Hiring for CRD Analyst / Associate @ Remote
GigSumo.com · Los Angeles, CA · 1 wk ago
OTHRFull-time
Job Description Role: CRD Analyst / Associate Client location: Lose Angles Mode of work: Remote Visa acceptance: USC, H4-EAD, L2-EAD, H1B Client: Ernst & Young (E&Y) Key Responsibilities Lead and support end-to-end CRD implementation, enhancement, upgrade, and transformation initiatives. 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 and process optimization. Partner with business stakeholders to gather requirements, translate business needs into functional solutions, and define future-state workflows. Design, configure, and validate CRD capabilities while promoting the adoption of standard platform functionality and best practices. Collaborate with global business, operations, technology, and vendor teams to deliver scalable solutions. Support data migration, data quality assessments, reconciliation activities, and system integration efforts. Analyze and resolve complex operational, workflow, and technology issues impacting investment processes. Lead testing activities, including UAT planning, test case development, execution support, and defect remediation. Develop implementation roadmaps, deployment strategies, and post-go-live support plans. Mentor junior team members and provide subject matter expertise on CRD capabilities and investment operations. Required Qualifications 5+ years of experience in Charles River Development (CRD) implementations, upgrades, or support engagements. Strong Understanding Of Front-to-back Investment Management Processes, Including Portfolio Management Order Management Trading Compliance Monitoring 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 platform transformations. Strong Understanding Of Investment Products Including Equities Fixed Income Basic Derivatives Experience with data conversion, reconciliation, and integration across investment management platforms. Familiarity with investment compliance workflows and downstream operational processes. Strong analytical, problem-solving, and stakeholder management skills. Excellent verbal and written communication skills