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CRD Consultant - East Coast

Boston · Full time · On-site

The opportunity

Our client is a financial powerhouse hiring a Charles River consultant to support delivery of a specialist investment management programme with one of the world's leading global custodians on the US East Coast. The role is centred on the Investment Book of Record (IBOR).

Responsibilities

  • Support the implementation and enhancement of the Charles River Investment Management Solution (CRIMS)
  • Work with business and technology stakeholders across investment management functions
  • Analyse and support IBOR-related workflows and position keeping processes
  • Assist with solution configuration, testing and implementation activities
  • Investigate issues and help deliver functional solutions across the Charles River platform

Essential experience

  • Strong understanding of Investment Book of Record (IBOR)
  • Ability to clearly explain position keeping and how it operates within an investment management platform
  • Asset management, investment management or capital markets background
  • Experience supporting investment platforms or front-to-back investment workflows

Preferred

  • Charles River implementations or upgrades
  • Portfolio management workflows, investment operations, trading workflows
  • Capital markets technology

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