Hiring for CRD Analyst / Associate @ Remote

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