Senior Charles River Technical Lead – Investment Management (CRD / CRIMS)

We’re seeking a strategic, hands-on Senior Consultant and Technical Lead with deep expertise in Charles River Development (CRD) and the Charles River Investment Management Solution (CRIMS). This role blends client-facing delivery, platform leadership, and technical mastery—ideal for someone who thrives on turning complexity into clarity for clients in the investment management space.

Key Responsibilities :

Lead full-cycle implementation and configuration of CRIMS, aligning features with investment workflows and operational goals.

Act as Subject Matter Expert (SME) on CRD’s Trading, Portfolio Management, and Compliance modules.

Build trusted partnerships with Fixed Income and compliance stakeholders to support daily operations and incident management.

Recommend scalable solutions based on a detailed understanding of CRIMS’s internal architecture and components—applying a “know what’s under the hood” mindset to solve challenges and optimize platform use.

Guide clients through key project milestones from discovery and design through UAT and go-live.

Provide feedback on product capabilities and propose enhancements that anticipate industry and client needs.

Liaise between business and technology teams, translating requirements into practical, well-integrated CRIMS solutions.

Sit directly on the trading floor to ensure rapid communication, real-time issue resolution, and firsthand knowledge of trade workflows.

Qualifications :

10+ years of experience in financial technology, with 5+ years of direct CRIMS platform expertise.

Proven success implementing CRD systems in investment management settings, especially with Fixed Income and compliance use cases.

Strong command of CRIMS architecture, including data models, rules engines, and integration tools (e.g., SQL, FIX protocol).

Ability to assess internal system design and constraints, recommending practical enhancements and workarounds.

Excellent communication and relationship-building skills across technical and business teams.

Bachelor’s degree in Computer Science, Engineering, Finance, or a related field; advanced degrees or professional certifications (e.g., CFA) are a plus.

Why Join? Bring your CRD / CRIMS expertise to a role where deep product knowledge and strategic insight make a real impact. Join a forward-looking team in San Francisco focused on transforming investment management through innovation, collaboration, and operational excellence.