Role name: - Business Analyst
Location: - Quincy, MA
Experience: - 8-10yrs
Essential Skills: -
Experienced Charles River implementation consultant who will be expected to perform the activities in the Charles River modules described below.
Candidate may perform the following activities to support Portfolio Management.
- Load and configure portfolios to optimize decision support and order generation workflows
- Configure Manager Workbench profiles
- Import indexes for benchmark comparison in the Manager Workbench
- Modify Manager Workbench profiles to incorporate benchmarks
- Advise State Street on optimal Portfolio Management workflows and assist State Street with onfiguration
- Assist State Street with unit, regression, and acceptance testing of all Portfolio Management workflows, layouts, and profiles
- Assist State Street with documenting all end-state workflows using standard Charles River template, or similar. CR TraderCandidate may perform the following activities to support Trading and Execution.
- Assist State Street with implementation of electronic trading workflows
- Configure order blotter views and columns leveraging standard system features to manage trades such as Computed Columns and Charting
- Configure broker, commission and settlement rules
- Configure embedded links to web pages
- Schedule Beginning of Day (BOD) batch for start of day prices into the System from Bloomberg or State Street Systems
- Configure execution destinations and TCA icons in broker bars
- Assist State Street with assessment of pre & post TCA requirements
- Assist State Street with unit, regression, and acceptance testing of all Trading / Execution workflows, layouts, and profiles
- Assist State Street with documenting all end-state workflows using standard Charles River emplate. CR ComplianceCandidate may perform the following activities to support Compliance.
- Advise State Street of optimal use of default compliance rules and compliance staff workflows.
- Implement up to compliance rules and informally train State Street to implement the remaining compliance rules.
- Implement Pre-trade, Post-Trade, and Portfolio workflows
- Assist State Street with unit, regression, and acceptance testing of all Compliance workflows, layouts, and profiles.
- Assist State Street with testing of Compliance rules.
- Assist State Street with documenting all end-state Compliance workflows using standard Charles iver template, or similar. Post TradeCandidate may perform the following activities to support Post Trade and Settlement.
- Integrate with post trade order matching for domestic and international trades
- Configure SSI-Standing Settlement instructions –Account and Broker
- Assist State Street with unit, regression, and acceptance testing of end-state Post Trade and Settlement workflows
- Assist State Street with documenting all end-state workflows using standard Charles River template, or similar. IBORService provided will perform the following activities to support the IBOR module.
- Configuration of imports, exports, system parameters, etc. to support IBOR batch processing and workflows.
- Assist State Street with unit, regression, and user acceptance testing of IBOR functionality
- Assist State Street with Documenting end-state workflows for IBOR using standard Charles River template, or similar.
PMARCandidate will perform the following activities to support Performance Measurement, Attribution and Risk.
• Configure PMAR module to calculate daily and monthly returns for accounts, composites and benchmarks and the ACCOUNT and SECURITY level.
• Configure data imports for Performance interfaces
• Load historic returns and benchmark data into CRIMS
• Set up and test Performance Return, Attribution and Ex Post Risk Reports
Thanks & Regards,
Nishant Kumar
IDC Technologies Inc.
Milpitas, California
Phone: 4082074605
Email:- Nishant.kumar1@idctechnologies.com
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