EYWAM-CRD-BA-MANAGER
About this role
Your Key Responsibilities
- Business Analysis & Requirements Gathering
- Engage with front office users (PMs, traders) to understand business processes, workflows, and system enhancement needs within Charles River.
- Document functional requirements, user stories, and process flows for changes in CRD across modules such as:
- Order Management System (OMS)
- Portfolio Management
- Compliance
- IBOR/Accounting interfaces
- Post trade workflows
- Translate business requirements into functional design specifications for Technology teams.
- CRIMS Configuration & Functional Support
- Configure CRIMS components including workflows, compliance rules, dashboards, blotters, and user profiles.
- Support daily CRIMS operations, including trade flow, compliance rule checks, and order lifecycle management.
- Troubleshoot and resolve issues related to:
- Order workflows
- Trade routing and FIX connecativity
- Compliance rule exceptions
- Data quality (securities, benchmarks, prices, exposures)
- Project & Change Management
- Lead or participate in CRIMS upgrades, new module implementations, and workflow redesign initiatives.
- Conduct impact assessments, regression testing, and UAT planning.
- Coordinate with Charles River/State Street support teams for issue resolution or enhancements.
- Data Management & Integration
- Work with Data Engineering/Operations to ensure high quality security master, pricing, positions, and benchmark data in CRIMS.
- Support interfaces between CRIMS and downstream/upstream systems:
- Portfolio Accounting systems
- EMS/FIX networks
- Risk systems
- Reporting tools
- Stakeholder Communication & Training
- Serve as a liaison between business teams and technology teams.
- Provide training and support for end users on new features, workflows, and system functionalities.
- Prepare documentation including SOPs, release notes, and process guides.
Skills and attributes for success
Preferred Skills
- 5–7 years of experience as a Business Analyst in investment management or asset management technology.
- Hands on experience with Charles River IMS (v23R1 and above preferred ) across OMS, Compliance, or PM modules.
- Strong understanding of investment products:
- Equities
- Fixed Income
- Derivatives
- FX
- Money Markets
- Knowledge of front to back investment workflows: order generation, trading, compliance, settlements, and performance.
- Proficiency in SQL and data analysis tools for troubleshooting issues.
- Experience working in Agile/Scrum methodology.
Good to Have
- Experience with CRIMS compliance rule building and testing.
- Familiarity with FIX connectivity (routing, executions, drop copy).
- Experience with IBOR/ABOR processes and reconciliations.
- Exposure to cloud-based CRD implementations (SaaS model).
- CFA/FRM or progress toward certification is a plus.
Soft Skills
- Strong problem solving ability and analytical mindset.
- Excellent communication and stakeholder management.
- Ability to work in a fast paced and dynamic environment.
- High attention to detail and structured approach to documentation.
What we offer you
- High-impact role working closely with PMs, Traders, and Compliance teams.
- Opportunity to shape front-office workflows and contribute to technology transformation.
Our Commitment: As a commitment, we persistently endeavour to embody our values, fulfil our purpose, and champion inclusiveness. Our dedication is to cultivate EY into an environment where diverse perspectives are celebrated, creating a supportive atmosphere for individuals to authentically be themselves and contribute their utmost.
Professional Development: From entry-level employees to senior leaders, we believe in continuous learning. We offer opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.
People and Culture: In our dynamic workplace, diversity, equity, and inclusiveness are ingrained in our culture. We're united by a commitment to create an environment where every individual's differences are valued, practices are equitable, fostering a sense of belonging. Our shared values include integrity, respect, teaming, inclusiveness, energy, enthusiasm, courage to lead, and building relationships based on doing the right thing.
Benefits: Embark on a transformative career journey with us and indulge in a suite of premium benefits, encompassing exclusive health and wellness packages, enticing rewards, and cutting-edge learning opportunities that empower you to continually grow and excel in your professional and personal development.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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