Fintech Technical Consultant, Senior Associate

Role Summary

Consultants – Offshore support the technical implementation of the Charles River Investment Management Solution (CRIMS) by contributing to configuration, development, integration, and testing activities across client implementations.

This role requires a solid understanding of investment management systems, hands‑on technical skills, and the ability to work effectively within project teams to implement client requirements under established solution designs and guidance. Consultants collaborate closely with senior consultants, project managers, and global delivery teams to help deliver stable, production‑ready solutions and support client readiness for go‑live.

What We Are Looking For

We are seeking implementation professionals with foundational to intermediate experience in financial technology delivery, ideally within capital markets or investment management environments. The ideal candidate brings 4–6 years of relevant industry experience, gained within a consulting firm, financial institution, or financial software provider.

Candidates should have hands‑on experience contributing to Front, Middle, or Back Office implementations, possess strong technical fundamentals, and demonstrate the ability to learn CRIMS functionality and capital markets workflows.

Key Responsibilities

As a Consultant – Offshore (Senior Associate), you will:

Contribute to CRIMS technical implementations across Front, Middle, and Back Office workflows under guidance

Assist in analyzing and translating business and technical requirements into CRIMS configurations and components

Configure and develop application components based on established designs and standards

Support system testing activities, including functional, integration, and regression testing

Investigate, troubleshoot, and resolve technical issues with support from senior team members

Ensure configurations and deliverables meet quality, stability, and operational standards

Participate in go‑live readiness activities and provide implementation support post‑deployment

Follow CRD SDLC, documentation standards, and delivery best practices

Collaborate effectively with global delivery teams and stakeholders

What We Value

Consultants (Offshore) are expected to demonstrate:

Experience contributing to Investment Management or Capital Markets system implementations

Strong problem‑solving skills with attention to detail and quality

Ability to work effectively in structured delivery environments

Willingness to learn product functionality, domain concepts, and delivery processes

Clear communication and collaboration skills within project teams

Technical Skills & Experience

Working knowledge and hands‑on exposure to the following is expected:

Programming & Development

C# (working proficiency)

Core Java (working proficiency)

SQL Server (querying, joins, basic performance analysis)

Data & Reporting

Exposure to ETL or data processing tools (e.g., Pentaho, Talend)

Basic experience with reporting tools such as SSRS

Data validation and reconciliation support

Cloud & Platforms

Exposure to cloud platforms such as Azure or AWS

Familiarity with cloud‑based deployments is a plus

Snowflake exposure is beneficial but not mandatory

Integration & Market Data

Awareness of industry interfaces (e.g., FIX, SWIFT)

Exposure to market and reference data providers (e.g., Bloomberg, MSCI) is a plus

Education & Preferred Qualifications

Bachelor’s degree in Engineering, Computer Science, or a related technical discipline

Strong foundation in:

Object‑oriented programming

Databases and SQL concepts

Enterprise application fundamentals

Agentic and Gen AI efficient Usage

Exposure to financial systems, data integration, or distributed systems is desirable

Relevant certifications are a plus:

Azure / AWS fundamentals

Technical or financial certifications

Progress toward CFA is an advantage

Experience Requirements

6-9 years of relevant professional experience in financial technology or enterprise software

Hands‑on experience in one or more of the following areas:

Application configuration or development

System integration and data processing

Reporting or analytics support

Capital markets or investment management platforms

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