Sumeru Inc
Senior Business Analyst - Aladdin Integration
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Business Analyst – CRD
Location: London
Job Summary
We are seeking an experienced Business Analyst with strong Charles River Development (CRD/CRIMS) experience to support investment management and front-to-back financial technology initiatives. The ideal candidate will have a strong understanding of investment management workflows, Charles River IMS, business requirements, process analysis, and stakeholder management.
The Business Analyst will work closely with business users, portfolio managers, traders, operations teams, technology teams, and other stakeholders to gather requirements, analyze current-state processes, define future-state solutions, and support CRD implementations and enhancements.
Key Responsibilities
- Gather, document, and analyze business requirements for Charles River Development (CRD/CRIMS) implementations and enhancements.
- Work with business stakeholders to understand investment management, trading, portfolio management, compliance, and operations processes.
- Analyze current-state workflows and design future-state business processes.
- Translate business requirements into detailed BRDs, functional requirements, user stories, process flows, and acceptance criteria.
- Support configuration and enhancement of CRD modules based on business requirements.
- Partner with CRD/technology teams to clarify requirements and validate proposed solutions.
- Support integration requirements between CRD and downstream/upstream systems.
- Participate in UAT planning, test case development, execution, defect tracking, and production validation.
- Work with Portfolio Managers, Traders, Investment Operations, Compliance, and other business teams to resolve functional issues.
- Identify process gaps, inefficiencies, and opportunities for automation or improvement.
- Facilitate requirement-gathering sessions, workshops, walkthroughs, and stakeholder meetings.
- Perform impact analysis for system changes and enhancements.
- Support data mapping, workflow analysis, and reconciliation requirements.
- Coordinate with development, QA, and implementation teams throughout the SDLC.
- Assist with production support, issue investigation, root-cause analysis, and resolution.
- Maintain functional documentation, process diagrams, requirements traceability, and project artifacts.
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Required Skills & Experience
- 5+ years of Business Analyst experience within investment management, asset management, wealth management, or financial services.
- Hands-on experience with Charles River Development (CRD) / Charles River IMS (CRIMS).
- Strong understanding of investment management and trading workflows.
- Experience gathering and documenting complex business and functional requirements.
- Strong experience creating BRDs, FRDs, user stories, process flows, use cases, and acceptance criteria.
- Experience working with Portfolio Management, Trading, Compliance, and/or Investment Operations teams.
- Strong understanding of SDLC and Agile methodologies.
- Experience with UAT, test planning, test execution, and defect management.
- Strong analytical, problem-solving, and communication skills.
- Ability to work effectively with both business and technical stakeholders.
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Preferred CRD Experience
Candidates with experience in one or more of the following areas are highly preferred:
- Charles River IMS
- Portfolio Management
- Order Management
- Trade Management
- Compliance
- Pre-trade / post-trade workflows
- FIX / FIX connectivity
- Security master / reference data
- Market data
- Investment guidelines and restrictions
- Portfolio modeling
- Rebalancing
- Performance / attribution
- Corporate actions
- Investment operations
- CRD integrations with custodians, brokers, market-data providers, or other enterprise systems
Technical / Functional Skills
- Charles River IMS / CRD
- SQL for data analysis and validation
- Jira / Confluence
- Visio / Lucidchart or similar process-mapping tools
- Microsoft Excel
- API / integration concepts
- FIX protocol knowledge is a plus
- Agile / Scrum
- UAT and defect-management tools
Ideal Candidate
The ideal candidate is not simply a generic Business Analyst who has worked in financial services. We are looking for someone who has hands-on CRD/Charles River experience and understands how investment-management processes operate from a business and functional perspective.
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