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Charles River Development (CRD)

Summary

Position Title: Charles River Development (CRD) Subject Matter Expert (SME)
Location: Remote
Long term contract

Experience: 10+ years

Manager Expectations/ must have: Experience as Subject Matter Expert for CRD Implementation Projects within Asset/Wealth Management environment.

Job Description

We are seeking an experienced Charles River Development (CRD) Subject Matter Expert (SME) to support a large-scale implementation of the Charles River Development platform within an Asset/Wealth Management environment. The SME will provide deep functional expertise across CRD workflows, work closely with business and technology stakeholders, and guide the implementation team through solution design, configuration, integration, testing, and deployment.

Key Responsibilities

Provide deep functional expertise in Charles River Development (CRD) across front-to-back investment management workflows.
Support implementation and optimization of CRD OMS/EMS, trading, portfolio management, compliance, and related workflows.
Work closely with Trading, Investment Management, Portfolio Management, Operations, Compliance, and Technology teams to understand business requirements and translate them into CRD solutions.
Define and validate CRD business processes, workflows, configurations, and functional requirements.
Provide guidance on CRD integrations with custodians, brokers, market data providers, downstream/upstream systems, and enterprise platforms.
Collaborate with Charles River and State Street/vendor teams on product capabilities, integrations, defects, and implementation decisions.
Review functional specifications, solution designs, configuration documents, interface requirements, and process flows.
Identify gaps between existing business processes and standard CRD capabilities and recommend appropriate solutions.
Support data mapping, conversion, integration, and reconciliation activities related to CRD implementation.
Provide functional guidance during SIT, UAT, regression testing, and production readiness.
Review defects, determine business/functional impact, and work with technical teams to drive resolution.
Support cutover, go-live, stabilization, and post-production activities.
Serve as the primary CRD functional point of contact for business stakeholders and implementation teams.
Provide subject matter expertise to resolve complex implementation issues and dependencies.
Support documentation, knowledge transfer, training, and operational readiness.

Required Skills

10+ years of experience in investment management technology, asset management, wealth management, or capital markets.
Extensive hands-on experience with Charles River Development (CRD).
Strong understanding of CRD OMS/EMS and front-to-back investment workflows.
Experience with trade lifecycle, portfolio management, compliance, order management, execution, and settlement workflows.
Experience with CRD implementations, upgrades, migrations, or major enhancements.
Strong understanding of integrations between CRD and custodians, brokers, market data, portfolio accounting, and downstream systems.
Experience working with State Street and/or Charles River vendor teams is highly desirable.
Strong business analysis, requirements gathering, process mapping, and functional documentation skills.
Excellent communication skills with both business and technical stakeholders.

Preferred

Experience with large-scale global CRD implementations.
Experience supporting multiple asset classes and investment strategies.
Knowledge of APIs, interfaces, data mapping, and integration architecture surrounding CRD.
Experience with Agile and/or hybrid implementation methodologies.

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: envmo001
Position Id: 9094237
Posted 6 hours ago

Company Info

About Envision LLC.

Envision, LLC, founded in 1983, is both a successful and proven IT staffing company and web application development and integration services consultancy, focused on winning solutions in website design, e-commerce applications, database design, custom IT applications and web services.Envision offers full service IT staffing including contractors, right-to-hire and permanent placement services. We have demonstrated success in a variety of vertical markets over our 27-year history and have become one of the largest web development consultancies in the St. Louis area. Our clients are state governments, small to medium-sized businesses as well as many of the largest companies in the United States. Our stability, strong financial position, client retention, and referrals have fueled our growth.

As an IT staffing firm with a strong recruiting organization, Envision maintains an extensive pipeline of outstanding candidates for almost any skill required. We employ a comprehensive recruiting process to attract top IT talent to our core team to meet or exceed our clients' requirements.

Careers

Job Details

Skills

Charles River Development (CRD)

Summary

Position Title: Charles River Development (CRD) Subject Matter Expert (SME)
Location: Remote
Long term contract

Experience: 10+ years

Manager Expectations/ must have: Experience as Subject Matter Expert for CRD Implementation Projects within Asset/Wealth Management environment.

Job Description

We are seeking an experienced Charles River Development (CRD) Subject Matter Expert (SME) to support a large-scale implementation of the Charles River Development platform within an Asset/Wealth Management environment. The SME will provide deep functional expertise across CRD workflows, work closely with business and technology stakeholders, and guide the implementation team through solution design, configuration, integration, testing, and deployment.

Key Responsibilities

Provide deep functional expertise in Charles River Development (CRD) across front-to-back investment management workflows.
Support implementation and optimization of CRD OMS/EMS, trading, portfolio management, compliance, and related workflows.
Work closely with Trading, Investment Management, Portfolio Management, Operations, Compliance, and Technology teams to understand business requirements and translate them into CRD solutions.
Define and validate CRD business processes, workflows, configurations, and functional requirements.
Provide guidance on CRD integrations with custodians, brokers, market data providers, downstream/upstream systems, and enterprise platforms.
Collaborate with Charles River and State Street/vendor teams on product capabilities, integrations, defects, and implementation decisions.
Review functional specifications, solution designs, configuration documents, interface requirements, and process flows.
Identify gaps between existing business processes and standard CRD capabilities and recommend appropriate solutions.
Support data mapping, conversion, integration, and reconciliation activities related to CRD implementation.
Provide functional guidance during SIT, UAT, regression testing, and production readiness.
Review defects, determine business/functional impact, and work with technical teams to drive resolution.
Support cutover, go-live, stabilization, and post-production activities.
Serve as the primary CRD functional point of contact for business stakeholders and implementation teams.
Provide subject matter expertise to resolve complex implementation issues and dependencies.
Support documentation, knowledge transfer, training, and operational readiness.

Required Skills

10+ years of experience in investment management technology, asset management, wealth management, or capital markets.
Extensive hands-on experience with Charles River Development (CRD).
Strong understanding of CRD OMS/EMS and front-to-back investment workflows.
Experience with trade lifecycle, portfolio management, compliance, order management, execution, and settlement workflows.
Experience with CRD implementations, upgrades, migrations, or major enhancements.
Strong understanding of integrations between CRD and custodians, brokers, market data, portfolio accounting, and downstream systems.
Experience working with State Street and/or Charles River vendor teams is highly desirable.
Strong business analysis, requirements gathering, process mapping, and functional documentation skills.
Excellent communication skills with both business and technical stakeholders.

Preferred

Experience with large-scale global CRD implementations.
Experience supporting multiple asset classes and investment strategies.
Knowledge of APIs, interfaces, data mapping, and integration architecture surrounding CRD.
Experience with Agile and/or hybrid implementation methodologies.

Dice Id: envmo001
Position Id: 9094237
Posted 6 hours ago

Company Info

About Envision LLC.

Tester / QA - Charles River Development (CRD)

Remote

•

Today

Title: Charles River Development (CRD) Tester / QA Location: Remote Long term contract Experience: 8+ years Job Description We are seeking an experienced Charles River Development (CRD) Tester / QA Analyst to support testing activities for a large-scale CRD implementation within an Asset/Wealth Management environment. The candidate will be responsible for developing and executing comprehensive test strategies covering CRD workflows, integrations, trading, compliance, and end-to-end investment

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Charles River Development (CRD) Subject Matter Expert (SME)

Skills

Summary

Dice Job Match Score™

Randaheer Mogasani

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Charles River Development (CRD) Subject Matter Expert (SME)

Job Details

Skills

Summary

Company Info

About Envision LLC.

Dice Job Match Score™

Randaheer Mogasani

Similar Jobs