Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River

divpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLocation: New York, Chicago, Boston, Philadelphia, Charlotte and Washington/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAt EY, we’re all in to shape your future with confidence. /span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe’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./span/p/divdiv /divpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongFinancial Services Technology Consulting – Wealth and Asset Management – Senior – Charles River Development/strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY 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 – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! /span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongThe opportunity/strong /span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThis 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./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongYour key responsibilities/strong /span/pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAct 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/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPartner with portfolio managers, traders, compliance and operations to gather and document business requirements/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptConfigure CRD components (workflows, compliance rules, blotters, manager workbench etc.)/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptTranslate business requirements into detailed CRD configurations, workflows and rules/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPerform system analysis, data mapping, and testing for CRD integrations with upstream/downstream systems including IBOR, reference data, pricing feeds, risk, and accounting systems/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptUse CRD SDK and APIs to support data exchanges and integration enhancements/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSupport SaaS migration, including transition from on-premise environments to cloud-hosted solutions/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptCollaborate cross-functionally with technology, data, and operations teams to ensure alignment between business objectives and system capabilities/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSupport enhancements, bug fixes, and upgrades to the CRD platform/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptFacilitate workshops, walkthroughs, and design discussions with global stakeholders to communicate functional requirements and validate proposed solution/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLead functional testing, UAT coordination, and documentation of solution design/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWork closely with data governance and architecture teams to ensure data integrity across CRD, IBOR, and downstream systems/span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongSkills and attributes for success/strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptTeam with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solution./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongTo qualify for the role you must have/strong/span/pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA bachelors degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptYour degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0pt2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptExperience working in a Hedge Fund, Asset Management company or as a Management Consultant in one of these companies/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0pt3 years of hands-on Charles River (CRD/CRIMS) experience/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong SQL and data analysis skills for validating CRD data flows/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDemonstrated experience supporting SaaS migrations, including transition from on-premise environments to cloud-hosted solutions/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDemonstrated 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/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong communication, presentation, client service and technical writing skills/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptComfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong experience in executing all phases of the technology life cycle, based on proven project management and testing methodologies/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptIt 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/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWillingness and ability to travel, candidate must have a passport and a valid drivers license/span/li/ulpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptExperience in the following areas:/span/pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptCharles River (CRD)/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSaaS migration/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSQL/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDefinition and design of business and technical requirements/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSystem design, selection and implementation support/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptData mapping and conversion/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProof of concept/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptQuality assurance and testing/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptBusiness and IT process reengineering/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProgram/project management and implementation planning (PMO)/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptManagement reporting enhancement/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEnterprise application integration/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptCustom development/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPackage Implementation/span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhat we look for/strong /span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe’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./span/pdivpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhat we offer you/strong/spanbrspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAt 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. Learn a href=https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.e… style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe 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.  The base salary range for this job in all geographic locations in the US is $102,500 to $187,900.  The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400.  Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptJoin us in our team-led and leader-enabled hybrid model. Our expectation is for 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./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptUnder our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be 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./span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongAre you ready to shape your future with confidence? Apply today. /strong/spanbrspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY accepts applications for this position on an on-going basis.strong  /strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptFor those living in California, please click a href=https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.e… for additional information./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongEY  |  Building a better working world/strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEnabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/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.  /span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY 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 a href=mailto:[email protected]@ey.com/a./span/p/d…