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).