Senior Wealth & Asset Mgmt Tech Consultant (CRD)
EY
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Job summary
EY is seeking a Senior Consultant in Financial Services Technology Consulting – Wealth and Asset Management to lead CRD implementation and optimization for front-to-back investment processes. You will collaborate with portfolio managers, traders, and compliance teams to define requirements and configure CRD modules.
The role emphasizes strong CRD/CRIMS experience, data mapping, SaaS migrations, and cross-functional collaboration across global stakeholders.
Qualifications
- Bachelor's degree in computer science, engineering, accounting, finance, or related field; MBA/MS preferred.
- 3 years of hands-on Charles River (CRD/CRIMS) experience.
- 2-3 years of experience with financial services firms or as an advisor to them.
Responsibilities
- Act as a subject matter expert on Charles River Development (CRD) functionality across trading, compliance, portfolio management, and post-trade workflows.
- Partner with portfolio managers, traders, and operations to gather and document business requirements.
- Configure CRD components (workflows, compliance rules, blotters, manager workbench).
- Translate requirements into CRD configurations, workflows, and rules.
- Perform system analysis, data mapping, and testing for CRD integrations with upstream/downstream systems.
Skills
Education
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Job description
EY is seeking a Senior Consultant in Financial Services Technology Consulting – Wealth and Asset Management to lead CRD implementation and optimization for front-to-back investment processes. You will collaborate with portfolio managers, traders, and compliance teams to define requirements and configure CRD modules.
The role emphasizes strong CRD/CRIMS experience, data mapping, SaaS migrations, and cross-functional collaboration across global stakeholders.
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