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EY · 2 days ago

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

McLean, VA

Full-time

Hybrid

Mid, Senior Level

$102K/yr - $188K/yr

3+ years exp

EY is a leader in serving the global financial services marketplace, dedicated to helping build a better working world. This role offers a unique opportunity to lead the implementation and enhancement of Charles River Development, optimizing investment processes for asset management clients.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Charles River DevelopmentSaaS migrationSQLData mappingSystem designProject managementClient serviceTechnical writingCommunication skillsPresentation skills

Required

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 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

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

Preferred

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

Benefits

Medical and dental coverage

Pension and 401(k) plans

A wide range of paid time off options

Flexible vacation policy

Designated EY Paid Holidays

Winter/Summer breaks

Personal/Family Care

Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)