Role Overview:

I am seeking a highly experienced consultant with deep expertise in the Charles River Investment Management System (CRIMS) for my consultancy client to advise its retail banking customer on optimizing their current application setup. The consultant will assess the existing configuration, identify gaps, and recommend best practices to enhance efficiency, compliance, and performance.

Some of the anticipated Key Responsibilities:

• System Assessment:
• Review the client's current Charles River implementation, workflows, and integration points.
• Identify inefficiencies, compliance risks, and areas for improvement.
• Optimization Strategy:
• Develop a roadmap for system optimization aligned with business objectives.
• Recommend configuration changes, workflow enhancements, and automation opportunities.
• Advisory & Best Practices:
• Provide expert guidance on leveraging Charles River functionalities for portfolio management, compliance, and trade execution.
• Advise on data management, reporting, and integration with upstream/downstream systems.
• Stakeholder Engagement:
• Collaborate with IT, operations, and business teams to ensure recommendations are practical and achievable.
• Conduct workshops and training sessions for internal teams.
• Documentation & Reporting:
• Deliver detailed reports on findings, recommendations, and implementation steps.
• Provide governance and compliance alignment guidance.

Required Skills & Experience:

• Charles River Expertise:
• Minimum 5+ years of hands-on experience with CRIMS, including configuration, workflows, and compliance modules.
• Financial Services Knowledge:
• Strong understanding of retail banking investment processes and regulatory requirements.
• Technical Skills:
• Familiarity with system integration
• projects.
• Soft Skills:
• Excellent communication, stakeholder management, and problem-solving abilities.