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The role involves gathering requirements and managing the delivery of features for the Charles River Wealth platform. You will collaborate with technical leads and product managers to execute roadmaps and oversee the administration of strategic initiatives.
Candidates must have a bachelor's degree in a technical or financial field and required experience in Financial Services or Wealth Management. Proficiency in business analysis for software systems and the ability to work with remote teams are essential.
Who we are looking for
We are seeking a Business Analyst to support the evolution of the Charles River Wealth platform by contributing to requirements definition, backlog management, and delivery execution across a range of initiatives. The candidate must have extended knowledge of the Wealth industry, excellent communication skills, hands-on requirements gathering, modeling and planning capabilities to properly execute roadmaps across multiple development level teams. This role will work side-by-side with Technical Team Leads and Wealth Product Managers to oversee the assignment, execution, and delivery of initiatives that enhance the CRIMS Wealth platform.
Additionally, the candidate will work closely with other areas of the organization such as professional services, technical implementation services, relationship managers, support, and operations teams to ensure the administration and tooling meets both internal and external stakeholder needs. This role will drive definition and delivery of functional and non-functional requirements for our platform to ensure optimal operation of the product suite of offerings.
The candidate will assist PMs and BAs in managing their product backlogs, ensuring engineering teams are taking full advantage of their allotted capacity. This role will also provide subject matter expertise to the development resources within the Engineering department.
Why this role is important to us
The team you will be joining is part of the Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end-to-end investment management platform covering front, middle and back office. The platform offers portfolio management, compliance, order and execution management, post-trade processing, data provisioning and management, performance measurement, as well as other key capabilities important to the investment lifecycle.
Gather requirements from internal & external parties (design, engineering, partners, vendors, etc.) and create initiatives and manage deconstruction and delivery of the features/functions critical to the wealth/Privates’ market, prioritized based on company objectives and strategies.
Lead the design, resourcing, and execution of the administration and utilities strategic initiatives across multiple development teams.
Create and manage cross-team initiatives that leverage resources from many different teams and expertise – including engineering, business, QA, support, and cloud operations.
Be able to and willing to present to a wider internal & external audience for reviews and decision making.
Contribute to the development of the Wealth roadmap and work hand and hand with team leads, PMs, and BAs to ensure progress according to plan.
Ensure the delivery, documentation, and training of the platform’s deliverables.
Experience in product management or business analysis for software systems.
Bachelor’s degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting
Experience in Financial Services / Wealth Management is required.
Experience working with remote teams.
Strong analytical and problem-solving skills.
Looking for an individual with high motivation and the ability to take initiative, set priorities and perform tasks with minimal guidance.
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, investment 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 you 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, experiences 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.
Discover more at StateStreet.com/careers
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
Offices: 1 Congress St, Boston, Massachusetts 02114, US · Avenida Paulista, 283/287, Sao Paulo , 01311-000, BR · 3550 Lenox Road, NE, 15th Floor, Atlanta, Georgia 30326, US · 801 Cassatt Road, Suites 211 and 300, Berwyn, Pennsylvania 19312, US · East 3rd Ring Road, Unit 01-02, 15F, East Tower No.1, Chaoyang, Beijing 100020, CN
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