Investment Systems Engineer, Team Lead

Job Title: Investment Systems Engineer, Team Lead

Location: Madison, Wisconsin - Hybrid

Position Type: Full-Time / Direct Hire

Join a Premier Investment Technology Team!

• Lead and manage a 24x6 Business Systems Engineering team responsible for the availability, stability, and operational excellence of front- and middle-office investment systems.
• Own the production support operating model, including on-call rotations, escalation procedures, workload distribution, and coverage models.
• Ensure strong monitoring, alerting, and incident response capabilities across Charles River and integrated trading systems.
• Serve as the senior escalation point for major incidents, coordinating with internal teams, vendors, and business stakeholders.
• Lead incident management, root cause analysis (RCA), and problem management processes to drive continuous improvement.
• Establish and maintain runbooks, SOPs, and operational documentation to enable consistent and repeatable support outcomes.
• Own and lead business continuity and disaster recovery planning for critical investment systems.
• Serve as the platform owner and subject matter expert for Charles River, ensuring configurations, enhancements, and upgrades are production-ready and resilient.
• Lead configuration management, integrations, workflows, and release management while minimizing operational and trading risk.
• Define and enforce testing, validation, and deployment standards for system releases and production changes.
• Identify and mitigate platform, architectural, or integration risks that could impact trading or investment operations.
• Mentor and develop a high-performing engineering team, fostering accountability, ownership, and operational excellence.
• Partner closely with Trading, Portfolio Management, Operations, Compliance, and Technology teams to align technology capabilities with business needs.
• Maintain strong vendor relationships, particularly with Charles River, supporting issue resolution and platform roadmap planning.
• Communicate clearly with business and technology leadership during incidents, outages, and major platform changes.

• Bachelor's degree in Information Systems, Computer Science, Finance, or a related field.
• 8+ years of experience in investment management technology, particularly supporting or implementing OMS platforms.
• Strong experience with Charles River Investment Management System (CRIMS/CRD) preferred.
• Demonstrated experience leading technical or production support teams, including incident management and escalation frameworks.
• Deep functional and technical understanding of Order Management Systems (OMS) and Investment Management Systems (IMS).
• Knowledge of trading workflows, compliance processes, allocations, and investment operations.
• Experience integrating with platforms such as Bloomberg, Fact Set, Aladdin, Sim Corp, Eagle, and custodians such as BNY Mellon.
• Strong written and verbal communication skills with the ability to document and explain complex platform configurations and system designs.
• Proven ability to collaborate across Trading, Operations, Compliance, and Technology teams.
• Strong analytical and problem-solving skills with the ability to design scalable technology solutions.
• Demonstrated commitment to quality assurance, risk management, and continuous improvement.

This role offers the opportunity to lead and shape the technology platforms supporting sophisticated institutional investment strategies. You will play a critical role in ensuring trading systems remain resilient, optimized, and aligned with the evolving needs of investment professionals while leading a highly skilled engineering team.

The expected salary range for this position is $130,000 - $160,000 per year, depending on experience and qualifications. This role also qualifies for comprehensive benefits such as bonus potential, health insurance, 401(k), and paid time off. Talent Fish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations.

This role requires authorization to work in the U.S. without current or future visa sponsorship.

All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws.

Talent Fish is an employee-owned company pioneering a new realm in talent acquisition. We are redefining IT staffing by evolving AI, video screening, and our unique platform. Talent Fish focuses on providing the best employee, consultant, and client experience possible.

At Talent Fish we are an Equal Opportunity Employer; we embrace and encourage diversity!