Reference: TQ2526_2133_479
Vacancy: 1
Job Title: Business Analyst - Charles River
Location: Leicester
Job Purpose:
TESTQ Technologies is an IT services and solutions company delivering innovative, scalable, and cost-effective solutions across diverse industry sectors. Leveraging deep technical, domain, and process expertise, we empower organizations to enhance operational efficiency and drive business growth.
We are seeking an experienced Business Analyst - Charles River with strong expertise in Charles River Investment Management Solution (CRIMS) to support front-to-back investment lifecycle processes. The ideal candidate will collaborate with stakeholders, portfolio managers, compliance teams, and technical teams to deliver high-quality business solutions, ensuring alignment with organizational objectives and regulatory requirements.
Job Description (Main Duties and Responsibilities):
- Gather, analyze, and document detailed business and system requirements for CRIMS implementations, upgrades, and enhancements
- Collaborate with portfolio managers, traders, compliance officers, risk teams, and operations to understand workflows across the investment lifecycle
- Translate business requirements into functional specifications (FRD), business requirement documents (BRD), user stories, use cases, and process flows
- Configure, customize, and support Charles River modules including Trading, Compliance, Portfolio Management, Order Management System (OMS), IBOR, and Risk modules
- Conduct workshops, stakeholder interviews, and requirement elicitation sessions using structured methodologies
- Perform gap analysis, impact analysis, and feasibility assessments to recommend optimal solutions
- Support integration of CRIMS with external systems such as custodians, brokers, market data providers (Bloomberg, Reuters), accounting systems, and risk platforms
- Design and support data mapping, data migration, and ETL processes.
- Work with development teams on API integrations, FIX protocol implementations, and middleware solutions
- Assist in defining and executing test strategies including SIT, UAT, regression, and automation testing
- Develop test cases, test scripts, and validation scenarios for trade lifecycle and compliance workflows
- Validate trade execution flows, allocations, settlements, and compliance rule enforcement
- Perform data validation, reconciliation, and exception handling
- Support release management, deployment planning, and change management processes
- Provide production support, perform root cause analysis (RCA), and resolve system issues
- Ensure adherence to regulatory frameworks such as MiFID II, EMIR, SEC, FCA, Dodd-Frank
- Maintain detailed documentation including process diagrams, system workflows, data dictionaries, and training manuals
- Collaborate in Agile/Scrum ceremonies such as sprint planning, backlog grooming, and retrospectives
- Monitor system performance and suggest improvements for scalability, performance, and efficiency
- Stay updated with CRIMS platform upgrades, financial regulations, and emerging fintech trends
Key Skills, Qualifications and Experience Needed
(The candidate must demonstrate these in all stages of assessment)
- Bachelor’s degree in Finance, Computer Science, Information Technology, or related field
- 6-10+ years of experience as a Business Analyst with strong exposure to Charles River IMS (CRIMS)
- Experience in buy-side asset management, wealth management, or investment banking environments
- Strong understanding of the full investment lifecycle (order creation to settlement and reporting)
- Advanced configuration of CRIMS modules (Trading, Compliance, OMS, Portfolio Management, IBOR)
- Expertise in compliance rule coding, restrictions, guideline monitoring, and pre/post-trade compliance
- Experience with Charles River Data Model, Security Master, and Portfolio structures
- Hands-on experience with FIX Protocol (FIX 4.x/5.x)
- Experience with REST APIs, SOAP Web Services, microservices architecture
- Middleware tools such as MuleSoft, TIBCO, IBM MQ, Kafka
- Integration with Bloomberg, Reuters, FactSet, Markit, custodians, and clearing systems
- Strong SQL skills (complex queries, joins, stored procedures, performance tuning)
- Experience with RDBMS (Oracle, SQL Server, PostgreSQL)
- Knowledge of NoSQL databases (MongoDB, Cassandra)
- Experience in data warehousing, ETL tools (Informatica, Talend, SSIS)
- Data reconciliation, data governance, and data quality frameworks
- Familiarity with Python, Java, or C# for data analysis and automation
- Scripting knowledge in Shell, PowerShell
- Experience with automation frameworks and tools
- Expertise in UAT coordination, SIT execution, defect lifecycle management
- Experience with test management tools (Jira, TestRail, HP ALM, Zephyr)
- Knowledge of test automation tools (Selenium, Cypress, Postman)
- API testing and validation
- Familiarity with CI/CD pipelines (Jenkins, GitLab CI, Azure DevOps)
- Version control systems (Git, Bitbucket)
- Experience with containerization (Docker, Kubernetes) is a plus
- Strong experience in Agile/Scrum and Waterfall methodologies
- Tools: Jira, Confluence, Azure DevOps, MS Project
- Experience in backlog management, sprint planning, and story estimation
- Strong knowledge of financial instruments: Equities, Fixed Income, Derivatives, FX, Options, Futures
- Understanding of risk management, P&L, NAV calculations, and performance attribution
- Exposure to accounting systems and reconciliation processes
- In-depth understanding of MiFID II, EMIR, SEC, FCA, Basel III, Dodd-Frank
- Experience implementing regulatory reporting and compliance controls
Other Key Skills:
- Excellent analytical and critical thinking abilities
- Strong communication and stakeholder management skills
- Ability to bridge the gap between business and technical teams
- Proactive, self-driven, and ownership-oriented mindset
- Strong documentation and presentation skills
- Ability to manage multiple priorities in a fast-paced environment
- Client-facing experience with strong interpersonal skills
- Adaptability to changing business and regulatory requirements
- Strong focus on quality, accuracy, and timely delivery
- Ability to mentor junior analysts and contribute to team capability building
Qualifications: Bachelor's degree or above in the UK or equivalent.
Salary: GBP 55000 to 65000 per annum
Published Date: 01-Apr-26
Closing Date: 01-May-26
Evaluation: CV Review, Functional & Technical Assessment, Personal Interview, Stakeholder Interview, and References
Job Type: Full-time, Permanent (Part-time and Fixed Term options available)
