Financial Services Tech Consulting Senior - WAM - Charles River

Location:

New York, Chicago, Boston, Philadelphia, Charlotte and Washington DC

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This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development ( optimizing front-to-back investment processes and driving operational excellence. The role requires strong functional understanding of asset management operations and hands‑on experience with CRD modules.>

• Act as a subject matter expert on Charles River Development (CRD) functionality across trading, compliance, and post-trade workflows commonly used by asset managers

• Partner with portfolio managers, traders, compliance and operations to gather and document business requirements

• Configure CRD components (workflows, compliance rules, blotters, manager workbench etc.)

• Translate business requirements into detailed CRD configurations, workflows and rules

• Perform system analysis, data mapping, and testing for CRD integrations with upstream/downstream systems including IBOR, reference data, pricing feeds, risk, and accounting systems

• Use CRD SDK and APIs to support data exchanges and integration enhancements

• Support SaaS migration, including transition from on-premise environments to cloud-hosted solutions

• Collaborate cross-functionally with technology, data, and operations teams to ensure alignment between business objectives and system capabilities

• Support enhancements, bug fixes, and upgrades to the CRD platform

• Facilitate workshops, walkthroughs, and design discussions with global stakeholders to communicate functional requirements and validate proposed solution

• Lead functional testing, UAT coordination, and documentation of solution design

• Work closely with data governance and architecture teams to ensure data integrity across CRD, IBOR, and downstream systems

Team with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solution.

• A bachelor’s degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience

• Your degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred

• 2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company

• Experience working in a Hedge Fund, Asset Management company or as a Management Consultant in one of these companies

• 3 years of hands‑on Charles River (CRD/CRIMS) experience

• Strong SQL and data analysis skills for validating CRD data flows

• Demonstrated experience supporting SaaS migrations, including transition from on-premise environments to cloud‑hosted solutions

• Demonstrated ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing

• Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies

• Strong experience in executing all phases of the technology life cycle, based on proven project management and testing methodologies

• It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture

• Willingness and ability to travel, candidate must have a passport and a valid drivers license

• Charles River (CRD)

• SaaS migration

• SQL

• Definition and design of business and technical requirements

• System design, selection…