Job#: 3038930

Job Description:

Location: Camas, Washington (Onsite)

In this role, 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. This position reports to an AVP.

• Lead the end-to-end delivery of CRD enhancements, including requirements, design, configuration, integrations, testing, and deployment.
• Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets.
• Perform hands-on work with the Charles River API Framework, including both frontend and backend APIs.
• Build and support integration workflows utilizing REST APIs, services, and messaging frameworks.
• Apply knowledge of portfolio optimization concepts such as risk models, constraints, and transaction cost analysis.
• Collaborate with Portfolio Engineering teams to support optimization workflows that feed into CRD.
• Ensure start-of-day readiness and support ongoing system stability for CRD.
• Translate requirements into detailed functional and technical specifications, user stories, and interface documentation.

Education: A bachelor's degree in Finance, Economics, Computer Science, Engineering, Math, or an equivalent field is required.

Experience:

• 10+ years in Application Development.
• 5+ years of experience in Python programming.
• 5+ years of experience in the Investment or Wealth Management industry.
• 3+ years of experience in CRD or another Order Management System (OMS) implementation and customization, including Workbench configuration.
• Experience with OMS Batch Automation, including monitoring and exception handling.
• Hands-on experience with the OMS API Framework (frontend and backend).
• Experience with Order Management workflows, markets, and trading processes for Equities and Fixed Income.
• Experience using Agile SDLC, process diagramming, and workflow mapping.

Technical Skills:

• Advanced SQL, including complex queries and performance tuning.
• Proficiency in Java or C# to interpret, collaborate on, and support integrations.
• REST API integration, testing, and troubleshooting.

• Familiarity with portfolio optimization concepts like risk factors, constraints, and optimization models.
• Experience with optimization tools such as Axioma and OMEGA Point.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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