Senior Business Analyst (Charles River Platform Owner)

Fisher Investments - Carrollton, TX

Full-time - Mid Level

Remote - Carrollton, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Business Analyst - Charles River Development Platform Owner will provide business and product support for order and execution management within the Technology Business Services team. This role involves collaborating with various teams to enhance operational efficiencies and implement solutions that meet user needs, particularly focusing on the Charles River platform. The position requires a strong understanding of the Order and Trade Lifecycle and aims to bridge communication between technology and portfolio management teams.

Responsibilities

• Foster dialogue and communication between internal business customers, Technology Teams, and application vendors.
• Engage with business customers to understand their challenges and formulate optimal solutions.
• Act as a bridging intermediary between Technology and Portfolio Management Teams.
• Take ownership of configuration tuning, deployment, testing, and post-deployment support.
• Document new requirements and configure the application to meet user needs.
• Facilitate User Acceptance Testing on workflows and resolve issues.
• Maintain insight and build forward-looking plans to write business, functional, and technical requirements in user stories under the Agile/Scrum framework.
• Develop and convey business, functional, and technical systems documentation.
• Monitor production platforms for start of day readiness and general system health.

Requirements

• Bachelor's degree in Finance, Economics, Computer Science, Engineering, Physics, Math, or related work experience.
• 5+ years of experience as a Technology Business Analyst or Product Manager in Wealth or Investment Management Technology.
• 2+ years of experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows.
• Strong knowledge of order management concepts and workflows.
• Front/Middle/Back Office experience with Order Management Systems such as Charles River.
• Strong understanding of Equities and Fixed Income market securities data and trade lifecycle processes.
• Understanding of compliance workflows and rule writing within Order Management Systems.
• Ability to write, update, and execute SQL queries.
• Strong understanding of the Agile Software Development Lifecycle.
• Proficiency with process diagramming and project management tools.

Benefits

• 100% paid medical, dental, and vision premiums for employees and qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs including 8 weeks Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health, and family-forming benefit.
• Opportunity to participate in a hybrid work from home program, allowing up to 75 days per year based on tenure and performance eligibility.