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

Requirements

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
Strong communication, presentation, client service and technical writing skills
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)

Benefits

Medical and dental coverage
Pension and 401(k) plans
Paid time off options
Flexible vacation policy
EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Charles River Development (CRD)SQLdata analysisSaaS migrationsystem analysisdata mappingintegration enhancementsfunctional testingUAT coordinationtechnical writing

Soft Skills

communicationpresentationclient servicecollaborationleadershiporganizational skillsproblem-solvingworkshop facilitationstakeholder engagementdocumentation

Certifications

bachelor's degreegraduate degreeMBAMS degree