Charles River Consultant

www.findapprenticeship.service.gov.uk - Jobboard; East Midlands; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading consultancy firm seeks a skilled Charles River Consultant with extensive experience in OMS and EMS systems. The ideal candidate will optimize workflows, ensure compliance with regulations, and lead integration efforts. Strong qualifications include 7+ years in Charles River IMS, XML, ETL, and client-facing project management. This role involves collaboration with compliance teams and requires excellent problem-solving skills. Opportunities to develop dashboards using BI tools like Tableau are also part of the role.

Qualifications

• 7+ years of experience with Charles River IMS.
• Deep understanding of financial instruments.
• Experience with regulatory frameworks such as MiFID II.
• Strong client-facing skills.

Responsibilities

• Lead the design and integration of Charles River IMS.
• Configure and optimize workflows for various asset classes.
• Collaborate with compliance and risk teams.
• Develop dashboards and performance reports.

Skills

Charles River IMS expertise

XML

ETL

MuleSoft

Tableau

Communication skills

Problem-solving

Tools

Charles River APIs

Informatica

Job description

Reference: Vrg_2425_076

Job title: Charles River Consultant

We are looking for a skilled Charles River Consultant for a future role to join our team. The ideal candidate will bring deep knowledge of trade workflows, regulatory compliance, and system integration. This role will interface with front, middle, and back-office teams to drive enhancements across OMS, EMS, and related modules, ensuring alignment with regulatory frameworks such as MiFID II, Dodd-Frank, EMIR, FATCA, and SEC compliance.

Key Responsibilities:

Lead the design, customization, and integration of Charles River IMS, including Order Management (OMS) and Execution Management (EMS) systems.

Configure and optimize Charles River workflows for various asset classes including Equities, Fixed Income, Derivatives, and FX.

Integrate Charles River with external/internal systems using Charles River APIs, ETL, XML, XSLT, Informatica, and MuleSoft.

Collaborate with compliance and risk teams to implement and monitor trade compliance and risk monitoring rules aligned with global regulatory requirements.

Support regulatory reporting and controls for MiFID II, Dodd-Frank, EMIR, FATCA, and SEC regulations.

Develop and maintain dashboards and performance reports using Tableau and other BI tools.

Facilitate client workshops, requirement gathering, and documentation of functional and technical specifications.

Provide guidance on Charles River Data Integration strategy to support seamless trade flow and data governance.

Conduct system testing, troubleshooting, and support post-implementation activities.

Advise clients on best practices and roadmap planning for future upgrades or enhancements.

Required Skills & Qualifications:

7+ years of experience with Charles River IMS, particularly in OMS, EMS, compliance, and data integration areas.

Deep understanding of financial instruments including Equities, Fixed Income, Derivatives, and FX.

Strong experience in XML, XSLT, ETL, and integration frameworks such as MuleSoft and Informatica.

Familiarity with Charles River APIs, data structures, and messaging workflows.

Solid grasp of regulatory frameworks: MiFID II, Dodd-Frank, FATCA, EMIR, and SEC compliance.

Proven experience with compliance and risk monitoring configuration within CRD.

Ability to develop visual dashboards using Tableau or similar BI tools.

Strong client-facing skills with the ability to lead meetings, workshops, and implementation projects.

Excellent problem-solving, communication, and documentation skills.

Charles River Certification (functional or technical tracks)

Experience working in a consulting environment or vendor-side delivery

Background in asset management, hedge funds, or investment banking

Exposure to cloud-based CRD deployments