Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River

Financial Services Technology Consulting – Wealth and Asset Management – Senior – Charles River Development

Location:

New York, Chicago, Boston, Philadelphia, Charlotte, Washington and other regions.

This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development (CRD) platform, optimizing front‑to‑back investment processes and driving operational excellence. The role requires a 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, portfolio management, 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 solutions.
• 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 solutions.

• 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.
• Strong communication, presentation, client service and technical writing skills.
• Comfortable researching client inquiries and emerging issues, including regulations, industry practices and new technologies.
• Strong experience 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 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 driver’s license.

• SaaS migration
• SQL
• Definition and design of business and technical requirements
• System design, selection and implementation support
• Data mapping and conversion
• Proof of concept
• Quality assurance and testing
• Business…