Investment Systems Team Lead

Madison, WI, US • Posted 6 hours ago • Updated 6 hours ago

Full Time

On-site

USD $150,000.00 - 155,000.00 per year

Eliassen Group

Fitment

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Job Details

Skills

Team Leadership
Middle Office
Partnership
Collaboration
SAP BASIS
Management
Business Systems
Production Support
Distribution
Sustainability
Physical Layer
Network Layer
Root Cause Analysis
Problem Management
Documentation
Disaster Recovery
Business Continuity Planning
Release Management
Testing
Accountability
Operational Excellence
Portfolio Management
Vendor Relationships
Roadmaps
IT Management
Recovery
Investment Management
Incident Management
Oracle Management Server
Workflow
Leadership
Mentorship
Securities
Bloomberg
FactSet
SimCorp
EAGLE
Communication
Trading
Analytical Skill
Conflict Resolution
Problem Solving
Charles River
FOCUS
Quality Assurance
Risk Management
Continuous Improvement
Information Systems
Computer Science
Screening
Artificial Intelligence
Recruiting
Taxes
Insurance
Law
Management Consulting
Finance
Regulatory Compliance

Summary

Description:
Hybrid 2-3 days on site in Madison, WI

The Investment Systems Team Lead will guide a Business Systems Engineering team to architect, operate, and support front- and middle-office platforms with a primary focus on Charles River Investment Management System across public and private markets. The role will own operational processes, standards, and tools while serving as a senior subject matter expert for Charles River to align capabilities with Trading, Portfolio Management, Operations, and Compliance. The leader will drive incident management, resiliency, release quality, and vendor partnership to reduce operational and trading risk. The position requires strong OMS knowledge, leadership of 24x6 support, and cross-functional collaboration.

This is a full-time, permanent opportunity, offering a competitive salary and comprehensive benefits package. Qualified applicants must be willing and able to work on a w2 basis.

Salary: $150,000 - $155,000/ yr. w2

Responsibilities:

Lead and manage a 24x6 Business Systems Engineering team ensuring availability, stability, and operational excellence of investment systems with a primary focus on Charles River.
Own and improve the production support model including on-call rotations, escalation paths, coverage models, and workload distribution for sustainability and resilience.
Ensure robust monitoring, alerting, and incident response capabilities for Charles River and integrated trading-critical applications.
Act as senior escalation point for major incidents and production issues, coordinating across L1-L3 teams, vendors, and business stakeholders.
Lead incident management, root cause analysis, and problem management while driving remediation and preventative improvements.
Establish, maintain, and enforce runbooks, SOPs, and operational documentation for consistent and high-quality support outcomes.
Own and lead business continuity, disaster recovery, and resiliency planning for Charles River, including testing, validation, and readiness.
Serve as platform owner and senior SME to ensure configurations, enhancements, and upgrades are supportable, resilient, and production-ready.
Provide leadership for configuration, workflows, integrations, and release management with emphasis on minimizing operational and trading risk.
Establish and maintain testing, validation, and release standards for production changes, operating as a quality gate.
Identify platform, architectural, and integration risks and lead mitigation to protect trading and investment operations.
Lead, develop, and mentor a high-performing team fostering ownership, accountability, operational excellence, and continuous improvement.
Partner with Trading, Portfolio Management, Operations, Compliance, and Technology to align support priorities and platform capabilities with business needs.
Maintain strong vendor relationships, particularly with Charles River, to support incident resolution, escalation, and roadmap planning.
Communicate clearly with business and technology leadership during incidents, outages, recovery, and major platform changes.

Experience Requirements:

8+ years of investment management industry experience with significant hands-on experience supporting and leading OMS implementations, preferably Charles River.
Demonstrated experience leading support teams including on-call rotations, incident management, and escalation frameworks.
Deep functional and technical knowledge of OMS/IMS covering trading workflows, compliance, allocations, and integrations.
Proven leadership with ability to develop, mentor, and engage technical and functional staff.
Strong understanding of investment operations, trading processes, and securities.
Experience integrating with platforms such as Bloomberg, FactSet, Aladdin, SimCorp, Eagle, and custodians including BNY Mellon.
Strong written and verbal communication with ability to document and explain complex Charles River configurations and designs.
Ability to influence outcomes and work effectively across Trading, Operations, Compliance, and Technology teams.
Strong analytical and problem-solving skills with ability to design solutions using Charles River to meet business needs.
Demonstrated focus on quality assurance, risk management, and continuous improvement.

Education Requirements:

Bachelor's degree required. Information Systems, Computer Science, Finance, or related field preferred.

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (, ) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact .

About Eliassen Group:

Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: cxelisen
Position Id: a1WUQ000001Lg8X2AS
Posted 6 hours ago

Company Info

About Eliassen Group

Eliassen Group is a leading strategic consulting company that provides business and IT services for our clients as they seek to transform and execute strategies that will drive exceptional outcomes. Leveraging over 30 years of success, we focus on professional services, talent solutions, and life sciences. Eliassen Group offers local community presence and deep networks. We are committed to positively impacting the lives of our employees, clients, consultants, and the communities in which we operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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