Charles River Consultant

Must-haves

• Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience
• 5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
• 2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
• Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
• Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
• Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes
• Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
• Ability to write, update and execute SQL queries
• Strong understanding of the Agile Software Development Lifecycle
• Proficiency with process diagramming and project management tools

Day-to-Day

Insight Global is looking for a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.