HIRING: Senior Business Analysts - Charles River (CRD)

Hands-On CRD Configuration & Integration Experience Required

Canada / U.S. Opportunities

Asset & Wealth Management

Start: December 2026 / January 2027

Contract or Full-Time

We are supporting a confirmed Charles River implementation engagement within the investment management industry and are looking for 3–5 experienced Senior Business Analysts with direct, hands-on CRD configuration and/or systems integration experience.

SIGNIFICANT: Our client is prioritizing professionals who have actively contributed to CRD configuration, integration, implementation, or enhancement activities — rather than candidates with only functional exposure or end-user experience.

What You'll Be Doing

- Lead business analysis activities across Charles River IMS implementation and integration workstreams.
- Work directly with CRD configuration teams, developers, architects, portfolio managers, traders, and investment operations.
- Support the configuration and enhancement of investment workflows within Charles River.
- Analyze and document CRD integration requirements, including interfaces, data mappings, and upstream/downstream system dependencies.
- Translate business requirements into detailed functional specifications, configuration requirements, user stories, and acceptance criteria.
- Support order management, trade lifecycle, compliance, and investment data workflows.
- Participate in system integration testing (SIT), UAT, defect investigation, and production readiness activities.
- Help resolve complex business, data,



and system integration issues.

Must-Have Experience

- Senior-level Business Analysis experience in asset management, wealth management, pension funds, or investment technology.
- Direct hands-on Charles River (CRD / Charles River IMS) configuration and/or integration experience.
- Practical involvement in CRD implementation, enhancement, or integration delivery - not just business-side coordination.
- Experience translating investment workflows into actionable CRD configuration or technical integration requirements.
- Strong understanding of order management systems (OMS), trade lifecycle processes, and front-/middle-office investment operations.
- Ability to work independently with technical delivery teams and investment business stakeholders.

Highly Desirable

- CRD configuration of investment workflows, compliance rules, or trading-related functionality.
- CRD integration with IBOR, investment accounting, market data, or other investment platforms.
- Experience with position, holdings, transaction, and reference data interfaces.
- Data mapping, interface specifications, API or file-based integrations.
- Previous participation in end-to-end CRD implementations or major transformations.

We're particularly interested in professionals who can clearly explain what they configured, integrated, implemented, or delivered within Charles River.

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📌 Senior Business Analyst- Charles River (Toronto)
🏢 TALENT TO HIRE
📍 Toronto