Client: Wealth Management
Position: Sr Application Developer - Charles River Development (CRD)
Compensation: $120K - $140K + Bonus
Location: Camas, WA or Plano, TX or Tampa, FL - On site 100% first 90 days and then 1 day a week WFH
Work Authorization: US or GC ONLY NO H1B's
Education: Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent
Experience:
- Must have financial institution or wealth management background in investment
- Hands-on experience with the Charles River API Framework (frontend and backend)
- 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
- Python Programming
- 3+ years CRD Implementation / Customization , Workbench (Manager or Central) configuration experience
- Experience with CRD Batch Automation, including monitoring and exception handling
- 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)
Responsibilities:
- 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