EY
Financial Services Technology Consulting - Wealth and Asset Management - Senior
EY, Boston, Massachusetts, us, 02298
Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River
Location: New York, Chicago, Boston, Philadelphia, Charlotte, Washington
Opportunity This role offers a unique opportunity to lead the implementation, configuration, and enhancement of the Charles River Development (CRD) system, optimizing front‑to‑back investment processes and driving operational excellence. The role requires a strong functional understanding of asset management operations and hands‑on experience with CRD modules.
Key Responsibilities
Act as a subject‑matter expert on 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.
Qualifications
Degree in computer science, engineering, accounting, finance, or a related field; MBA or MS preferred.
2–3 years of experience in a financial services company or as an advisor to a financial services firm.
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 to cloud‑hosted solutions.
Proven ability to partner with technology advisors through all phases of the technology life cycle.
Strong communication, presentation, client service, and technical writing skills.
Ability to research client inquiries and emerging issues, including regulations, industry practices, and new technologies.
Willingness and ability to travel; must hold a valid passport and driver’s license.
Additional Experience
Experience with SQL, SaaS migration, definition and design of business and technical requirements, system design 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), enterprise application integration.
Benefits
Comprehensive compensation and benefits package with base salary ranges from $102,500 to $187,900 (US).
Medical and dental coverage, pension and 401(k) plans, and paid time off.
Hybrid work model with flexible vacation policy and designated EY Paid Holidays.
EEO Statement EY is an equal opportunity employer and encourages applicants from all backgrounds. All employees are provided with reasonable accommodation for qualified individuals with disabilities. For more information about accommodations, please contact EY’s Talent Shared Services Team.
How to Apply EY accepts applications for this position on an ongoing basis. If you are ready to shape your future with confidence, apply today.
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Opportunity This role offers a unique opportunity to lead the implementation, configuration, and enhancement of the Charles River Development (CRD) system, optimizing front‑to‑back investment processes and driving operational excellence. The role requires a strong functional understanding of asset management operations and hands‑on experience with CRD modules.
Key Responsibilities
Act as a subject‑matter expert on 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.
Qualifications
Degree in computer science, engineering, accounting, finance, or a related field; MBA or MS preferred.
2–3 years of experience in a financial services company or as an advisor to a financial services firm.
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 to cloud‑hosted solutions.
Proven ability to partner with technology advisors through all phases of the technology life cycle.
Strong communication, presentation, client service, and technical writing skills.
Ability to research client inquiries and emerging issues, including regulations, industry practices, and new technologies.
Willingness and ability to travel; must hold a valid passport and driver’s license.
Additional Experience
Experience with SQL, SaaS migration, definition and design of business and technical requirements, system design 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), enterprise application integration.
Benefits
Comprehensive compensation and benefits package with base salary ranges from $102,500 to $187,900 (US).
Medical and dental coverage, pension and 401(k) plans, and paid time off.
Hybrid work model with flexible vacation policy and designated EY Paid Holidays.
EEO Statement EY is an equal opportunity employer and encourages applicants from all backgrounds. All employees are provided with reasonable accommodation for qualified individuals with disabilities. For more information about accommodations, please contact EY’s Talent Shared Services Team.
How to Apply EY accepts applications for this position on an ongoing basis. If you are ready to shape your future with confidence, apply today.
#J-18808-Ljbffr