WAM-CRD-BA-MANAGER

Service line – EY - GDS Technology Consulting: WAM CRD BA-Senior

At EY, we’re all in to shape your future with confidence. 

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. 

Join EY and help to build a better working world. 

About Global Delivery Services

Global Delivery Services refers to EY's worldwide network of service delivery centers. The GDS team plays an important role in EY’s strategy by ensuring effective support to EY’s growth agenda.

Our journey started in 2002 with approximately 200 people. Today we stand at 80,000+ professionals in ten locations around the world. We operate in Argentina, China, Hungary, India, Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom.

Client service is focused on providing Consulting, Assurance, Tax, Strategy & Transactions, and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless, high-quality, value-added support, helping deliver exceptional client service.

Enablement Services provides cost-effective, high-skilled, and innovative services to support EY’s global and local enablement teams. Markets, BMC, AWS, Finance and Accounting, Risk Management, Procurement, People Shared Services, IT Service Delivery and IT Global Infrastructure services, are among the services offered by Enablement Services.

Our innovation specialists serve the GDS Client Service and Enablement Services teams, along with Service Lines, Core Business Services and Sectors. The team brings the desired environment, technologies and skilled teams together for facilitation, rapid prototyping and innovative thinking. The competencies offered include analytics, digital, user experience, mobile technology, infrastructure, Microsoft technologies and open innovation.

The Opportunity

We are seeking an experienced Business Analyst with strong expertise in the Charles River Investment Management System (CRIMS) to join our 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.

Your Key Responsibilities

• Business Analysis & Requirements Gathering
  • Engage with front office users (PMs, traders) to understand business processes, workflows, and system enhancement needs within Charles River.
  • Document functional requirements, user stories, and process flows for changes in CRD across modules such as:
    • Order Management System (OMS)
    • Portfolio Management
    • Compliance
    • IBOR/Accounting interfaces
    • Post trade workflows
  • Translate business requirements into functional design specifications for Technology teams.

• CRIMS Configuration & Functional Support
  • 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 and resolve issues related to:
    • Order workflows
    • Trade routing and FIX connecativity
    • Compliance rule exceptions
    • Data quality (securities, benchmarks, prices, exposures)

• Project & Change Management
  • 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 teams 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 a liaison between business teams 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.

Skills and attributes for success

Preferred Skills

• 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 issues.
• Experience working in Agile/Scrum methodology.

Good to Have

• Experience with CRIMS compliance rule building and testing.
• Familiarity with FIX connectivity (routing, executions, drop copy).
• Experience with IBOR/ABOR processes and reconciliations.
• Exposure to cloud-based CRD implementations (SaaS model).
• CFA/FRM or progress toward certification is a plus.

Soft Skills

• Strong problem solving ability and analytical mindset.
• Excellent communication and stakeholder management.
• Ability to work in a fast paced and dynamic environment.
• High attention to detail and structured approach to documentation.

What we offer you

• High-impact role working closely with PMs, Traders, and Compliance teams.
• Opportunity to shape front-office workflows and contribute to technology transformation.

Our Commitment: As a commitment, we persistently endeavour to embody our values, fulfil our purpose, and champion inclusiveness. Our dedication is to cultivate EY into an environment where diverse perspectives are celebrated, creating a supportive atmosphere for individuals to authentically be themselves and contribute their utmost.

Professional Development: From entry-level employees to senior leaders, we believe in continuous learning. We offer opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.

People and Culture: In our dynamic workplace, diversity, equity, and inclusiveness are ingrained in our culture. We're united by a commitment to create an environment where every individual's differences are valued, practices are equitable, fostering a sense of belonging. Our shared values include integrity, respect, teaming, inclusiveness, energy, enthusiasm, courage to lead, and building relationships based on doing the right thing.

Benefits: Embark on a transformative career journey with us and indulge in a suite of premium benefits, encompassing exclusive health and wellness packages, enticing rewards, and cutting-edge learning opportunities that empower you to continually grow and excel in your professional and personal development.