Charles River CRD Techno Functional Consultant

Royal Cyber; Saudi Arabia; On-site; SAR 180,000 - 360,000; Full time

Job summary

Royal Cyber Inc. is seeking a CRD Techno-Functional Consultant with asset-management domain knowledge to configure, enhance, implement, integrate, test, and support Charles River solutions across investment workflows.

You will configure CRIMS/CRD modules (OMS, Portfolio Management, Compliance, IBOR) and work with traders, portfolio managers, and operations to ensure accurate data and smooth trade lifecycles. Strong SQL and data-validation skills are essential.

Qualifications

• University degree in Finance, CS, IT, Engineering or related field.
• 5+ years of experience as a Charles River techno-functional consultant or specialist.
• Hands-on experience with CRIMS/CRD and financial-system implementations.

Responsibilities

• Provide functional and application support for trade queries, configuration changes, deployments, and data issues.
• Configure and support Charles River modules and workflows (OMS, Portfolio Management, Compliance, IBOR).
• Support the trade lifecycle from order creation to settlement and reconciliation.
• Configure pre-trade and post-trade compliance rules and portfolio guidelines.
• Support multiple asset classes and related investment processes (equities, fixed income, derivatives, FX).
• Identify and resolve data gaps between vendor and client systems including security master and market data.
• Write and execute SQL queries for data validation and root-cause analysis.
• Collaborate with custodians, brokers, EMMs, data providers, and downstream systems.

Skills

Charles River CRIMS/CRD

SQL Server

OMS & Portfolio Management

REST APIs

FIX protocol

Data reconciliation

SDLC & Agile

Front-office/trading workflows

Stakeholder management

Asset-management domain

Education

University degree in Finance/CS/IT/Engineering

Tools

Charles River CRIMS/CRD

Workbench

SQL Server

REST APIs

FIX Protocol

Job description

Job Title: CRD Techno-Functional Consultant

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 & Skills

Education & Certifications

• University degree, ideally in Finance, Computer Science, Information Technology, Engineering, or a related discipline.
• Extensive experience implementing, configuring, upgrading, or supporting financial systems.

Experience

• 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 & 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 management.
• A 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.