CRD Support Analyst

Codeworks is an IT Services firm headquartered in SE Wisconsin, known for our strong commitment to quality and for our direct client relationships. Position Summary Codeworks is seeking a Sr. Charles River Support Analyst to serve as the primary liaison between business users and IT for all CRIMS-related initiatives. This role requires strong analytical and problem-solving skills to bridge technical and business needs, configure and maintain CRIMS modules, and ensure optimal system performance. The ideal candidate will lead testing, troubleshoot complex issues, and collaborate with stakeholders to deliver scalable solutions. Key Responsibilities • Serve as the primary liaison between business users and IT for CRIMS initiatives. • Analyze and document trading workflows, compliance rules, and portfolio management processes; identify gaps and propose solutions. • Configure and maintain CRIMS modules including Order Management, Compliance, and Portfolio Management. • Collaborate with traders, portfolio managers, and compliance teams to gather requirements and translate them into system solutions. • Lead testing, validation, and deployment of CRIMS updates and enhancements. • Troubleshoot and resolve complex issues related to trade execution, compliance alerts, and data integration. • Coordinate with Charles River support and internal teams for workflow changes, upgrades, and patches. • Maintain comprehensive documentation of system configurations, workflows, and change requests. Required Skills & Experience • 5+ years of experience working with Charles River CRIMS in a business systems or analyst role. • Strong understanding of investment management operations, trading workflows, and compliance processes. • Experience with FIX protocol, market data feeds, and integration with upstream/downstream systems. • Excellent analytical skills and ability to evaluate complex systems and workflows. • Strong communication skills and ability to work cross-functionally. • Bachelor’s degree in Finance, Business, Computer Science, or related field. Preferred Qualifications • Experience with SQL and data analysis tools. • Familiarity with Agile methodologies and project management practices. • CRD training or certification in Charles River modules. About Codeworks Codeworks has over 25 years of experience serving Fortune 1000 companies in Wisconsin as well as our client's national locations. Our recruiting team excels at evaluating, advising, and connecting IT professionals with new opportunities that will satisfy their expectations regarding income and opportunity for growth. At Codeworks, we're committed to diversity, equity, and inclusion in our workforce and beyond. We believe in equal opportunities and value the unique perspectives that every individual brings to our team. Join us in creating an inclusive, innovative, and collaborative workplace where your talents can thrive. Codeworks, an LRS company, is an equal opportunity employer. Applicants for employment will receive consideration without unlawful discrimination based on race, color, religion, creed, national origin, sex, age, disability, marital status, gender identity, domestic partner status, sexual orientation, genetic information, citizenship status or protected veteran status. Codeworks discloses that the anticipated hourly pay range for this position is between $71 and $87. This range is subject to change based on job-related factors, including client requirements where applicable. All full-time Codeworks employees are eligible to enroll in the company’s medical, dental, vision, and life insurance plans. This position is preferred onsite in Boston but could be remote for the right candidate. There is also potential for this role to convert from contract to a full-time position based on performance and business needs. In some cases, Codeworks, an LRS company, uses generative artificial intelligence (“AI”) in support of our hiring processes. LRS takes steps to ensure the use of AI does not result in discrimination based on protected class(es). AI may be used in the hiring process solely in support of the assessment of candidate qualifications. All decisions in the hiring process are made by LRS employees. If AI will be used in the hiring process for the position for which you are applying, you will be notified and will have the opportunity to opt out. Please contact AI.Questions@lrs.com with any questions.