Job Description
Overview
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We are seeking an experienced
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Title: CRD BA
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Location: Sydney, Australia
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Duration: Long-term Contract
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Overview
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We are seeking an experienced Charles River Development (CRD) Business Analyst to support our Front Office users across Portfolio Management, Trading, and Investment Operations. The ideal candidate will have a strong understanding of the investment management lifecycle, hands-on experience with Charles River Investment Management System (CRIMS), and the ability to bridge the gap between business requirements and technology solutions.
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Key Responsibilities
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Serve as the primary liaison between Front Office users (Portfolio Managers, Traders, Compliance, Risk) and the technology teams supporting the Charles River platform.
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Gather, document, and analyze business requirements related to portfolio management, order management, compliance, and trading workflows.
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Support day-to-day CRD production activities, including issue triage, system monitoring, and escalation to vendors or internal support teams as needed.
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Partner with Portfolio Managers and Traders to enhance workflows, optimize system usage, and ensure data integrity across positions, orders, and executions.
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Participate in system upgrades, configuration changes, and testing (UAT, regression, and integration testing).
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Maintain and enhance compliance rules, workflows, and user configurations within CRD.
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Collaborate with data management and middle/back office teams to ensure consistency in reference data, market data, and trade processing.
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Work closely with the Charles River vendor on defect management, enhancements, and patch implementations.
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Develop and maintain documentation, including process maps, configuration details, and support procedures.
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Provide training and support to end-users to increase adoption and efficiency.
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Qualifications & Skills
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Bachelor s degree in Finance, Economics, Computer Science, or related field.
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5+ years of experience as a Business Analyst in the asset management or investment banking domain, with at least 3 years of hands-on CRD (Charles River IMS) experience.
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Strong understanding of Front Office workflows, including portfolio management, order generation, trade execution, and compliance monitoring.
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Experience supporting or integrating with OMS, EMS, FIX connectivity, and market data systems.
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Knowledge of financial instruments (equities, fixed income, derivatives, FX) and portfolio analytics.
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Familiarity with SQL for data analysis and troubleshooting.
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Excellent communication, analytical, and problem-solving skills.
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Ability to manage multiple priorities in a fast-paced environment with solid attention to detail.
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Preferred Qualifications
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Experience with Charles River versions 19R3 or higher.
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Exposure to integration with Bloomberg, Aladdin, or other OMS/EMS platforms.
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Working knowledge of Python, Power BI, or automation tools for reporting and workflow optimization.
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Prior experience in investment management IT support or Front Office technology.
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📌 Business Analyst (Charles River Ims) (New South Wales)
🏢 InvestM Technology
📍 New South Wales