Business Analyst

Who we are looking for

We are seeking a Business Analyst to support the evolution of the Charles River Wealth platform by contributing to requirements definition, backlog management, and delivery execution across a range of initiatives.  The candidate must have extended knowledge of the Wealth industry, excellent communication skills, hands-on requirements gathering, modeling and planning capabilities to properly execute roadmaps across multiple development level teams. This role will work side-by-side with Technical Team Leads and Wealth Product Managers to oversee the assignment, execution, and delivery of initiatives that enhance the CRIMS Wealth platform.

Additionally, the candidate will work closely with other areas of the organization such as professional services, technical implementation services, relationship managers, support, and operations teams to ensure the administration and tooling meets both internal and external stakeholder needs.  This role will drive definition and delivery of functional and non-functional requirements for our platform to ensure optimal operation of the product suite of offerings.

The candidate will assist PMs and BAs in managing their product backlogs, ensuring engineering teams are taking full advantage of their allotted capacity. This role will also provide subject matter expertise to the development resources within the Engineering department.

Why this role is important to us

The team you will be joining is part of the Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end-to-end investment management platform covering front, middle and back office. The platform offers portfolio management, compliance, order and execution management, post-trade processing, data provisioning and management, performance measurement, as well as other key capabilities important to the investment lifecycle.

What you will be responsible for

• Gather requirements from internal & external parties (design, engineering, partners, vendors, etc.) and create initiatives and manage deconstruction and delivery of the features/functions critical to the wealth/Privates’ market, prioritized based on company objectives and strategies.
• Lead the design, resourcing, and execution of the administration and utilities strategic initiatives across multiple development teams.

• Create and manage cross-team initiatives that leverage resources from many different teams and expertise – including engineering, business, QA, support, and cloud operations.

• Be able to and willing to present to a wider internal & external audience for reviews and decision making.
• Contribute to the development of the Wealth roadmap and work hand and hand with team leads, PMs, and BAs to ensure progress according to plan.

• Ensure the delivery, documentation, and training of the platform’s deliverables.

Qualifications:

• Experience in product management or business analysis for software systems.
• Bachelor’s degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting
• Experience in Financial Services / Wealth Management is required.
• Experience working with remote teams.
• Strong analytical and problem-solving skills.
• Looking for an individual with high motivation and the ability to take initiative, set priorities and perform tasks with minimal guidance.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential