DPM CR Support Manager

Barclays Bank Plc; Camden Town; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global financial institution is seeking a detail-oriented DPM CR Support Manager to oversee rule management for the Charles River platform. This role entails coordinating submissions and testing of rules, managing template libraries, and implementing governance processes. Ideal candidates will have strong financial knowledge and solid experience with Charles River, along with a proactive approach to drive operational excellence across multiple regions.

Qualifications

• Solid understanding of investment rule logic.
• Proactive and driven mindset.
• Ability to manage stakeholders across multiple regions.

Responsibilities

• Coordinate submission and deployment of CR rules.
• Manage rule template libraries.
• Lead clean-up initiatives for inactive rules.

Skills

Solid working knowledge of Charles River (CR)

Strong financial knowledge

Excellent organizational skills

Strong communication skills

Team player

Job description

We are seeking a driven and detail-oriented DPM CR Support Manager to take ownership of global coordination and governance for rule management within the Charles River (CR) platform, supporting the Discretionary Portfolio Management (DPM) function. The successful candidate will be responsible for end-to-end rules oversight including new rule submissions, amendments, template management, and system-wide clean-ups across the UK, Jersey, and Ireland. They will play a key role in aligning rule logic and naming conventions globally, leveraging past clean-up efforts in locations such as Geneva and Monaco to improve operational efficiency.

Responsibilities

• Become the main point of contact for all DPM platforms for Charles River operational issues.
• Coordinate the submission, testing, and deployment of new and amended CR rules across all supported DPM platforms.
• Manage rule template libraries and implement global naming conventions to streamline lookups and avoid unnecessary duplication.
• Lead clean‑up initiatives by identifying and deleting inactive rules, aligning rule sets across regions (UK, JSY, IRE) and benchmarking against streamlined models used in Geneva and Monaco.
• Formalize and document governance processes for rule creation and amendments to ensure consistency and quality across platforms.
• Submit rule changes to DPM Global Governance for validation of accuracy and completeness.
• Participate in and contribute to weekly calls with CRRD to track, escal​ate, and resolve Charles River operational issues efficiently.
• Support CR SAAS PB rule implementations and imports.
• Log all CR‑related incidents in the IT system and manage issues to resolution, including those related to PRT.
• Maintain a global incident log to identify trends, synergies, and opportunities for process alignment.
• Represent DPM operational and platform issues at the monthly CR business forum.

Qualifications

• Solid working knowledge of Charles River (CR) investment management system.
• Strong financial knowledge with the ability to understand complex investment rule logic.
• A proactive, driven mindset with a commitment to delivering operational excellence.
• Ability to challenge the status quo and drive forward change in a controlled and strategic manner.
• Excellent organizational and communication skills to manage stakeholders across multiple regions and functions.
• Strong team player with a collaborative approach to problem‑solving.
• In‑depth or detailed financial knowledge relevant to discretionary portfolio management.
• Experience in global operations or platform alignment across investment systems.
• Desirable: Experience in risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology expertise.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.