Job Description

Role: Charles River Business Analyst

Location: chicago, IL - onsite

Key Responsibilities:

Gather, analyze, and document business requirements from Portfolio Managers, Traders, Compliance, Operations, and Technology teams
Support and enhance Charles River Investment Management System (CR IMS) modules including Portfolio Management, Order Management, Trading, Compliance, and Rebalancing
Analyze and optimize end-to-end investment lifecycle processes — portfolio construction, order generation, trade execution, allocation, settlement, and reconciliation
Configure and maintain pre-trade and post-trade compliance rules, investment guidelines, and regulatory controls within Charles River
Collaborate with stakeholders and technology teams to design, implement, and deliver system enhancements, upgrades, and platform migration initiatives
Manage integrations between Charles River and third-party platforms such as Bloomberg, FactSet, State Street Alpha, Aladdin, custodians, and market data providers
Perform data analysis, mapping, validation, reconciliation, and troubleshooting related to security master, pricing, benchmark, and reference data
Lead UAT activities, create test cases, support defect resolution, and ensure successful deployment and adoption of solutions across investment management functions

Top 3 Required Skills:

Charles River Investment Management System (CR IMS) / Charles River OMS expertise
Strong Business Analysis experience within Asset Management or Capital Markets environments
In-depth knowledge of front-office trading workflows, portfolio management, compliance monitoring, and investment operations

Top 3 Preferred Skills:

Experience integrating Charles River with Bloomberg, FactSet, Aladdin, State Street Alpha, and custodian platforms
Strong understanding of Equities, Fixed Income, Derivatives, FX, ETFs, and other investment products
Experience with UAT, Agile delivery methodologies, data analysis, and regulatory/compliance reporting

Charles River Business Analyst | W2 profiles | Onsite

Quick Overview