Charles River CRD Techno Functional Consultant

Job Description / Job Summary CRD Techno-Functional Consultant with asset-management domain knowledge, project implementation experience, relationship-management capability, and front-office/middle-office support expertise in Charles River Investment Management Solution (CRIMS). The consultant will configure, enhance, implement, integrate, test, and support Charles River solutions across investment workflows. Key Responsibilities • Provide functional and application support to investment groups and users for trade queries, configuration changes, deployments, and data issues. • Configure and support Charles River modules and workflows, including Order Management System (OMS), Portfolio Management, Compliance, IBOR, and related investment processes. • Support the trade lifecycle, including order creation, routing, allocation, execution, booking, settlement, and reconciliation. • Configure pre-trade and post-trade compliance rules, investment restrictions, portfolio guidelines, and CRD Compliance workflows. • Support equity, fixed-income, foreign-exchange, derivative, asset-allocation, security-selection, cash-flow-forecasting, and corporate-action workflows. • Identify and resolve data gaps between vendor and client systems, including security master, market data, positions, cash balances, and reconciliation outputs. • Configure and troubleshoot Charles River application components, Workbench functions, workflows, and interfaces. • Write and execute Microsoft SQL Server queries for data validation, reconciliation, issue investigation, and root-cause analysis. • Support integrations with custodians, brokers, execution-management systems, market-data providers, accounting platforms, and downstream systems. • Work with FIX messaging, REST APIs, interfaces, data feeds, batch processing, and file-based integrations. • Analyze application logs, interface failures, system errors, and data-processing issues. • Prepare and execute test scenarios, test cases, and test data for functional, integration, regression, and user-acceptance testing. • Validate trade data, portfolio positions, compliance results, risk outputs, batch jobs, and downstream interfaces. • Manage defects, coordinate fixes, perform retesting, and support deployment, go-live, and production stabilization. • Investigate and resolve production incidents within agreed service levels, and monitor daily trading activities, feeds, jobs, and interfaces. • Maintain configuration records, technical and functional documentation, operational procedures, support guides, and knowledge articles. • Work with portfolio managers, fund managers, traders, compliance officers, investment operations, technical teams, vendors, and other stakeholders. • Provide techno-functional guidance, user training, and clear communication of progress, risks, issues, and dependencies. Required Qualifications & Skills Education & Certifications • University degree, ideally in Finance, Computer Science, Information Technology, Engineering, or a related discipline. • Extensive experience implementing, configuring, upgrading, or supporting financial systems. Experience • At least 5 years of relevant experience as a Charles River techno-functional consultant or specialist. • Hands-on experience with Charles River Investment Management Solution (CRIMS/CRD). • Experience delivering financial-system implementations and supporting client-facing environments. • Experience in asset management, investment banking, wealth management, or hedge-fund environments is preferred. Technical & Functional Skills • Strong knowledge of Charles River OMS, Portfolio Management, Compliance, IBOR, PMA, and front-office/middle-office workflows. • Practical experience with Charles River configuration tools and Workbench, where applicable. • Strong Microsoft SQL Server and relational database skills. • Understanding of FIX protocol, REST APIs, interfaces, data feeds, data mapping, reconciliation, and integration troubleshooting. • Experience with batch monitoring, log analysis, defect management, testing, deployment, and production support. • Strong front-office experience involving order management and interaction with fund managers and traders. • Good knowledge of investment-management workflows and market instruments, including fixed income, derivatives, equity, compliance, IBOR, risk, and scenario analysis. • Knowledge of order routing, trade execution, allocations, booking, settlement, corporate actions, security master data, and market data. • Knowledge of SDLC, Agile delivery, incident management, release management, and change management. • A previous focus in Risk, IBOR, Compliance, Scenario Analysis, or front-office trading workflows is desirable. Soft Skills • Strong client-facing, stakeholder-management, and relationship-management skills. • Excellent analytical, troubleshooting, comprehension, documentation, and written communication skills. • Ability to provide clear techno-functional guidance and manage multiple priorities in a fast-paced financial-services environment. • University degree, ideally in Finance, Computer Science, Information Technology, Engineering, or a related discipline. • Extensive experience implementing, configuring, upgrading, or supporting financial systems. • At least 5 years of relevant experience as a Charles River techno-functional consultant or specialist. • Hands-on experience with Charles River Investment Management Solution (CRIMS/CRD). • Experience delivering financial-system implementations and supporting client-facing environments. • Experience in asset management, investment banking, wealth management, or hedge-fund environments is preferred. • Strong knowledge of Charles River OMS, Portfolio Management, Compliance, IBOR, PMA, and front-office/middle-office workflows. • Practical experience with Charles River configuration tools and Workbench, where applicable. • Strong Microsoft SQL Server and relational database skills. • Understanding of FIX protocol, REST APIs, interfaces, data feeds, data mapping, reconciliation, and integration troubleshooting. • Experience with batch monitoring, log analysis, defect management, testing, deployment, and production support. • Strong front-office experience involving order management and interaction with fund managers and traders. • Good knowledge of investment-management workflows and market instruments, including fixed income, derivatives, equity, compliance, IBOR, risk, and scenario analysis. • Knowledge of order routing, trade execution, allocations, booking, settlement, corporate actions, security master data, and market data. • Knowledge of SDLC, Agile delivery, incident management, release management, and change management. • A previous focus in Risk, IBOR, Compliance, Scenario Analysis, or front-office trading workflows is desirable. • Strong client-facing, stakeholder-management, and relationship-management skills. • Excellent analytical, troubleshooting, comprehension, documentation, and written communication skills. • Ability to provide clear techno-functional guidance and manage multiple priorities in a fast-paced financial-services environment.