Sr. Business Analyst - Hybrid

The Opportunity

Our client is 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’ll be responsible for translating 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.

The expected annual base salary for this role is ,000 with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program.

Our client, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.

Advantages
The expected annual base salary for this role is ,000 with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program.

Responsibilities
You’ll Have 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 while retaining necessary controls.
Translate business workflows and data needs into functional specifications and ensure timely delivery of technology solutions.
Partner with developers, QA teams, and business application support to ensure integrations (SOD/SMF/IBOR/Benchmark data) are accurate and timely.
Act as a CRIMS Subject Matter Expert (SME), occasionally providing Level 2 support and consulting to business users.
Identify and analyze emerging trends, data patterns, and issues to guide strategic decision-making.
Mentor colleagues, share expertise across 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.

Qualifications
What We’re Looking For

Experience:

7+ years in financial services, investment/wealth management, or capital markets technology.

Education:

Bachelor’s degree required (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.
Expertise in trade life cycles, mutual funds, ETFs, derivatives, and structured products.
Strong grasp of SMF, IBOR, portfolio accounting, and investment risk data attributes.
Systems…