





Tier-1 brand and metro location increase applicants, but mandatory Charles River CRIMS narrows qualified candidate pool.
Role requires wealth management and Charles River experience, limiting cross-industry transferability.
Mandatory Charles River expertise, domain experience, and AVP leadership expectations create strict screening filters.
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Own the product backlog and roadmap for Charles River Investment Management Solution, ensuring alignment with business goals and stakeholder needs.
Lead Agile delivery events, define user stories and acceptance criteria, and manage sprint work acceptance for product features.
Drive continuous product improvement by analyzing customer feedback, monitoring KPIs, managing risk, and coordinating cross-functional teams during implementation and live product governance.
Proven experience as a Business Analyst or Product Owner in Wealth Management, Private Banking, or Investments Technology.
Mandatory hands-on experience with Charles River Investment Management Solution (CRIMS) platform.
Strong domain knowledge of portfolio management, order management, trading workflows, compliance monitoring, and investment operations.
Work Experience Required: Not explicitly mentioned in the JD
Demonstrated ability to manage front-to-back investment processes and models with cross-functional stakeholder engagement including business, operations, technology, and vendors.
Experienced in Agile delivery methodologies with skills in backlog management, sprint planning, and business acceptance testing.
Capable of strategic product ownership with emphasis on balancing business desirability, technical feasibility, risk mitigation, and continuous improvement in a regulated banking environment.