Sr. Business Analyst

Plano, Texas


Employer: Insight Global
Industry: Business Analyst (BA)
Salary: Competitive
Job type: Full-Time

Insight Global is looking for a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
2+ years of working experience configuring and implementing Charles River Manager Work Bench
Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
Strong understanding of Equities and Fixed Income Market Securities Data, Order Generation and Trade Lifecycle processes
Strong 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 within a Scrum Environment

Nice to Have Skills & Experience
- Experience with Central Work Bench workflows, layouts and Result Sets.
- IBOR Workspace
- Waterfall knowledge
- Kanban experience

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Created: 2024-09-18
Reference: 380459
Country: United States
State: Texas
City: Plano
ZIP: 75093


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