Charles River IMS Support Analyst, L&G - Asset Management, America

About the role

The primary function of this role is to provide expert-level technical and functional support for users of the Charles River (CR) IMS (CRD) platform in the US region – the user estate includes Portfolio/Fund Managers, Traders, Compliance, and operations staff. This person will also provide localized support for the wider investment/trading systems estate, helping maintain stability, performance, availability of all applications and key workflows.

Responsibilities

• Troubleshoot and resolve incidents relating to the CR IMS platform, collaborating closely with end-users, Charles River Development (CRD) and internal technology teams and ancillary vendor-partners including Asia start of day batch and processes.
• Work closely with CRD/SST Alpha support team and the L&G investment initiatives team to ensure efficient response times for user issues.
• Collaborate with team members and outsourced provider to ensure daily tasks are completed in line with agreed service standards and deadlines (including accuracy, timeliness, and client service measures).
• Maintain system performance, data integrity, data quality and compliance standards within the Charles River system, proactively identifying and addressing anomalies or issues.
• Collaborate with internal teams, including IT, operations, and compliance, to ensure seamless integration of the Charles River system with other enterprise systems and data sources.
• Addressing thematic issues and defects by monitoring recurring issues and proactively managing a backlog of tickets (Salesforce, JIRA) in collaboration with CRD.
• Support collaboration with stakeholders to understand their requirements and translate them into technical specifications.
• Support the coordination and undertaking of testing CRIMS for patches, upgrades, and disaster recovery.
• Conduct annual materiality assessments for CRD and ensure either ad-hoc or scheduled supplier questionnaires are completed promptly and accurately.
• Manage regular service reviews with CRD and other platform/system vendors as required.

Qualifications

• Bachelor's Degree in Computer Science or demonstrable equivalent experience at this level.
• Ideal fundamental level investment certifications and courses or working towards achieving such – e.g. CFA L1.
• ITIL Foundation level, V4 (desirable).
• Prior Completion of CRD bootcamp courses or Charles River University – version 17R1 onward.
• In-depth understanding of investment management workflows and processes, including portfolio management, trade order management/execution management, electronic trading, compliance, operations and risk management.
• Strong technical skills in supporting and maintaining the Charles River system (CR IMS) or other relevant front office systems, including system analysis, data management, and troubleshooting.
• In-depth knowledge of CR IMS Manager Workbench, Trading Blotter/Order Management, Post-Trade workflow, securities, broker and account configuration and investment compliance mechanisms.
• Knowledge of T-SQL (transact SQL) and an ability to query SQL databases at an intermediate level of expertise – joins, aggregate functions.
• Broad knowledge of cloud (AWS, Azure), desktop, server and virtualization technology.
• Understanding of network topology and an ability to provide basic troubleshooting of connectivity problems from the investment desktop environment.
• Knowledge of Service Now (SNOW) and ITIL service management workflows (Incidents, Problems, Changes, Approvals).
• Basic knowledge of desktop applications and productivity tools.
• Proven experience as a Support Analyst, Business Analyst, or similar role, with a focus on configuring and supporting the Charles River Investment Management Solution (CR IMS) or other relevant front office systems.
• Detailed experience with investment management concepts such as portfolio construction, modelling, asset allocation, execution management.
• Familiarity with financial instruments, and market data sources.
• Excellent analytical and problem-solving abilities, with a keen attention to detail.
• Strong communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.
• Experience in managing complex stakeholder relationships.
• Extensive experience in providing support for the CR IMS platform to front and middle/back-office users. Versions 17.x onward, focused on Manager Workbench, Trading, Post-trade interfaces and some exposure to pre- and post-trade compliance is preferred.
• Prior experience providing technical and functional support to investment and trading floors on the buy-side.
• Experience of supporting workflows through vendor trading platforms across equity, fixed income, and FX – Familiarity with Portware/Flextrade, Bloomberg EMSX/TSOX, FXAll/FXConnect or similar.
• Good knowledge of Excel Macro enabled spreadsheets with interfaces to market data sources (e.g. Bloomberg API).
• Cross cultural sensitivity and flexibility.
• Emotional intelligence in decision-making scenarios.
• Able to interact with senior security stakeholders and report on program effectiveness.
• Demonstrable experience mobilizing resources – e.g. during incidents or small project execution.

Pay

$130,000 - $145,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors.