Senior Project Manager - CLO / CRD (NYC/Dallas)
Full-time
Rockwood Search
Senior Trade Operations Project Manager | Charles River OMS
New York City or Dallas | Hybrid
A leading alternative investment manager is seeking a Senior Trade Operations Project Manager to lead the implementation and ongoing evolution of a firmwide Charles River platform supporting private credit, CLOs, structured products, and multi-asset strategies. This is a highly visible role focused on project delivery, stakeholder management, and technology transformation.
Key Responsibilities
- Lead Charles River OMS and Compliance implementation, enhancement, and integration projects.
- Manage project plans, timelines, budgets, risks, testing, training, and production rollouts.
- Partner with Portfolio Managers, Traders, Operations, Compliance, Technology, and external vendors to deliver strategic initiatives.
- Drive front-to-back process improvements, workflow automation, and operational scalability.
- Serve as the bridge between business stakeholders and technical development teams.
Qualifications
- 8+ years of project management, business systems, or investment operations experience within asset management, hedge funds, or alternative investments.
- Hands-on experience delivering OMS, compliance, trading, or investment platform implementations.
- Proven ability to manage complex, cross-functional technology initiatives from requirements through deployment.
- Strong knowledge of:
- Charles River OMS/Compliance
- Trade lifecycle and investment operations
- Private Credit, CLOs, Structured Products, and Fixed Income
- SQL, XML, APIs, and data integrations
- Data mapping, ETL, reconciliations, and vendor management
Why This Role?
- Own a flagship Charles River transformation initiative
- Work directly with senior business and technology leaders
- Drive enterprise-wide operational and technology improvements
- Significant visibility and ownership
Qualified candidates should send resumes to View email address on click.appcast.io . Please put your Name and “CLO/CRD Senior Project Manager” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements, and any applicable information in the body of the email
Vacancy posted 1 day ago
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