CareerPlan

Senior Business Analyst

Burlington, VT, USFull-time2026-08-07 → 2026-11-09

Core

Senior Business Analyst bridging business, product, and technology teams to deliver innovative solutions for Charles River Investment Management System (IMS) and related front, middle, and back-office workflows.

Role type

Senior IC Business Analyst (Financial Technology)

Builds

Investment management software features and workflows for asset managers and financial institutions

Domain

Financial Technology / Investment Management

Deliverable

product features

Required skills

Investment workflow analysis, Functional requirements definition, Agile methodology, Stakeholder management, Functional testing, Jira management, Financial instruments knowledge, Process improvement, Risk identification, Documentation

Preferred skills

None stated

Technologies

Jira, Charles River IMS

Responsibilities

Research, analyze, and produce comprehensive business and technical requirement documents; Analyze middle-office and back-office investment management workflows and create detailed functional specifications; Work directly with clients and product management teams to gather business requirements and develop product feature specifications; Participate in all phases of the software development lifecycle, from requirements gathering through implementation and validation; Partner closely with engineering teams to design, develop, implement, and refine product capabilities; Plan and coordinate validation activities, perform hands-on functional testing, and develop verification plans and processes; Provide feedback on product functionality, usability, and performance to help drive continuous improvement; Review product documentation and ensure complete, accurate, and high-quality deliverables; Support client beta programs and assist in training users on new product capabilities and releases; Assist in managing project schedules, milestones, deliverables, and dependencies; Collaborate with implementation and support teams to troubleshoot, reproduce, and resolve escalated client issues; Participate actively in the Agile software development process, including daily standups, sprint planning, backlog grooming, reviews, and retrospectives; Assist with Jira work item creation, refinement, prioritization, and tracking; Participate in integration testing activities and environment setup as required; Work closely with Quality Assurance teams to review and approve test plans, test cases, and validation results; Coordinate across engineering, QA, support, implementation, and product management teams to ensure successful and timely product releases; Identify risks, dependencies, and potential implementation challenges, proactively driving resolution to maintain project momentum.

Seniority

Senior, hands-on IC