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Charles River Product Specialist ( Business Analyst ) Location: New York
City Duration: 6 months

Email : as...@sagetl.com <r...@sagetl.com>

Direct Number: 732-784-6489


Top tier investment bank is seeking a Charles River Product Specialist \
Business Analyst for the following:

Responsible for working with internal end-users to develop, configure and
customize Charles River portfolio management platform.



Should be able to leverage prior knowledge of working as part of a team and
assist in the global Charles River roll out for Private Banking and Wealth
Management.



Able to lead the requirements gathering and define functional
specifications, analyze and approve development specs based on a
*solid understanding of how to execute a Charles River implementation and
prior exposure to a wide range of securities including Fixed Income,
Equities and OTC (SWAPS etc) on Charles River. *
*At least 4-5 years of Charles River Implementation is a must. Prior
experience working with the SWAP module in CRD V9 is must.*

IDEAL QUALIFICATIONS/COMPETENCIES:


*Candidate should have knowledge of the trade flow process, i.e. order
generation, trading and settlements. *
Extensive knowledge of various modules in* Charles River*




- 4-6 years of relevant experience
- Good understanding of *Compliance, Trading Workflows*
Strong knowledge of *Charles River will be required*, with extensive
experience in *Configuring the manager workbench, blotter, Groups and User
privileges, commission and fees, etc.*
Good communication skill, i.e. able to assist the users in articulating
their business requirements, helping them defines their objectives. Able to
document business and function requirements.
Excellent interaction with Front Office users like Portfolio Managers and
traders. Candidates must have exceptional communication skills, the ability
to work directly with various business teams, display creative problem
solving skills and the desire to work independently as well as in a team
setting.




Minimum Bachelor's degree. Master's Degree in financial or technical field
a strong plus



Understanding of *software product development lifecycle.*



Strong individual contributor with high motivation, and the ability to take
initiative, set priorities and perform tasks with minimal guidance



Excellent communication and inter-personal skills, ability to work with
many internal and external parties



*Background in portfolio management and trading system applications a
strong plus.*



*THE ROLE INVOLVES:*

Lead requirements gathering sessions to gather business and technical
requirement Create business requirements documentation, functional
specifications, use cases Coordinate with engineering to develop proposed
solutions that meet requirements Develop initial UI / design, process /
workflow maps, and test requirements Verify that the resulting solution
meets requirements Provide input to documentation, quality assurance, and
training departments Provide product expertise support to various internal
parties





Thanks & Regards,



Anu Sood

Technical Recruiter

Sage Group Consulting Inc

Email : as...@sagetl.com <r...@sagetl.com>

Phone : 732.767.0010 x 604

Direct Number: 732-784-6489

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