Job Description :
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The resource has to be able to work onsite in
Camas, WA- Only one where candidates should not be seeing top end of salary
PLANO, TX
Tampa, FL
No sponsorship is being offered for this role, even in the future
Must Haves
Java or C#
python
Equity or Wealth management experience or Fixed Income
Experience with trading systems is a nice to have
Charles RIVER IS THE above all nice to have
Rate is 125k- 160k salary to the candidate
Benefits
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
The Opportunity:
You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services
The Day-to-Day:
Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support
Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets
Hands-on work with the Charles River API Framework, including:
Frontend APIs – UI workflows, triggers, CRD interaction points
Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows
Build and support integration workflows using REST APIs, services, and messaging frameworks
Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis)
Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools)
Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD
Ensure Start‑of‑Day readiness for CRD and support ongoing system stability
Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation
Your Qualifications:
10+ years experience in Application Development:
Advanced SQL – complex queries, performance tuning
Java or C# – ability to interpret, collaborate, and support integrations
REST API integration, testing, and troubleshooting
5+ experience in:
Python Programming
Investment/Wealth Management industry
3+ years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience
Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling
Hands-on experience with the Order Management System API Framework (frontend and backend)
Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models)
Experience with optimization tools such as Axioma and OMET/Gap Point.
Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income)
Experience using Agile SDLC, process diagramming, and workflow mapping.
Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent
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