At a Glance
- Tasks: Support large-scale client engagements in investment management consulting.
- Company: Elgin White, a specialist buy-side consulting firm with global reach.
- Benefits: Competitive salary, professional development, and opportunities to work with top financial firms.
- Other info: Exciting career growth opportunities in a fast-paced environment.
- Why this job: Join a dynamic team and make an impact in the investment management industry.
- Qualifications: Experience in Charles River IMS/OMS and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
Elgin White is a specialist buy-side consulting firm working with leading investments management firms around the globe to improve their performance and realize their business goals. Elgin White has proven experience in managing and resourcing projects within a niche market of vendor applications, spanning all major front, middle and back‑office platforms as well as data, reporting, and regulatory packages. We have decades of experience working with leading financial services technology companies including SimCorp, Charles River Development, BlackRock (Aladdin), Bloomberg, Eagle Investment Systems, InvestmentCloud, Temenos, and Snowflake.
Elgin White is seeking experienced Charles River consultants and Wealth Management professionals to support a number of large‑scale client engagements across North America, the United Kingdom, and India. We are currently hiring for both Technical Implementation Specialists (TIS) and Business Analysis / Project Management professionals with strong investment management domain expertise.
- Technical Implementation Specialist (TIS)
Successful candidates will demonstrate:
- Consulting & Client Engagement Skills – Strong analytical and problem‑solving capabilities, excellent attention to detail, and the ability to communicate effectively while managing stakeholder expectations in fast‑paced environments.
- Technical Expertise – Proficiency in Java or C#, XML/XSLT, and database technologies, particularly Microsoft SQL Server.
- Integration Experience – Hands‑on experience working with APIs, web services, ETL tools (such as Kettle or Talend), and messaging technologies including MQ and Kafka.
- Charles River IMS / OMS Experience – Previous involvement in Charles River IMS (CRIMS) or OMS implementations, with exposure to trading workflows and investment management operations.
- Batch Processing & Scheduling – Experience with scheduling and batch‑processing tools such as Tidal, including monitoring, troubleshooting, and dependency management.
- Business Analyst / Project Management (Investment Management)
Successful candidates will demonstrate:
- Functional Charles River IMS / OMS Expertise – Experience working with Charles River IMS or equivalent Order Management Systems.
- Investment Management Domain Knowledge – Strong understanding of the trading lifecycle, portfolio management processes, and investment management workflows.
- Requirements Gathering & Analysis – Proven ability to engage stakeholders, capture business requirements, and translate them into detailed functional specifications.
- Compliance Rule Configuration – Experience configuring, validating, and testing compliance rules and associated business logic.
- Privileging & Security Administration – Knowledge of user access management, role‑based entitlements, and security configuration within CRIMS.
- Testing & Validation – Experience supporting User Acceptance Testing (UAT), workflow validation, and end‑to‑end business process testing.
If you are interested in joining a growing consultancy supporting leading investment management firms globally, we would be pleased to hear from you.
Charles River & Wealth Management Consulting Opportunities employer: Elgin White Limited
Elgin White is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the niche field of investment management consulting. Employees benefit from extensive professional development opportunities, working alongside industry leaders on impactful projects across North America, the UK, and India, all while enjoying a supportive environment that values expertise and encourages growth.
StudySmarter Expert Advice🤫
We think this is how you could land Charles River & Wealth Management Consulting Opportunities
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Charles River & Wealth Management Consulting Opportunities
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Elgin White Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Elgin White Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Elgin White Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Elgin White Limited.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Elgin White Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Elgin White Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
