EY
Financial Services Technology Consulting - Wealth and Asset Management - Senior
EY, Washington, District of Columbia, us, 20022
Financial Services Technology Consulting – Wealth and Asset Management – Senior – Charles River
Location: New York, Chicago, Boston, Philadelphia, Charlotte, Washington
At EY, we’re all in to shape your future with confidence. Join EY and help build a better working world.
Financial Services Technology Consulting – Wealth and Asset Management – Senior – Charles River Development
EY is a leader in serving the global financial services marketplace. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry.
Opportunity This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development (CRD) platform to optimize front‑to‑back investment processes and drive 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 solutions.
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 Qualifications
Bachelor’s degree and approximately 3 years of related work experience; or a graduate degree and 2–3 years of related work experience.
Degree in computer science, engineering, accounting, finance, or a related field (MBA or MS preferred).
2–3 years of experience working at a financial services company or comparable experience 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.
Proven ability to partner with a technology advisory team through all phases of the technology life cycle: requirements definition, architecture, design, development, implementation, conversion and testing.
Strong communication, presentation, client service and technical writing skills.
Comfort with researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
Experience executing all phases of the technology life cycle based on proven project management and testing methodologies.
Deep knowledge of technical architecture design and understanding of technology tools and components (middleware, database, reporting tools, etc.) in financial systems architecture.
Willingness and ability to travel; candidate must have a passport and a valid driver’s license.
Required Experience
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 are seeking leaders with a genuine creative vision and the confidence to make it happen. You’ll have autonomy in this role and must be able to take initiative and seek opportunities to improve relationships and processes. If you’re serious about advising leading wealth and asset managers and ready to tackle complex issues, this role is for you.
What We Offer You
A comprehensive compensation and benefits package where you’ll be rewarded based on performance and recognized for the value you bring to the business.
A flexible environment and hybrid model that supports a balanced mix of in‑office and remote work.
Extensive learning and development opportunities, including access to industry‑leading training and mentorship programs.
Paid time off, holidays, winter/summer breaks, personal and family care leave, and other benefits to support your well‑being.
Ready to Shape Your Future with Confidence? Apply today. EY accepts applications for this position on an ongoing 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.
EY provides equal employment opportunities to applicants and employees without regard to race, colour, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status or any other legally protected basis, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
#J-18808-Ljbffr
At EY, we’re all in to shape your future with confidence. Join EY and help build a better working world.
Financial Services Technology Consulting – Wealth and Asset Management – Senior – Charles River Development
EY is a leader in serving the global financial services marketplace. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry.
Opportunity This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development (CRD) platform to optimize front‑to‑back investment processes and drive 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 solutions.
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 Qualifications
Bachelor’s degree and approximately 3 years of related work experience; or a graduate degree and 2–3 years of related work experience.
Degree in computer science, engineering, accounting, finance, or a related field (MBA or MS preferred).
2–3 years of experience working at a financial services company or comparable experience 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.
Proven ability to partner with a technology advisory team through all phases of the technology life cycle: requirements definition, architecture, design, development, implementation, conversion and testing.
Strong communication, presentation, client service and technical writing skills.
Comfort with researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
Experience executing all phases of the technology life cycle based on proven project management and testing methodologies.
Deep knowledge of technical architecture design and understanding of technology tools and components (middleware, database, reporting tools, etc.) in financial systems architecture.
Willingness and ability to travel; candidate must have a passport and a valid driver’s license.
Required Experience
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 are seeking leaders with a genuine creative vision and the confidence to make it happen. You’ll have autonomy in this role and must be able to take initiative and seek opportunities to improve relationships and processes. If you’re serious about advising leading wealth and asset managers and ready to tackle complex issues, this role is for you.
What We Offer You
A comprehensive compensation and benefits package where you’ll be rewarded based on performance and recognized for the value you bring to the business.
A flexible environment and hybrid model that supports a balanced mix of in‑office and remote work.
Extensive learning and development opportunities, including access to industry‑leading training and mentorship programs.
Paid time off, holidays, winter/summer breaks, personal and family care leave, and other benefits to support your well‑being.
Ready to Shape Your Future with Confidence? Apply today. EY accepts applications for this position on an ongoing 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.
EY provides equal employment opportunities to applicants and employees without regard to race, colour, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status or any other legally protected basis, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
#J-18808-Ljbffr