Senior Consultant - Financial Services Technology - ...

At EY, we're dedicated to helping you shape your future with confidence. We will support your success within a globally connected powerhouse of diverse teams, enabling you to take your career wherever you desire. Join us and contribute to building a better working world. About the Role: This is an exceptional opportunity to lead the implementation, configuration, and enhancement of Charles River Development (CRD), optimizing front-to-back investment processes to drive operational excellence. We are looking for individuals with a strong functional understanding of asset management operations and hands-on experience with CRD modules. Your Key Responsibilities: Serve as a subject matter expert on Charles River Development (CRD) functionality, addressing trading, compliance, portfolio management, and post-trade workflows commonly utilized by asset managers. Collaborate with portfolio managers, traders, compliance, and operations to collect and document business requirements effectively. Configure CRD components including workflows, compliance rules, blotters, and manager workbench among others. Translate business requirements into detailed CRD configurations, workflows, and rules. Conduct system analysis, data mapping, and testing for CRD integrations with upstream and downstream systems. Utilize CRD SDK and APIs to enhance data exchanges and integrations. Support the migration of SaaS environments, transitioning from on-premise to cloud-hosted solutions. Work cross-functionally with technology, data, and operations teams to align business objectives with system capabilities. Assist in maintaining and enhancing the CRD platform through upgrades, bug fixes, and enhancements. Lead workshops and discussions with global stakeholders to communicate functional requirements and validate proposed solutions. Oversee functional testing, UAT coordination, and documentation of design solutions. Coordinate with data governance and architecture teams to ensure data integrity across CRD and related systems. Skills and Attributes for Success: Engaging in teamwork with clients and technology professionals to provide comprehensive technology solutions. Qualifications: Bachelor's degree with around 3 years of relevant work experience, or a graduate degree with around 2-3 years of related experience. Degree in computer science, engineering, accounting, finance, or a related field; MBA or MS degree is preferred. 2-3 years of experience in a financial services company or supporting financial services firms as an advisor. Practical experience in a Hedge Fund or Asset Management company, or as a Management Consultant for these firms. A minimum of 3 years hands-on experience with Charles River Development (CRD/CRIMS) is essential. Strong SQL and data analysis skills are necessary for validating CRD data flows. Experience with SaaS migrations is required, focusing on transitions from on-premise environments to cloud-based solutions. Proven ability to collaborate with technology teams across all phases of the technology life cycle. Excellent communication, presentation, client service, and technical writing skills are necessary. Comfort with researching client inquiries and emerging issues in technology and regulations. Strong experience in project management and testing methodologies is preferred. Deep knowledge of technical architecture design and ability to discuss technology tools critically. Willingness to travel as needed, valid passport and driver's license required. Desirable Experience: Charles River Development (CRD) SaaS migration SQL Business and technical requirements definition and design System design, selection, and implementation support Data mapping and conversion processes Quality assurance and testing Business and IT process reengineering Program/project management and implementation planning Management reporting enhancement Enterprise application integration Custom development and package implementation What We Look For: We seek leaders with creative vision and the confidence to bring ideas to life. You will enjoy autonomy in this role, requiring initiative to improve client relationships and processes. If you are passionate about advising prominent Wealth and Asset Managers and tackling complex challenges, this opportunity is for you. What We Offer: At EY, we invest in your development with future-focused skills and world-class experiences. We promote a flexible environment that empowers you in a diverse, inclusive culture among globally connected teams. We provide a competitive compensation and benefits package, recognizing performance and contributions to the business. The base salary range is $102,500 to $187,900 across the U.S., with New York, Washington State, and California offering a range of $122,900 to $213,400. Salary levels depend on various factors, including education, experience, and location. We embrace a hybrid model, where most roles involve 40-60% in-person collaboration over the course of an engagement. You will have flexibility in vacation policies, allowing you to take the time you need based on personal circumstances, in addition to designated paid holidays and personal leave. Are you ready to shape your future with confidence? Apply today! Location: New York, Chicago, Boston, Philadelphia, Charlotte, and Washington DC.

Created: 2026-03-04