CRD Analyst / Associate

Key Responsibilities• Lead and support end-to-end CRD implementation, enhancement, upgrade, and transformationinitiatives.• Configure and optimize CRD workflows across portfolio management, order management, trading,compliance, and investment operations.• Drive SaaS migration and platform modernization efforts, including operating model redesign andprocess optimization.• Partner with business stakeholders to gather requirements, translate business needs into functionalsolutions, and define future-state workflows.• Design, configure, and validate CRD capabilities while promoting the adoption of standard platformfunctionality and best practices.• Collaborate with global business, operations, technology, and vendor teams to deliver scalablesolutions.• Support data migration, data quality assessments, reconciliation activities, and system integrationefforts.• Analyze and resolve complex operational, workflow, and technology issues impacting investmentprocesses.• Lead testing activities, including UAT planning, test case development, execution support, anddefect remediation.• Develop implementation roadmaps, deployment strategies, and post-go-live support plans.• Mentor junior team members and provide subject matter expertise on CRD capabilities andinvestment operations.Required Qualifications• 5+ years of experience in Charles River Development (CRD) implementations, upgrades, or supportengagements.• Strong understanding of front-to-back investment management processes, including:o Portfolio Managemento Order Managemento Tradingo Compliance Monitoringo Investment Book of Record (IBOR)• Experience configuring and enhancing CRD workflows and business processes.• Hands-on experience supporting CRD SaaS migrations, upgrades, or large-scale platformtransformations.• Strong understanding of investment products including:o Equitieso Fixed Incomeo Basic Derivatives• Experience with data conversion, reconciliation, and integration across investment managementplatforms.• Familiarity with investment compliance workflows and downstream operational processes.• Strong analytical, problem-solving, and stakeholder management skills.• Excellent verbal and written communication skills.