Charles River IMS Middle Office & IBOR Consultant

Charles River IMS Middle Office & IBOR Consultant (Contract)

Location: Remote

Duration: 36 months (extendable)

Role Summary

Remote We are seeking a Charles River IMS Middle Office & IBOR Consultant to manage post-trade workflows and the Investment Book of Record (IBOR) within CRIMS. The consultant will ensure accurate trade processing, settlement, cash, and position management, acting as a bridge between operations, custodians, and downstream systems. The role combines daily operational support with implementation/configuration expertise for client setups and enhancements.

Key Responsibilities

• Maintain IBOR accuracy: real-time trades, positions, cash, and corporate actions.
• Support trade confirmation & settlement with custodians/brokers (e.g. SWIFT workflows).
• Manage reconciliation of positions/cash against custodians and fund accounting systems.
• Lead/assist in implementing CRIMS middle-office module: configure accounting rules, multi-book structures, and system integrations.
• Oversee corporate actions & cash management, ensuring reliable forecasts and margin/collateral processes.
• Provide user support & training for operations staff; troubleshoot trade breaks and discrepancies.

Qualifications & Experience

• 5+ years in investment operations/systems, with direct CRIMS middle-office/IBOR experience.
• Strong knowledge of trade lifecycle, settlements, reconciliation, corporate actions, and multi-currency accounting.
• Experience with CRIMS configuration & integration (interfaces, data feeds, APIs, SQL).
• Proven ability to resolve breaks, ensure data integrity, and optimize operational workflows.
• Excellent communication skills to liaise with front office, custodians, and IT.
• Bachelor’s in Finance/Business/IT, CPA/CFA Level 1 preferred.