CRD
Charles River Development is a banking technology provider acquired by State Street Corporation in 2018. The company is known for Charles River Investment Management Solution, comprehensive software that provides investment firms with portfolio decision support, order management, performance tracking, data governance, risk management, and other capabilities critical for competent asset management.
CRD Consultants and CRD Experts usually work with financial institutions that operate solutions designed and developed by Charles River and provide support in implementing, customizing, and managing CRD solutions, as the in-depth technological expertise required for efficient use of the software is difficult to find and maintain in-house.
CRD Consultant
Prior relevant experience: 7+ years of experience in operations, data analytics, or development, preferably in the banking and financial services
Time typically spent in this role: 3+ years
Example responsibilities
- Rule development
- Implementing rules of engagement
- Translating attributes from MIG21 to CRD
- Unit testing
- MIG and CRD report analysis
- Working independently on assigned tasks
- Collaborating with data and operations teams
Skills & traits
- Very good knowledge of SQL
- Good knowledge of CRD and MIG21
- Good financial knowledge
- Some experience working in an Agile environment
- Independence and accountability
- Teamwork and communication skills
- Public speaking
Tools
- Charles River IMS
- MIG21
- Jira
- Microsoft Office Suite
CRD Expert
Prior relevant experience: 2+ years of working experience with CRD solutions
Time typically spent in this role: Indefinite
Important note: Time spent in a relevant position is less important than exposure to complex projects, skills, and accountability.
The responsibilities, skills, and tools of a CRD Expert can vary (but, in general, are similar to those of a CRD Consultant).
Recommended certifications and courses
- CRD Academy
- Charles River Learning Center
- Certified Fraud Examiner (CFE) certification
- Certified Investment Company Compliance Professional (CICCP) course
- An SQL certification
Temenos
Temenos is a technology company providing enterprise software for banks and financial institutions, notably Triple’A Plus and T24. Triple’A Plus (also known as TAP) is a comprehensive front-office portfolio management solution, and T24 is their back-office software solution.
Triple’A Plus Consultant (TAP Consultant)
Prior relevant experience: 5+ years
Time typically spent in this role: 3+ years
Important note: Triple’A Plus Consultants usually work in teams and might have various specializations - TAP developers, TAP engineers, and TAP testers all have different responsibilities.
Example responsibilities
- SQL queries development
- Customizing GUI components
- Building specific implementations of Triple’A WUI
- Data analysis and visualization
- Connecting TAP to third-party applications
- Testing custom elements
- System maintenance
- Participating in team meetings
Skills & traits
- At least basic knowledge of the TAP scripting language
- Very good knowledge of SQL
- Proficient in shell scripting
- Batch processing
- Software testing skills
- Experience with Agile and Scrum methodologies
- Knowledge of digital banking
- Leadership skills
- Ownership and accountability
- Teamwork and communication skills
Tools
- IBM ITX/WTX
- Design Studio
- Actuate
- Sybase
- UNIX
- Functional, regression, and user acceptance testing tools\
Manager of TAP
Prior relevant experience: 3+ years of working experience with TAP solution
Time typically spent in this role: Indefinite
Important note: As TAP Consultants usually work in teams, specialized managers who understand the technology, possess adequate leadership skills, and have the ability to coach and give direction to TAP teams are needed.
The responsibilities, skills, and tools of a Manager of TAP can vary. These managers can come from any TAP-related background, but the working experience with the Temenos software is crucial to perform well in this position.
Recommended certifications and courses
- Temenos Training and Certification
- An SQL certification
Join Maxima Consulting
We’re always on the lookout for experienced engineers willing to specialize in niche technologies our clients use. If you’re already a skilled expert looking for a professional challenge, diversification of your skills, and opportunity to gain unique insights into enterprise technological requirements, we’d love to hear from you.
Browse our current vacancies to explore new paths you never thought your career might lead to, or send us a message with your resume so we can get back to you as soon as a relevant vacancy opens up!