Financial Services Tech Consulting Senior - WAM - Charles River

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

 

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! 

 

The opportunity 

This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development (CRD) 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.

 

Your key responsibilities 

• 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 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

 

 

Skills and attributes for success

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

 

To qualify for the role you must have

• 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 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

 

Experience in the following areas:

• Charles River (CRD)
• 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 and IT process reengineering
• Program/project management and implementation planning (PMO)
• Management reporting enhancement
• Enterprise application integration
• Custom development
• Package Implementation

 

What we look for 

We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about advising the leading Wealth and Asset Managers in the market and ready to take on some of our clients’ most complex issues, this role is for you.