Business Analyst, AVP

What We Are Looking For

As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management / construction space. Reporting to Product Manager, Front Office for Product Management, you will help the workbench product specifically focused on handling client enquiries, solution client asks for ongoing implementation projects, discuss and understand new requirements and track product roadmap features.

A successful candidate must have experience in fintech, front office/portfolio management related applications and experience dealing with client communications.

The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We have created the first open front-to-back platform—State Street Alpha—which was launched in 2019. Join us if delivering next‑generation software solutions using emerging technologies sounds like a challenge you are up for.

• Working in a dynamic, fast‑paced (agile) environment, apply expertise in specific product areas to deliver a high‑quality product
• Gather requirements for the products – Research, document and prioritize product requirements
• Interact with clients: presenting new features, gathering feedback
• Partner with development to implement and refine features
• Assist QA with feature validation
• Partner with the documentation team to ensure accurate and complete product documentation
• Provide client beta testing support
• Assist implementation and support to resolve escalated client issues
• Work with the product manager in understanding the market needs
• Prioritize and maintain the product backlog and items committed to forward roadmap by PM

• Ability to develop and deliver complex commercial software to demanding clients
• Strong ability to drive results and execute amid ambiguity; the ability to innovate and problem‑solve is critical
• Proven ability to successfully lead teams and functions with a track record of setting realistic yet challenging goals. Instills a strong sense of purpose while also developing a highly engaged team
• Communicates, collaborates, and influences effectively with internal and external clients. Can articulate the product vision, roadmap, and capabilities in a clear, concise, and compelling way
• Engages and energizes the product management/engineering organization to drive towards successfully meeting client and market needs

• Bachelor’s degree in software engineering, finance or similar discipline
• Minimum of 5 years of experience within investment management line of business
• Prior industry experience with portfolio risk, analytics, or risk optimization either with a risk vendor or an asset management firm
• Good understanding of financial investment products across asset classes
• Understanding of investment management workflows and CRIMS highly desirable
• Excellent communication skills (verbal and written), good interpersonal skills, ability to gather and understand requirements in the financial sector
• Proven organizational skills with attention to detail
• Strong analytical and problem‑solving skills
• Flexibility with schedule and ability to work beyond regular business hours
• Demonstrated planning and scheduling skills
• Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment

$80,000 - $140,000 Annual

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for…