Senior Consultant, Charles River Development, Assistant Vice President

Overview

In this role you drive large, complex implementations of the Charles River IMS for institutional clients, balancing client needs with delivery. You act as a product expert, coordinating cross-functional teams and communicating project status, upgrades, and milestones. You work closely with clients and internal experts to ensure best-practice configuration and successful adoption of CRD software. This position offers frontline exposure to cutting-edge infrastructure and financial tech within a global services team.

Pay / Benefits

• generous medical care
• insurance and savings plans
• flexible Work Program
• development programs and educational support
• paid volunteer days
• employee networks

Responsibilities

• Lead day-to-day management of CRD implementation projects
• Translate workflow analyses into CR IMS configuration specifications
• Maintain ongoing client communication and project status updates
• Serve as single point of contact for the client during implementation
• Execute project plan steps and ensure client needs are documented
• Provide leadership in client utilization of CRD products and services
• Facilitate calls/meetings with consultants and product experts
• Inform clients about upgrades and major releases
• Manage training and consulting resource requests
• Monitor issue escalation and respond to product requests
• Coordinate CRD representatives across locations for implementation
• Maintain awareness of industry changes/trends
• Travel up to 5 days per week within EMEA

Key requirements

• Extensive experience in a similar role implementing financial systems
• Strong Front Office experience (order management, Fund Managers/Traders)
• Experience with Charles River IMS or similar systems
• Solid knowledge of Investment Management workflows and instruments (FI/derivatives/equities, compliance, risk, scenario analysis)
• Desirable focus in risk systems, IBOR, or scenario analysis
• Fluency in a second European language is highly desirable
• University degree in Finance or Technology (or equivalent)
• Superior client-facing skills
• Some technical knowledge, ideally SQL
• Experience presenting to both business and technical audiences
• Experience managing projects and understanding the project life-cycle

• client-facing excellence
• relationship management
• presentation and communication
• SQL
• CRD/Charles River Investment Management System or equivalent
• front-office workflows knowledge

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