CRD Business Analyst

Carnegie Consulting; Greater London; On-site; GBP 65,000 - 100,000; Full time

Job summary

Carnegie Consulting in London seeks an experienced CRD Business Analyst to advance portfolio management capabilities within a leading UK pension fund programme.

You will work with Portfolio Managers and operations to translate business requirements into effective CRIMS configurations, portfolio views, and data workflows, including risk measures and liquidity considerations. This is a front-office facing role requiring strong collaboration with technology teams.

Qualifications

• CRIMS experience in front-office portfolio management is required.
• Solid understanding of multi-asset investment workflows.
• Experience with data extraction and analytics (SQL).

Responsibilities

• Design front-office portfolio and exposure views.
• Configure CRIMS portfolio manager views, blotters and profiles.
• Enhance portfolio monitoring, modelling and order workflows.
• Support data workflows including market and reference data, trade processing, and analytics.
• Troubleshoot live portfolio management and trading issues.

Skills

Charles River CRIMS experience

Portfolio management knowledge

Data analysis

Tools

Power BI

Tableau

SQL

Job description

Day rate (Inside IR35) - very competitive

London | Pension Fund

We are working with a large UK pension fund looking to hire an experienced CRD Business Analyst to join a significant programme focused on enhancing its portfolio management capabilities.

Focus on strong buy-side CRD implementation skills (with proper business solution design delivering new-build solutions driven by business requirements) along with end to end processing, as well as hands on configuration experience.

This is a genuinely front‑office‑facing role, working closely with Portfolio Managers, Portfolio Implementation, Trading and Operations. The role will focus on improving how investment teams use Charles River (CRIMS) to manage portfolios, understand exposures and support investment decision‑making.

The Role

The successful candidate will work closely with investment teams to understand how portfolios are managed and translate their requirements into effective systems, data and processes.

The role will have a particular focus on portfolio and exposure management, including:

• Designing and improving front-office portfolio and exposure views
• Developing portfolio look‑through capabilities
• Incorporating risk measures including duration, beta and delta
• Supporting tactical and strategic asset allocation
• Improving cash and liquidity management processes and views
• Configuring CRIMS portfolio manager views, blotters and profiles
• Enhancing portfolio monitoring, modelling and order‑generation workflows
• Troubleshooting live portfolio management and trading issues
• Data & Investment Workflows

The role will also have a strong data component. You will work with investment teams to understand their requirements at both a process and data level, including:

• Market and reference data
• IBOR and security master data
• Trade processing and downstream data flows
• Pricing and analytics
• SQL‑based data extraction and analysis.

Experience Required

We are looking for someone who combines strong investment knowledge with genuine systems and data capability.

Ideally you will have:

• 3–5+ years' hands‑on Charles River (CRIMS) experience, although experience with another leading Portfolio Management System will also be considered
• Strong understanding of portfolio construction, rebalancing and investment workflows
• Good multi‑asset knowledge across Equities, Fixed Income, FX and Derivatives
• Understanding of portfolio exposures and risk measures
• Experience with Power BI, Tableau or similar reporting tools would be helpful
• Exposure to currency hedging and overlay strategies would also be useful.

Personal Attributes

We are looking for someone bright, pragmatic and collaborative who is comfortable working directly with Portfolio Managers whilst equally happy getting into the detail with technology and data teams.

You should be naturally inquisitive, willing to challenge existing processes and, importantly, someone who takes ownership of problems rather than simply identifying them.

This is an excellent opportunity for someone who enjoys operating at the intersection of investments, technology and data, within a sophisticated multi‑asset investment environment.