Senior Business Analyst

Clientis seeking a seasoned Senior Business Analyst to bridge business needs with technology solutions across our investment management platform. In this role, you will partner with front- and middle-office teams to analyze workflows and data flows, primarily around Securities Master File (SMF) and Investment Book of Record (IBOR) data, and drive enhancements across Charles River IMS (CRIMS), Bloomberg DL, Snowflake ODS, and other trading and market data systems.You’llbe responsible fortranslating complex business requirements into functional solutions, improving CRIMS user experience through custom reports, integrations, and workflow optimizations, and ensuring systems continue to meet evolving business needs. This is a highly collaborative role where you will work closely with investment professionals, technology teams, and external vendors to deliver solutions that enable efficiency, accuracy, and better decision-making.

You’llHave the Opportunity to Learn and Lead

• Collaborate with traders, portfolio managers, operations, compliance, and external vendors (CRD, Bloomberg, State Street, etc.) to configure workflows that minimize pain points whileretainingnecessary controls.
• Translate business workflows and data needs into functional specifications and ensuretimelydelivery of technology solutions.
• Partnerwith developers, QA teams, and business application support to ensure integrations (SOD/SMF/IBOR/Benchmark data) areaccurateandtimely.
• Act as aCRIMS Subject Matter Expert (SME), occasionally providing Level 2 support and consulting to business users.
• Identifyand analyze emerging trends, data patterns, and issues to guide strategic decision-making.
• Mentor colleagues, shareexpertiseacross practice communities, and help build analytical capability within the organization.
• Stay ahead of evolving technologies in investment systems, analytics, reporting, and data visualization.
• Contribute to business cases and project funding requests by clearly defining scope, risks, and benefits.
• Lead structured requirements gathering, stakeholder walkthroughs, and validation sessions to ensure solutions meet expectations.
• Play a critical role in shaping the investment data and system landscape by recommending and implementing innovative approaches.

WhatWe’reLooking For

• Experience:7+ years in financial services, investment/wealth management, or capital markets technology.
• Education:Bachelor’s degreerequired(MBA/MS in Computer Science, Information Systems, Finance, Data Analytics, or related field preferred).

Domain Knowledge:

• Deep understanding of asset classes, securities, portfolio management, trading, compliance, and performance reporting.
• Expertisein trade life cycles, mutual funds, ETFs, derivatives, and structured products.
• Strong grasp of SMF, IBOR, portfolio accounting, and investment risk data attributes.

Systems Expertise:

• Hands-on with Charles River IMS (CRIMS) implementations, upgrades, and workflows (entitlements, rebalancing, compliance, benchmarking, IBOR, collateral, etc.).
• Proficiencywith Bloomberg DL, PORT, RIMES, Refinitiv, FactSet, Markit EDM, State StreetDataGX/Alpha, BARRA risk analytics.
• Familiarity with Snowflake, SQL,PowerBI, MS Excel/Visio, and data visualization/reporting tools.

Technical Skills:

• Knowledge of SDLC, Agile/Scrum/Waterfall methodologies.
• Jira, Confluence, relational databases, advanced data analysis techniques.
• Strong documentation, requirements analysis, and process modeling skills.

Soft Skills:

• Exceptional communication and influence skills.
• Strong problem-solving ability and analytical mindset.
• Ability to work independently while managing complex stakeholder needs.
• Leadership in mentoring, knowledge sharing, and fostering collaboration.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location. For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

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