Title: Investment Systems Engineer Lead (Charles River)
Location: Madison, Wisconsin (Hybrid) Relocation Available
Position: Full-Time Direct Hire

Join a Top-Ranked Institutional Investment Organization!

TalentFish is casting a line for a Lead Investment Systems Engineer! This is a full-time direct hire role with our premier financial services client offering fantastic compensation, bonus, and excellent employee benefits! Candidates must reside within driving distance of Madison, Wisconsin. Relocation assistance is available for candidates moving to Dane County, Wisconsin area near Madison, WI.

Madison, WI area (within 50-mile radius): 3 days per week in Madison office
Chicago, IL area: 1 day per week in Madison office

Overview

The Lead Investment Systems Engineer will lead and manage a Business Systems Engineering team responsible for the availability, stability, and operational excellence of the organization s front- and middle-office investment systems, with a primary focus on the Charles River Investment Management System (CRIMS/CRD).
You will own and continuously improve the production support operating model, including on-call rotations, escalation paths, coverage models, and workload distribution, ensuring sustainability and resilience.
In this key role, you will act as the senior escalation point for incidents and production issues, coordinating across L1 L3 support teams, vendors, and business stakeholders.
Your responsibility will be to ensure robust monitoring, alerting, and incident response capabilities are in place for Charles River and all integrated, trading-critical applications.

What You Bring to the Role

Bachelor s degree required (Information Systems, Computer Science, Finance, or related field preferred).
8+ years of experience in the investment management industry with significant hands-on experience supporting and leading OMS implementations (Charles River preferred).
Demonstrated experience leading support teams, including on-call rotations, incident management, and escalation frameworks.
Deep functional and technical knowledge of OMS/IMS, including trading workflows, compliance, allocations, and integrations.
Proven leadership experience with the 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 (e.g., BNY Mellon).
Strong written and verbal communication skills with the ability to document and explain complex Charles River configurations and designs.
Demonstrated ability to influence outcomes and work effectively across Trading, Operations, Compliance, and Technology teams.
Strong analytical and problem-solving skills with the ability to design technology solutions using Charles River to meet business needs.
Demonstrated focus on quality assurance, risk management, and continuous improvement.

What You'll Do

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

Compensation and Employment
This position requires US work authorization without need for current or future visa sponsorship. Our client offers competitive compensation, bonus plan, and full comprehensive benefits package. All offers are contingent upon the completion of a background check, which may include reference checks, education verification, employment verification, drug testing, criminal background checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws.

Location and Remote Work

Candidates must reside within driving distance to Madison, WI. All staff have flexibility to work remotely but are required to have a weekly presence in the Madison, Wisconsin office. Per our client s hybrid remote work policy, onsite frequency is dependent on candidate distance from Madison, WI. Relocation reimbursement is available to candidates relocating to Dane County, Wisconsin.
TalentFish is an employee-owned company pioneering a new realm in talent acquisition. We are redefining IT staffing by evolving AI, video screening, and our unique platform. TalentFish focuses on providing the best employee, consultant, and client experience possible. At TalentFish we are an Equal Opportunity Employer; we embrace and encourage diversity.

Investment Systems Engineer Lead (Charles River)

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