217 Charles River Jobs

Functional Job Title: Emerging Lead - Investment Oversight Job Title: Sr. Associate Department/ Division: Investment Management Basic Purpose of Job: To perform various Investment Compliance tasks in support of SSgA portfolios managed in North America, Europe and Asia Pacific. Key Responsibilities: Assist regional SSgA offices in North America, Europe, and Asia Pacific by performing various Investment Oversight tasks associated with the review of Sentinel Rule Coding to ensure adherence to global investment industry regulations, as well as internal firm guidelines. Serve as a resource with various departments to communicate compliance requirements, and keep up to date with firm and industry ...

Functional Job Title: Emerging Lead - Investment Oversight Job Title: Sr. Associate Department/ Division: Investment Management Basic Purpose of Job: To perform various Investment Compliance tasks in support of SSgA portfolios managed in North America, Europe and Asia Pacific. Key Responsibilities: Assist regional SSgA offices in North America, Europe, and Asia Pacific by performing various Investment Oversight tasks associated with the review of Sentinel Rule Coding to ensure adherence to global investment industry regulations, as well as internal firm guidelines. Serve as a resource with various departments to communicate compliance requirements, and keep up to date with firm and industry ...

Role Description As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining...

As a candidate with a strong coding background, particularly in CRD (Charles River), you will be responsible for various key tasks and requirements: - Possessing 7-12 years of experience in the industry - Demonstrating expertise in Pre-trade & Post-trade Monitoring aligned with APAC (MPF, Shariah) & UCITS (EMEA) Regulations - Hands-on experience in Guideline Coding and Maintenance using platforms like Charles River - Ability to interpret IMAs, Prospectus, SAIs and translate them into actionable Compliance rules - Exposure to Compliance oversight, reporting, and Change Management Projects (Rule clean-up etc) Your experience and skills will be instrumental in effectively managing and maintaini...

Role Overview: You will be joining the Portfolio Compliance Team at Connor, Clark & Lunn Financial Group in Gurugram, India as a Portfolio Compliance Analyst. In this role, you will work closely with institutional portfolio managers and affiliate compliance officers to ensure compliance with client mandates, global regulations, industry best practices, and firm-wide guidelines. Your contributions will be crucial in maintaining and improving portfolio compliance procedures and controls while also providing guidance to compliance analysts on the team. Key Responsibilities: - Utilizing Charles River to establish and monitor pre-trade and post-trade compliance rules for all asset classes and sec...

About The Role Change Management and Transformation Consultant Capital Markets Find endless opportunities to solve our clients' toughestchallenges, as you work with exceptional people, the latest tech and leading companies across industries. Practice: Capital Markets, Industry Consulting, Capability Network I Areas of Work: Change Management and Transformation | Level: 11/9/7 / 6/5 | Location: Bengaluru/Gurugram/Mumbai| Years of Exp: 3-20 years Explore an Exciting Career at Accenture Are you an outcome-oriented problem solver? Do you enjoy working on transformation strategies for global clients? Does working in an inclusive and collaborative environment spark your interest? Then, Accenture S...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

Role Overview: As part of the Center of Excellence (CoE) for Investment Compliance at Invesco, you will be providing essential assistance to the Global Investment Compliance (IC) function from the Hyderabad office. Your role will involve supporting the Americas IC teams in adherence to relevant regulations and fund-specific investment restrictions. Your expertise in IC-related skills, such as rule coding, rule testing, post-trade monitoring, and reporting, will be crucial for the effective performance of your responsibilities. Key Responsibilities: - Monitor the investment guidelines of client portfolios and promptly address violations, both active and passive, by communicating with onshore ...

As a Technical Lead with 4 to 8 years of experience, you will play a crucial role in designing and developing Pega applications to meet business requirements. Your expertise in Pega Reporting, Pega Platform, Pega Application Development, Pega Data and Integration, Pega User Experience, Pega Mobility, Pega Case Management, and PEGA Decision Hub will be essential in ensuring high performance and reliability of the solutions. Your key responsibilities will include: - Leading the design and development of Pega applications to meet business requirements. - Overseeing the implementation of Pega solutions to ensure high performance and reliability. - Providing technical guidance and support to the ...

Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. This candidate will work directly with the Specialty Finance investment team within the Blackstone Insurance Structure. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade complia...

Client & Investment Monitoring Analyst Investment Guideline Management (IGM), NCT Position Overview Job Title: Client & Investment Monitoring Analyst Investment Guideline Management (IGM) Corporate Title: NCT Location: Pune, India Role Description About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking fo...

Setup and Configure Allvue Everest OMS Develop integrations to Securities Master and Accounting System Develop Trade order workflows Required Candidate profile 5+ years in investment management industry working on Trade Capture, Order Management system and Fund Accounting Strong SQL Skills Good understanding of Trade Workflows

Summary Position Summary CORE BUSINESS OPERATIONS The Core Business Operations (CBO) portfolio is an integrated set of offerings that addresses our clientsheart-of-the-business issues This portfolio combines our functional and technical capabilities to help clients transform, modernize, and run their existing technology platforms across industries As our clients navigate dynamic and disruptive markets, these solutions are designed to help them drive product and service innovation, improve financial performance, accelerate speed to market, and operate their platforms to innovate continuously, ROLE Level: Consultant As a Consultant at Deloitte Consulting, you will be responsible for individual...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. **Role Overview:** As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients in the Wealth or Asset Management industry. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders an...

GN Industry Consulting Capital MarketPlatform Specific Experience Consultant Key Responsibilities: Lead and support platform implementation, integration, and upgrade projects in Capital Markets using platforms such as Murex, Calypso, Charles River, Bloomberg AIM, Fidessa , or similar. Analyze client business processes across front, middle, and back office functions and recommend platform-based solutions. Collaborate with business stakeholders and technical teams to define functional requirements, conduct gap analysis, and develop detailed design documentation. Drive platform configuration, testing (UAT, system integration testing), and deployment activities. Provide thought leadership on bes...

Data Engineer AWS, Python, Snowflake, DBT About the Role: We are seeking a highly skilled Data Engineer with deep expertise in AWS , Python , Snowflake , and DBT , and working knowledge of Charles River and Everest (asset management platforms). This role will support the development and maintenance of scalable data pipelines and systems that support investment decision-making, regulatory reporting, and operational efficiency. Key Responsibilities: Design, build, and maintain robust data pipelines and ETL/ELT workflows using DBT , Python , and AWS services (Lambda, Glue, S3, etc.). Manage and optimize Snowflake data warehouse environments, including performance tuning, data modeling, and acce...

Department General Counsel Shared Services Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 Portfolio Compliance Monitoring: The Portfolio Monitoring team is a global function is part of FILs Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and Gurgaon The team is primarily responsible for performing End of Day (EOD) portfolio compliance monitoring for all retail and institutional products globally managed by FIL as well as coding portfolio restrictions and investment guidelines in compliance monitoring system The Portfolio Monitoring team also provides compliance guidance and support to FILs investment professionals, includin...

BA Charles River Grade -C1/C2 LocationPune BA Charles River Analyzing, documenting, and optimizing business processes, identifying areas of improvement, and ensuring that the project is executed efficiently. You must be able to demonstrate solid understanding and experience of data analysis Must Have Skills : Good Working knowledge and Hands on experience of Charles River OMS/PMS. software development lifecycle from design all the way to delivery. Experience in various software designs, languages, and architecture. Desirable skills/Preferred Qualifications: Oracle/ SQL Database experience Good knowledge of automated deployment process Good Knowledge of Banking Domain. Capital Market knowledg...

As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients in the Wealth or Asset management Industry. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions. - Experience working in Wealth or Asset management Industry in the areas of portfolio accounting / fund accounting - Work experience in fund accounting platform migrations/implementations would be a big plus - Strong knowledge of various asset classes such as fixed income, equity, derivatives across front office...

About The Role Project Role : Quality Engineer (Tester) Project Role Description : Enables full stack solutions through multi-disciplinary team planning and ecosystem integration to accelerate delivery and drive quality across the application lifecycle. Performs continuous testing for security, API, and regression suite. Creates automation strategy, automated scripts and supports data and environment configuration. Participates in code reviews, monitors, and reports defects to support continuous improvement activities for the end-to-end testing process. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk A...

About The Role Project Role : Quality Engineer (Tester) Project Role Description : Enables full stack solutions through multi-disciplinary team planning and ecosystem integration to accelerate delivery and drive quality across the application lifecycle. Performs continuous testing for security, API, and regression suite. Creates automation strategy, automated scripts and supports data and environment configuration. Participates in code reviews, monitors, and reports defects to support continuous improvement activities for the end-to-end testing process. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : NA Minimum 5 year(s) of experience is requi...

About The Role Project Role : Test Automation Lead Project Role Description : Lead the transformation of testing into a continuous and efficient end-to-end quality engineering function through the use of quality processes, tools, and methodologies significantly improving control, accuracy and integrity. Evolve more predictive and intelligent testing approaches based on automation and innovative testing products and solutions. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Middle Office, Charles River Data and Position Management, Charles River Portfolio Management & Risk Analytics Minimum 5 year(s) of experience is required Educ...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Middle Office, Charles River Portfolio Management & Risk Analytics, Charles River Data and Position Management Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...