WAM CRD BA-Senior (CRIMS) - Business Analyst

Job title: WAM CRD BA-Senior (CRIMS) - Business Analyst

About the Role We are seeking an experienced Business Analyst with strong expertise in the Charles River Investment Management System (CRIMS) to join EY's Investment Technology / Front Office Technology team. The ideal candidate will work closely with Portfolio Managers, Traders, Compliance, Operations, and Technology teams to enhance, support, and optimize the CRIMS platform across the investment lifecycle.

What You'll Do

• Engage with front office users (PMs, traders) to understand business processes, workflows, and system enhancement needs within Charles River across modules such as Order Management System (OMS), Portfolio Management, Compliance, IBOR/Accounting interfaces, and post-trade workflows.
• Translate business requirements into functional design specifications for Technology teams.
• Configure CRIMS components including workflows, compliance rules, dashboards, blotters, and user profiles; support daily CRIMS operations including trade flow, compliance rule checks, and order lifecycle management; troubleshoot issues related to order workflows, trade routing, FIX connectivity, compliance rule exceptions, and data quality.
• Lead or participate in CRIMS upgrades, new module implementations, and workflow redesign initiatives; conduct impact assessments, regression testing, and UAT planning; coordinate with Charles River/State Street support for issue resolution or enhancements.
• Data Management & Integration: Work with Data Engineering/Operations to ensure high-quality security master, pricing, positions, and benchmark data in CRIMS; support interfaces between CRIMS and downstream/upstream systems (Portfolio Accounting systems, EMS/FIX networks, Risk systems, Reporting tools).
• Stakeholder Communication & Training: Serve as liaison between business and technology teams; provide training and support for end users on new features, workflows, and system functionalities; prepare documentation including SOPs, release notes, and process guides.

What We're Looking For

• 5–7 years of experience as a Business Analyst in investment management or asset management technology.
• Hands-on experience with Charles River IMS (v23R1 and above preferred) across OMS, Compliance, or PM modules.
• Strong understanding of investment products: Equities, Fixed Income, Derivatives, FX, Money Markets.
• Knowledge of front-to-back investment workflows: order generation, trading, compliance, settlements, and performance.
• Proficiency in SQL and data analysis tools for troubleshooting.
• Experience working in Agile/Scrum.
• Good to have: CRIMS compliance rule building and testing; familiarity with FIX connectivity; IBOR/ABOR processes and reconciliations; exposure to cloud-based CRD implementations (SaaS); CFA/FRM or progress toward certification.

Nice to Have

• Soft skills: strong problem-solving ability and analytical mindset; excellent communication and stakeholder management; ability to work in fast-paced, dynamic environment; high attention to detail and structured approach to documentation.

Compensation & Benefits

• We offer a high-impact role working closely with PMs, Traders, and Compliance teams, with opportunities to shape front-office workflows and contribute to technology transformation. Our commitment is to foster an inclusive environment where diverse perspectives are celebrated.