Charles River CRD Techno Functional Consultant

Royal Cyber Inc.; Medina; On-site; SAR 400,000 - 640,000; Full time

Job summary

Royal Cyber Inc. seeks a Charles River techno-functional consultant with asset-management domain knowledge to implement, configure, enhance, integrate, test and support Charles River solutions across investment workflows.

The consultant will configure and support CRIMS/CRD modules, manage data issues, and assist with end-to-end trade lifecycle activities in investment operations.

Qualifications

• University degree in Finance, Computer Science, Information Technology, Engineering, or related discipline.
• Extensive experience implementing, configuring, upgrading or supporting financial systems.
• At least 5 years as a Charles River techno-functional consultant or specialist.
• Hands-on experience with CRIMS/CRD.
• Experience delivering financial-system implementations and supporting client-facing environments.
• Experience in asset management, investment banking, wealth management, or hedge-fund environments is preferred.

Responsibilities

• Provide functional and application support for trade queries, configurations, deployments and data issues.
• Configure and support Charles River modules and workflows including OMS, Portfolio Management, Compliance, IBOR and related processes.
• Support the trade lifecycle from order creation to settlement and reconciliation.
• Configure pre-trade and post-trade compliance rules and investment restrictions.
• Support asset management functions and related workflows across CRIMS/CRD.

Skills

Charles River CRIMS

CRD

Techno-functional consulting

Trade queries support

Front-office middle-office knowledge

Documentation and testing

Stakeholder management

Education

University degree (Finance, CS, IT, Engineering)

Tools

SQL Server

Workbenches

REST APIs

FIX protocol

Job description

Job Summary

CRD Techno-Functional Consultant with asset-management domain knowledge project implementation experience relationship-management capability and front-office middle-office support expertise in Charles River Investment Management Solution CRIMS

The consultant will configure enhance implement integrate test and support Charles River solutions across investment workflows.

Key Responsibilities

• Provide functional and application support to investment groups and users for trade queries configuration changes deployments and data issues
• Configure and support Charles River modules and workflows including Order Management System OMS Portfolio Management Compliance IBOR and related investment processes
• Support the trade lifecycle including order creation routing allocation execution booking settlement and reconciliation
• Configure pre-trade and post-trade compliance rules investment restrictions portfolio guidelines and CRD Compliance workflows
• Support equity fixed-income foreign-exchange derivative asset-allocation security-selection cash-flow-forecasting and corporate-action workflows
• Identify and resolve data gaps between vendor and client systems including security master market data positions cash balances and reconciliation outputs
• Configure and troubleshoot Charles River application components Workbench functions workflows and interfaces
• Write and execute Microsoft SQL Server queries for data validation reconciliation issue investigation and root-cause analysis
• Support integrations with custodians brokers execution-management systems market-data providers accounting platforms and downstream systems
• Work with FIX messaging REST APIs interfaces data feeds batch processing and file-based integrations
• Analyze application logs interface failures system errors and data-processing issues
• Prepare and execute test scenarios test cases and test data for functional integration regression and user-acceptance testing
• Validate trade data portfolio positions compliance results risk outputs batch jobs and downstream interfaces
• Manage defects coordinate fixes perform retesting and support deployment go-live and production stabilization
• Investigate and resolve production incidents within agreed service levels and monitor daily trading activities feeds jobs and interfaces
• Maintain configuration records technical and functional documentation operational procedures support guides and knowledge articles
• Work with portfolio managers fund managers traders compliance officers investment operations technical teams vendors and other stakeholders
• Provide techno-functional guidance user training and clear communication of progress risks issues and dependencies

Required Qualifications amp Skills

• University degree ideally in Finance Computer Science Information Technology Engineering or a related discipline
• Extensive experience implementing configuring upgrading or supporting financial systems
• At least 5 years of relevant experience as a Charles River techno-functional consultant or specialist
• Hands‑on experience with Charles River Investment Management Solution CRIMS CRD
• Experience delivering financial-system implementations and supporting client‑facing environments
• Experience in asset management investment banking wealth management or hedge-fund environments is preferred

Technical amp Functional Skills

• Strong knowledge of Charles River OMS Portfolio Management Compliance IBOR PMA and front‑office middle‑office workflows
• Practical experience with Charles River configuration tools and Workbench where applicable
• Strong Microsoft SQL Server and relational database skills
• Understanding of FIX protocol REST APIs interfaces data feeds data mapping reconciliation and integration troubleshooting
• Experience with batch monitoring log analysis defect management testing deployment and production support
• Strong front‑office experience involving order management and interaction with fund managers and traders
• Good knowledge of investment‑management workflows and market instruments including fixed income derivatives equity compliance IBOR risk and scenario analysis
• Knowledge of order routing trade execution allocations booking settlement corporate actions security master data and market data
• Knowledge of SDLC Agile delivery incident management release management and change managementA previous focus in Risk IBOR Compliance Scenario Analysis or front‑office trading workflows is desirable

Soft Skills

• Strong client‑facing stakeholder‑management and relationship‑management skills
• Excellent analytical troubleshooting comprehension documentation and written communication skills
• Ability to provide clear techno-functional guidance and manage multiple priorities in a fast‑paced financial‑services environment

University degree, ideally in Finance, Computer Science, Information Technology, Engineering, or a related discipline. Extensive experience implementing, configuring, upgrading, or supporting financial systems. At least 5 years of relevant experience as a Charles River techno-functional consultant or specialist. Hands‑on experience with Charles River Investment Management Solution (CRIMS/CRD). Experience delivering financial-system implementations and supporting client‑facing environments. Experience in asset management, investment banking, wealth management, or hedge‑fund environments is preferred. Strong knowledge of Charles River OMS, Portfolio Management, Compliance, IBOR, PMA, and front‑office/middle‑office workflows. Practical experience with Charles River configuration tools and Workbench, where applicable. Strong Microsoft SQL Server and relational database skills. Understanding of FIX protocol, REST APIs, interfaces, data feeds, data mapping, reconciliation, and integration troubleshooting. Experience with batch monitoring, log analysis, defect management, testing, deployment, and production support. Strong front‑office experience involving order management and interaction with fund managers and traders. Good knowledge of investment‑management workflows and market instruments, including fixed income, derivatives, equity, compliance, IBOR, risk, and scenario analysis. Knowledge of order routing, trade execution, allocations, booking, settlement, corporate actions, security master data, and market data. Knowledge of SDLC, Agile delivery, incident management, release management, and change management. A previous focus in Risk, IBOR, Compliance, Scenario Analysis, or front‑office trading workflows is desirable. Strong client‑facing, stakeholder‑management, and relationship‑management skills. Excellent analytical, troubleshooting, comprehension, documentation, and written communication skills. Ability to provide clear techno-functional guidance and manage multiple priorities in a fast‑paced financial‑services environment.