CRD Business Analyst - Front Office, Charles River IMS

Investm Technology Llc

Sydney

On-site

AUD 120,000 - 170,000

Full time

14 days+

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Job summary

Investm Technology Llc is seeking an experienced CRD Business Analyst to support Front Office users across Portfolio Management, Trading and Investment Operations in Sydney. Strong CRD/CRIMS experience and a deep understanding of the investment lifecycle are essential.

You will bridge business requirements with technology solutions, coach end-users, and participate in system upgrades and testing to improve workflows and data integrity across positions, orders and executions.

Qualifications

Bachelor's degree in Finance, Economics, Computer Science, or related field.
5+ years of experience as a Business Analyst in asset management or investment banking with at least 3 years hands-on CRD (Charles River IMS).
Strong understanding of Front Office workflows including portfolio management, order generation, trade execution and compliance monitoring.
Experience supporting or integrating with OMS, EMS, FIX connectivity, and market data systems.
Knowledge of financial instruments (equities, fixed income, derivatives, FX) and portfolio analytics.
Familiarity with SQL for data analysis and troubleshooting.
Excellent communication, analytical, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment with attention to detail.

Responsibilities

Serve as the primary liaison between Front Office users and the technology teams supporting Charles River platform.
Gather, document, and analyze business requirements related to portfolio management, order management, compliance and trading workflows.
Support day-to-day CRD production activities, including issue triage, system monitoring, and escalation to vendors or internal support teams.
Partner with Portfolio Managers and Traders to optimize workflows and ensure data integrity across positions, orders and executions.
Participate in system upgrades, configuration changes, and testing (UAT, regression, integration).
Maintain and enhance compliance rules, workflows, and user configurations within CRD.
Collaborate with data management and middle/back office teams for reference data, market data and trade processing.
Work with Charles River vendor on defect management, enhancements and patch implementations.
Develop and maintain process maps, configuration details and support procedures.
Provide training and support to end-users to increase adoption and efficiency.