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Business Analyst, AVP – Drive next‑gen investment tech solutions with Charles River in Burlington.
Leverage fintech and portfolio expertise to shape user‑centric product roadmaps.
What we are looking for
As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management / construction space. Reporting to Product Manager, Front Office for Product Management, you will help the workbench product specifically focused on handling client enquiries, solution client asks for ongoing implementation projects, discuss/understand new requirements and track product roadmap features. A successful candidate must have experience in fintech, front office/portfolio management related applications and experience dealing with client communications.
Why this job is important to us
The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation software solutions using emerging technologies sounds like a challenge you are up for.
What you are responsible for
Working in a dynamic, fast-paced (agile) environment, apply expertise in specific product areas to deliver a high-quality product
Gather requirements for the products –Research, document and prioritize product requirements
Interact with clients: presenting new features, gathering feedback.
Partner with development to implement and refine features
Assist QA with feature validation
Partner with the documentation team to ensure accurate and complete product documentation
Provide client beta testing support
Assist implementation and support to resolve escalated client issues
Work with the product manager in understanding the market needs
Prioritize and maintain the product backlog and items committed to forward roadmap by PM
What we value
These skills will help you succeed in this role:
Ability to develop and deliver complex commercial software to demanding clients.
Strong ability to drive results and execute amid ambiguity. The ability to innovate and problem solve is critical.
Proven ability to successfully lead teams and functions with a track record of setting realistic yet challenging goals. Instills a strong sense of purpose while also developing a highly engaged team.
Communicates, collaborates, and influences effectively with internal and external clients. Can articulate the product vision, roadmap, and capabilities in a clear, concise, and compelling way.
Engages and energizes the product management/engineering organization to drive towards successfully meeting client and market needs.
Education and Preferred Qualifications
Bachelor’s degree in software engineering, finance or similar discipline
Minimum of 5 years of experience within investment management line of business
Prior industry experience with portfolio risk, analytics, or risk optimization either with a risk vendor or an asset management firm
Good understanding of financial investment products across asset classes
Understanding of investment management workflows and CRIMS highly desirable
Excellent communication skills (verbal and written), good interpersonal skills, ability to gather and understand requirements in the financial sector
Proven organizational skills with attention to detail
Strong analytical and problem-solving skills
Flexibility with schedule and ability to work beyond regular business hours
Demonstrated planning and scheduling skills
Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
State Street is an equal opportunity and affirmative action employer.
Discover more at www.StateStreet.com/careers
Discover more at www.StateStreet.com/careers
Salary Range:
Salary Range: $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Discover more information on jobs at StateStreet.com/careers
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Read our CEO Statement
Job Application Disclosure:
Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.