Financial Services Technology Consulting Wealth and Asset Management Senior Charles River

Location : New York Chicago Boston Philadelphia Charlotte and Washington

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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

Experience in the following areas :

What we look for

Were 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 youll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If youre 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.

What we offer you

At EY well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

Are you ready to shape your future with confidence Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY Building a better working world

EY is building a better working world by creating new value for clients people society and the planet while building trust in capital markets.

Enabled by data AI and advanced technology EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

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Required Experience :

Senior IC

Key Skills

Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 102500 - 187900