CRD Analyst / Associate
Oncorreinc
Job Description
Key Responsibilities
\n• Lead and support end-to-end CRD implementation, enhancement, upgrade, and transformation
\ninitiatives.
\n• Configure and optimize CRD workflows across portfolio management, order management, trading,
\ncompliance, and investment operations.
\n• Drive SaaS migration and platform modernization efforts, including operating model redesign and
\nprocess optimization.
\n• Partner with business stakeholders to gather requirements, translate business needs into functional
\nsolutions, and define future-state workflows.
\n• Design, configure, and validate CRD capabilities while promoting the adoption of standard platform
\nfunctionality and best practices.
\n• Collaborate with global business, operations, technology, and vendor teams to deliver scalable
\nsolutions.
\n• Support data migration, data quality assessments, reconciliation activities, and system integration
\nefforts.
\n• Analyze and resolve complex operational, workflow, and technology issues impacting investment
\nprocesses.
\n• Lead testing activities, including UAT planning, test case development, execution support, and
\ndefect remediation.
\n• Develop implementation roadmaps, deployment strategies, and post-go-live support plans.
\n• Mentor junior team members and provide subject matter expertise on CRD capabilities and
\ninvestment operations.
\n \nRequired Qualifications
\n• 5+ years of experience in Charles River Development (CRD) implementations, upgrades, or support
\nengagements.
\n• Strong understanding of front-to-back investment management processes, including:
\no Portfolio Management
\no Order Management
\no Trading
\no Compliance Monitoring
\no Investment Book of Record (IBOR)
\n• Experience configuring and enhancing CRD workflows and business processes.
\n• Hands-on experience supporting CRD SaaS migrations, upgrades, or large-scale platform
\ntransformations.
\n• Strong understanding of investment products including:
\no Equities
\no Fixed Income
\no Basic Derivatives
\n• Experience with data conversion, reconciliation, and integration across investment management
\nplatforms.
\n• Familiarity with investment compliance workflows and downstream operational processes.
\n• Strong analytical, problem-solving, and stakeholder management skills.
\n- \n
- • Excellent verbal and written communication skills. \n
- ...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....SuggestedFull time
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