Ba/Pm | Charles River Sme

Our wealth management client is expanding its capabilities within the LATAM region. A key element in this effort is the adoption and optimization of Charles River Investment Management (CRIM) as their primary business tool. As part of that effort they are looking for a Charles River Investment management SME to play the role of product owner for implementation and subsequent customization of the platform.

Key Experience and Skills/Knowledge.

• Strong understanding/working knowledge of CRIM across all of the product offerings/components.

These include:

1. Full Trade Lifecycle
2. Workflow Integration
3. Reporting
4. Risk Management
5. Portfolio Management
6. New Asset Addition
7. Settlement & Clearing
8. Regulatory/New Reg Additions

• Strong base level of technology integration knowledge
• Understanding of the technology architecture of the solution as well as configuration of the tool. This to facilitate integration to other proprietary systems.
• Strong Understanding of the investment management business.
• Strong communication. Ability to handle multiple workflows.

Nice to Have:

• Spanish is helpful but not essential