Financial Services Tech Consulting Senior - WAM - Charles River

Location:

New York, Chicago, Boston, Philadelphia, Charlotte, and Washington

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.

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.

• 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

• 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
• Your 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 advising 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
• It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably 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 drivers license

• 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…