EY
Financial Services Technology Consulting - Wealth and Asset Management - Senior
EY, Charlotte, North Carolina, United States, 28245
Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River
Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
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.
Qualifications
A bachelor’s degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience
Degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
2-3 years of experience working at a financial services company or comparable experience working 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
Demonstrated ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
Strong communication, presentation, client service and technical writing skills
Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
Strong experience in 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 to argue for and against all 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
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’re 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 you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re 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 At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Base salary ranges and benefits details are available.
Our hybrid model expects most people in external, client‑serving roles to work together in person 40–60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you decide how much vacation time you need based on your own personal circumstances. You’re also granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Ready to Shape Your Future? Apply today. EY accepts applications for this position on an ongoing basis. For those living in California, additional information is available. 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
We provide equal employment opportunities to applicants and employees without regard to race, color, 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, including arrest and conviction records, 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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Professional Services
Referrals increase your chances of interviewing at EY by 2x.
Get notified about new Financial Services Professional jobs in Charlotte, NC.
#J-18808-Ljbffr
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
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.
Qualifications
A bachelor’s degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience
Degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
2-3 years of experience working at a financial services company or comparable experience working 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
Demonstrated ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
Strong communication, presentation, client service and technical writing skills
Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
Strong experience in 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 to argue for and against all 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
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’re 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 you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re 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 At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Base salary ranges and benefits details are available.
Our hybrid model expects most people in external, client‑serving roles to work together in person 40–60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you decide how much vacation time you need based on your own personal circumstances. You’re also granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Ready to Shape Your Future? Apply today. EY accepts applications for this position on an ongoing basis. For those living in California, additional information is available. 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
We provide equal employment opportunities to applicants and employees without regard to race, color, 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, including arrest and conviction records, 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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Professional Services
Referrals increase your chances of interviewing at EY by 2x.
Get notified about new Financial Services Professional jobs in Charlotte, NC.
#J-18808-Ljbffr