
* Adaptability to changing business and regulatory requirements
* Strong focus on quality, accuracy, andtimelydelivery
* Ability to mentor junior analysts and contribute to team capability building
Qualifications: Bachelor's degree or above in the UK or equivalent.
Salary: GBP55000 to 65000 per annum
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